You'll own it — talk to us

Sovereign CRM

For: Sales and revenue teams running pipeline, accounts, and forecasting on their own data model — no per-seat SaaS tax, no vendor lock-in on the customer record. A running platform on day one, with a scoped AI Agent template for every module below — kept in line by the Sovereign AI Knowledge Kit, so Cursor, Claude, and Copilot keep shipping code that fits the architecture instead of losing weeks to drift.

What's in the package

A running, branded platform on your own infrastructure.

A running, branded product on your own Cloud Run, GitHub, and database — sign-up, sign-in, invites, roles, admin console, and audit trail already working on day one, on top of the sovereign 4-layer architecture (Users, Companies, Workspaces, Modules). Yours to own — no vendor in the middle.

  • Setup & branding tooling — provision your environment and skin the platform with your name, colors, and logo before your first commit
  • Sample data on day one — demo Users, Companies, and Workspaces already populated, so you can explore before you build
  • Built for AI, built for audits — documented interfaces that keep AI-generated code in bounds, and the same access checks SOC 2 and ISO 27001 reviewers look for. See the Architecture page.

Scale profile

Who you are in this
The operator running the sales organization — reps, pipelines, and deals through your CRM
Scales into millions
Contacts and activities across the full history of the sales operation
Scales into thousands
Companies (accounts), deals, and users on the sales team
What matters most
Ownership boundaries, pipeline integrity, and a complete activity history that survives rep turnover

Sovereign AI Knowledge Kit

Every module, with its own AI Agent — all included.

Each module ships as a working template with a scoped AI Agent already wired to it, both built on the Standard Module Interface. That's what keeps Cursor, Claude, and Copilot generating code that fits the Sovereign CRM architecture instead of drifting — saving the weeks most teams spend writing and re-writing that guardrail logic by hand.

Deals

opportunities with stage, value, owner, and full history

AI Agent

Deals Agent

flags stalled deals and drafts next-step recommendations grounded in deal history

Activities

calls, emails, meetings, notes, and tasks against any record

AI Agent

Activities Agent

drafts call and meeting summaries and logs follow-ups automatically

Pipelines

configurable stages per sales team, kanban and forecast views

AI Agent

Pipelines Agent

flags pipeline coverage gaps before a forecast call

Email Sync

two-way sync with Gmail and Outlook, log emails against contacts

AI Agent

Email Sync Agent

drafts replies grounded in full contact and deal history and logs them automatically

Reporting

deal flow, pipeline conversion, activity volume — dashboards from the record data

AI Agent

Reporting Agent

answers pipeline and conversion questions in plain language, grounded in your own data

Ready to own Sovereign CRM?

Talk to us about your build, or see how Sovereign Pre-Builts are priced.

You'll own it — talk to us →See pricing →

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Get started with Sovereign CRM.

Tell us a little about what you're building and roughly when you need it.