ShareCRM

Agentic CRM

Enter the era ofintelligent agents

An intelligent CRM that understands your business and gets the work done, so your team spends less time managing the system and more time closing it. Powered by ShareAgent and ShareHive.

Agentic CRM agents connected around an intelligent CRM workspace

The intelligent CRM that thinks, acts, and learns.

Three properties that separate an agentic CRM from AI features bolted onto legacy systems.

01 · Thinks

Understands your business.

Grounded in a three-layer system, AI understands your business language, data model, and workflow rules. Responses reflect your company's operations, not a generic interpretation.

02 · Acts

Does the work end-to-end.

Decomposes intent, orchestrates skills, delivers. AI breaks down your request, calls the right agents and skills, and delivers finished results — the way a business expert would. Not another chatbot. A teammate that closes the loop.

03 · Learns

Gets sharper every day.

Three-layer memory keeps each user's preferences, ongoing tasks, and live business data. A three-layer Know-How system turns individual expertise into organizational capability, so your team's best practices are available to every agent.

Enterprise-grade agentic capabilities

The four things that separate a real agentic CRM from bolt-on AI.

CRM-native semantic layer

A full CRM semantic layer means AI accurately understands your business terms, data definitions, and management logic — no more AI disconnected from the business.

Built-in industry Know-How

Pre-configured Know-How libraries across the industries our customers operate in, with one-click extraction of your company's expertise into reusable AI skills — organizational knowledge becomes deployable capability.

Organizational-grade governance

Enterprise permissions, data boundaries, and audit trails. Every agent action inherits your existing CRM security model — no shadow AI, no compliance gaps.

Every function on one platform

Sales, marketing, service, industry — all agentic capabilities run on a unified platform. No stitched-together add-ons. One system, one memory, one governance model.

ShareAgent

Unified Entry for Intelligence

From passive Q&A to finished work.

  • Plans each request and routes it to the right agents and skills.
  • One prompt covers a customer brief, opportunity analysis, weekly report, or a smart order.
  • Outputs come with real CRM data and the next-best action attached.
ShareAgent active task delivery

Built on 14 years of real CRM know-how.

  • 14 years of CRM know-how across marketing, sales, and service, built in from day one.
  • Industry terminology, decision chains, and scenario templates pre-configured for your industry.
  • Your team's playbooks and red-line rules get captured as reusable skills, not lost in one person's head.
Built on 14 years of real CRM know-how.

The more your team uses it, the sharper it gets.

  • Remembers preferences. Adapts to your working style; the same report renders differently for a rep, a manager, or the CFO.
  • Remembers lessons. Scenario memory keeps what happened in similar deals, such as a deal that stalled on a missing compliance check, so the next one starts with that context.
  • Tracks business change. Decision-makers, buying cycles, and account context are kept current so the AI is never quoting last quarter's reality.
The more your team uses it, the sharper it gets.

A purpose-built AI teammate for every team.

Sales AI

Intelligent advisor across the opportunity lifecycle.

Before every call, AI aggregates full customer intelligence from public sources, internal history, and industry signals. Throughout the opportunity, an AI win-rate model diagnoses deal health, identifies stalling risks, and recommends next moves. After every deal, best practices, playbooks, and red-line rules get captured as reusable Skills — organizational assets that don't leave with your top reps.

Sales AI opportunity workspace

Marketing AI

The automated demand engine.

Multi-source signal collection identifies prospects across public data, news, industry sources, and internal signals. AI drafts messages, orchestrates channels, scores responses, and hands qualified opportunities to sales. Every campaign becomes training data for the next — the loop gets tighter, and the cost per qualified opportunity gets lower.

Marketing AI demand workspace

Service AI

The intelligent service hub across the full lifecycle.

Every inbound ticket is triaged, drafted, and — where possible — resolved by an AI teammate that knows your product, your policies, and your customer's history. For field service, AI orchestrates dispatch, part matching, and route optimization. After every visit, reports, warranty updates, and CRM entries are generated automatically. Your service team steps in only where judgment is required.

Service AI lifecycle workspace

Analytics AI

Data-driven decisions, in plain language.

Instead of waiting on the analytics team, ask directly. AI queries your data, surfaces patterns, attaches the underlying evidence, and hands you a decision-ready answer. Every dashboard becomes a starting point for a conversation, not an endpoint.

Analytics AI decision workspace

Built-in domain expertise

Pre-configured for the industries where our customers actually operate

Manufacturing

Complex products & channels.

Multi-level BOM management, product configurator, ERP integration (SAP, Oracle,etc.), distributor and dealer network management. AI understands your product taxonomy, warranty terms, and after-sales SLAs — not generic sales workflows.

Consumer goods (FMCG)

High-volume distribution & execution.

Connect distributors, field teams, retail execution, and channel data in one workflow. AI recommends routes and orders, recognizes SKUs and shelf share, and checks execution against your standards.

Logistics & warehousing

Connected operations from warehouse to delivery.

Connect inventory, warehouse workflows, transportation, and fulfillment in one operational view. Built-in Agents help teams surface exceptions, coordinate next steps, and keep delivery status visible across locations.

ShareHive

Enterprise Agent OS

The enterprise-grade platform that powers ShareAgent and every AI application on a unified runtime.

ShareHive

Enterprise Agent OS

ShareHive enterprise agent OS assistant

Enterprise Memory

Structured, Semi-structured Unstructured

Industry Know-how

Methodologies, Processes Accumulation

Multi-Agent Collaboration

Planning, Execution Feedback

Business Semantics

Understanding, Reasoning Decision-making

CRM Data

Customers, Transactions Behaviors

PaaS Capabilities

Integration, Extension Customization

See Agentic CRM on your actual workflow.

45 minutes with our team, walking through your data and workflow. See ShareAgent run live against a sandbox shaped like your own CRM.