The CRM for the age of agents.

Your pipeline, outreach, and analytics: run by AI that does the work.

Limena · AI Assistantapp.limena.io/ai

Which deals went quiet this month?

3 deals have had no activity in the last 30 days:

Deal	Inactive	Stage
Helix logistics review	87 days	Negotiation
Coastal advisory review	34 days	Qualified
Taskerco growth audit	19 days	Proposal

Helix has been in Negotiation the longest: 87 days without a touch.

Set a follow-up task for Helix, due Friday.

Appliedcreate_task

Create a follow-up task for the Helix logistics review deal.

Subject: Follow up with Helix Logistics
Due At: 2026-06-19
Entity Type: deal

Done: task created and written to the audit log.

Ask anything about your CRM…

Scripted demo · real product UI

01Who it’s for

Built for small B2B teams who win clients through relationships, not transactions.

Consultancies
Agencies
Studios
Advisory firms

Wherever every client started as a conversation. Limena is built for how you actually sell.

02How it works

AI that does the work, not AI that watches it.

Ask in plain English

Find the quiet deals, draft the follow-up, fix the data: ask the way you would ask a colleague.

Review what Limena proposes

The gate

Every write comes back as a proposal first: the exact change, the exact fields. Nothing runs until you confirm.

Approve: it is done, and logged

One click applies the change. Every action Limena takes is written to the audit log.

03The platform

A complete CRM, with AI woven through it.

Pipeline, contacts, outreach, automations, analytics: not a chatbot bolted onto a database. Everything below is live in the product today.

An assistant that acts, not just answers

The same conversation that answers your questions can move deals, log notes, and build campaigns: each change proposed first, confirmed by you, then applied.

Limena · AI Assistant

Move the Meridian deal to Proposalupdate_deal
Log a note on Brightconsult: they want Q3 pricingcreate_note
Add the Manchester list to the spring campaignadd_list_to_campaign

Each one proposed first, confirmed by you, then applied, and audit-logged.

Web research that cites its sources

Limena researches contacts and companies on the open web and proposes fields with citations attached. Anything it cannot source is dropped, never invented. You review before a single field saves.

If Limena can’t source it, Limena doesn’t write it.

A feed that brings the work to you

Quiet deals, unanswered replies, this afternoon's meeting: Limena watches your pipeline and raises what needs a human, with the context already gathered.

Limena · Today

Helix logistics review has gone quiet: 87 days in Negotiation.Draft a follow-up
Jamie Hayes replied to your last email yesterday.Open the thread
Meeting with NorthStar Partners at 14:00, brief ready.Read the brief

Pipeline that flags its own staleness

Every deal at a glance, and the ones going quiet wear their age on the card, before they slip.

Limena · Pipeline6 deals · £127,500

Qualified2 · £28,000

Brightconsult ops retainer

Jamie Hayes

£18,0004d

Coastal advisory review

Priya Ramachandran

£10,00012d

Proposal2 · £47,000

NorthStar partnership

Jessica Riley-Park

£32,00021d

Taskerco growth audit

Alex Tasker

£15,0008d

Negotiation2 · £52,500

Helix logistics review

Morgan O’Brien

£22,50087d

Meridian strategy retainer

David Chen

£30,00014d

Outreach drafted from real context, sent from your real mailbox

Drafts come from what your CRM actually knows: named signals, not templates. Sending goes through your connected Gmail or Outlook, and replies attribute back to the contact automatically.

Limena · OutreachAI-drafted from CRM context

To: Jamie Hayes, Operations Director at Brightconsult

Subject

Re: Brightconsult's Q3 resource planning

Draft

Hi Jamie,

I noticed Brightconsult recently expanded into the North West. Congratulations! Given your operations background, I thought our logistics workflow tooling might save your team some overhead as you scale the new office.

Would a 20-minute walkthrough be useful? Happy to work around your schedule.

Best,
Angus

Company expansionRole matchGeography

Plain English is the interface.

“When a deal sits in Proposal for 14 days, draft a nudge for my review.”

Automations you author by describing them

Limena turns the sentence into a rule you approve, then it runs.

“founder-led firms like Brightconsult”

Search by meaning, not keywords

Semantic search finds the records that match what you meant.

“Reply rate by campaign, last quarter”

Analytics you can just ask for

Questions become charts on your dashboard. No query builder.

Seen enough of the platform? See it on your own data.

