The AI-native CRM. It remembers every relationship, so you never drop one.
Coming soonNot a classic CRM with a chatbot bolted on. Hazel is built so that you, or an AI working on your behalf, can run the whole thing.
Ask "what's due today?", "find stalled accounts", or "tidy up my board" and Hazel's Copilot does the work: it reads your pipelines, moves records, adds notes, and sets follow-ups.
Voice input, file attachments, and a plan mode that is read-only by construction, so you can explore safely before letting it act.
The Copilot keeps a working memory of your business: what you sell, who you sell to, and the rules you give it, and it carries that context into every conversation.
Every record keeps total recall too: one merged timeline of notes, stage moves, meetings, and every sync that ever touched it.
Everything the app can do is exposed through a built-in MCP server, so Claude and other AI agents can operate your CRM with scoped, revocable keys: read-only or read-and-write.
Text that arrives from third parties is quarantined, so a prospect's bio can never smuggle instructions to your agent.
Multiple boards, each with its own stages, colors, and won/lost outcomes. Drag records across a clean kanban view.
Boards hold contacts or companies directly. No deal objects to babysit.
Records deduplicate on LinkedIn identity, so imports and re-syncs never create twins. Incoming data fills only the blanks and never overwrites what you've curated.
Company records carry enriched detail: email, phone, address, and contact pages sourced from the company's own website.
One follow-up per record: a date and a note. A single view of Overdue, Today, and Upcoming.
Email and push reminders retry until they are actually delivered, and if delivery ever fails, that failure lands on the record instead of disappearing.
Connect Google or Outlook. Events sync both ways, new events get Meet or Teams links, and meetings attach themselves to the right record.
Track held and no-show outcomes, get reminded before every meeting, and see it all in month or week view, in your timezone.
Public booking pages with your availability rules: buffers, minimum notice, and daily caps. Invitees confirm, reschedule, or cancel themselves, calendar invite attached.
Double-booking is blocked at the database level, and a confirmed booking can advance the contact's stage automatically.
Connected to Banyan Outpilot: push leads, lists, and companies straight into Hazel, and let every LinkedIn reply flow onto a pipeline that mirrors your outreach stages automatically.
AI meeting notes from Banyan Scribe land on the record too.
Hazel is in private beta while we finish the details. The features above are built and running today, not a roadmap.