04Agent-ready

Your agents can work here too.

The headline isn’t a metaphor. External agents operate the same capability registry your team uses, over MCP, with scoped keys, and every invocation written to the audit log.

tools/callAuthorization: lmn_••••••••

{
  "method": "tools/call",
  "params": {
    "name": "create_task",
    "arguments": {
      "subject": "Follow up with Helix Logistics",
      "due_at": "2026-06-19",
      "entity_type": "deal"
    }
  }
}

capability: create_task
required_scope: tasks:write
rate_zone: mcp
mutates: true
audit: every invocation logged

Keys are scoped per capability family, writes are rate-zoned, and the audit log records which key did what. Governance is the registry’s job, not the agent’s goodwill.

The published registry: counted, not rounded

58 capabilities · AI-powered

add_contacts_to_campaign
add_list_to_campaign
add_segment_to_campaign
bulk_create_contacts
campaign_comparison
cancel_campaign_send
check_send_approval
complete_task
count_records
create_campaign
create_company
create_contact
create_deal
create_note
create_task
draft_email
find_or_create_company
find_or_create_contact
find_similar_companies
find_similar_contacts
get_campaign
get_campaign_summary
get_company
get_contact
get_deal
get_my_tasks
get_outreach_history
get_pipeline_summary
get_recent_outreach
list_call_recordings
list_campaign_members
list_campaigns
list_company_contacts
list_entity_attachments
list_entity_notes
list_meetings
list_tasks
list_users
log_meeting
log_outreach
outreach_by_channel
outreach_summary
pause_campaign_send
query_analytics
recent_activity
remove_contact_from_campaign
request_campaign_send
search_companies
search_contacts
search_crm
search_deals
send_one_off_email
top_contacts
update_campaign
update_company
update_contact
update_deal
upload_outreach_feedback

Read the developer docs

05Switch in an afternoon

Bring your CRM with you.

The reason most firms stay on a CRM they dislike is the move. Limena’s migration wizard makes the move the easy part.

01
Upload the export
Take the ZIP your old CRM gives you and drop it in: multiple files, messy headers and all.
02
Limena classifies each file
Companies, contacts, deals: detected per file, with you able to override any call.
03
Mapping arrives pre-solved
Columns land mapped: alias matching plus AI suggestions for the strays. You confirm before anything imports.
04
Relationships arrive intact
Cross-file links are resolved, so deals land attached to their contacts and companies. Anything unresolvable is reported, never invented.

Limena · Migration resultshubspot-export.zip · 3 files

712of 740 rows landed as live records

712imported
9merged with existing records
19errored, CSV report per file

Sample data · the real results screen, including the per-file error reports.

06Governed AI

Trust you can verify.

No aspirational badges. These are properties of the code and the database.

AI writes are proposed, not performed
In the app, every AI write arrives as a proposal: the exact change, confirmed by you before it runs.
Everything lands in the audit log
Every mutation (human or AI, in-app or over MCP) is written to an append-only audit log.
Tenant isolation enforced by the database
Row-level security is forced on every tenant table, and production connects as a non-superuser role.
Credentials encrypted per tenant
Integration credentials are encrypted with AES-256-GCM under keys derived per tenant.
Data stored in the UK
Primary data lives in UK regions. AI processing defaults to Anthropic in the US: stated plainly, as our trust portal does.
Your AI, on your terms
Managed AI, bring your own key, or point Limena at a self-hosted model.

Limena Labs Ltd · registered in Scotland, no. SC890201 · 0/2, 17 Cardon Square, Renfrew, PA4 8BY

The CRM for the age of agents.

AI that does the work, not AI that watches it.

Ask in plain English

Review what Limena proposes

Approve: it is done, and logged

A complete CRM, with AI woven through it.

An assistant that acts, not just answers

Web research that cites its sources

A feed that brings the work to you

Pipeline that flags its own staleness

Outreach drafted from real context, sent from your real mailbox

Automations you author by describing them

Search by meaning, not keywords

Analytics you can just ask for

Your agents can work here too.

Bring your CRM with you.

Upload the export

Limena classifies each file

Mapping arrives pre-solved

Relationships arrive intact

Trust you can verify.

AI writes are proposed, not performed

Everything lands in the audit log

Tenant isolation enforced by the database

Credentials encrypted per tenant

Data stored in the UK

Your AI, on your terms

Bring your current CRM’s export.Leave with it living in Limena.