Leads
Inbound and captured prospects land as leads with status, tier, pool, owner, chat summaries, research, enrichment, and next-best-action guidance, ready for follow-up.
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FeatureAI CRM
An AI-native CRM your team actually works from
YouEx.ai keeps leads, contacts, companies, and opportunities in one workspace with research, relationship maps, and pipeline views built in. Then the same CRM opens in ChatGPT, Claude, and Slack so your AI workflows have full access to your CRM data.
From capture to closed
1
Capture
Chat, email, cards, forms
2
Research
Briefs in the background
3
Convert
Leads → Opportunities Pipeline
4
Act
Email, route, close
Why it matters
Most CRMs are filing cabinets. Reps paste notes after the call, research lives in tabs, and pipeline boards drift from reality, while the AI tools they actually use can't touch the data.
YouEx.ai flips that: capture → research → convert → action, with the CRM reachable from the assistants and channels your team already lives in.
Core objects
Four records. One revenue picture.
Contacts
People at companies with titles, LinkedIn, phone, and relationship context. Expand from a single thread into the full buying committee.
Companies
Account records that hold industry, website, type, and company research, so every deal has a shared picture of who you’re selling to.
Opportunities
Deals with amount, stage, probability, close date, and linked company/contact. Track pipeline in list or kanban, then draft follow-up from the record.
Leads & contacts
Context on the record, not in another app
Open a lead and see next best action, research, chat summaries, enrichment, and routing in one place, so the first follow-up starts with context.
- Every Lead is researched: AI research briefs with executive summary and sources
- Next best action on the record: book a meeting, follow up, or research
- Enrichment that fills gaps without overwriting trusted fields
- Website chat summaries, topics discussed, and capture context
- Routing, pools, tiers, tags, and assignment for the right owner
Opportunities
Pipeline you can see and move
Track total pipeline and period rollups, then work deals in list or kanban with amount, probability, and stage on every card.
- Pipeline value by quarter and month at a glance
- Kanban stages from Prospecting through Closed Won / Lost
- Amount, probability, expected close, and linked company/contact
- AI email drafts and scheduled sends from the opportunity
- Custom fields, tags, and notes for deal-specific context
Email on the deal
Draft, schedule, and regenerate from opportunity context
Open an opportunity and work follow-up from the Email tab. AI drafts grounded in the deal, scheduled sends, and one-click regenerate when the message needs a rewrite.
See Automated Follow-up
Relationship maps
See the buying committee, not just one contact
Map relationships with role tags so coverage is obvious before the deal stalls on a single thread.
Map relationships
See who sits around the deal (team members, referrals, champions) with role labels that make coverage obvious.
Click through to the record
Jump from the map into the contact or lead for research, email, and next actions.
Grow past a single thread
Enterprise deals stall when you’re stuck on one contact. Relationship maps keep the buying committee visible.
How it works
Capture once. Work it everywhere.
Step 1
Capture from every channel
Website chat, scheduling, business cards, digital cards, email, and manual entry all create or update CRM records in the same workspace.
Step 2
Enrich and research in the background
Automated research and enrichment add briefs, sources, and missing contact details without clobbering data your team already trusts.
Step 3
Act from the record or from AI
Draft and schedule email, route leads, move opportunities, and work the same CRM from the web app, Slack, ChatGPT, or Claude.
CRM access
Same CRM. ChatGPT, Claude, and Slack.
You don't have to live in the CRM UI to keep the pipeline accurate. Work records from the AI assistants and channels your team already uses, with the same workspace permissions as the web app.
ChatGPT App
Install YouEx.ai from ChatGPT’s Apps catalog. Search and update CRM records, open interactive editors and report cards, and run revenue workflows in plain language.
Learn moreClaude MCP
Connect Claude (and other MCP clients) to your live workspace. Create leads, manage opportunities, pull research, and take action with typed tools, not copy-paste.
Learn moreSlack App
Search leads, contacts, companies, and opportunities with slash commands. Edit records in a private panel and get high-intent lead alerts in channel.
Learn more
Scheduled agents
Nightly email review that keeps the CRM honest
Pair YouEx.ai with scheduled ChatGPT Agents, for example an Email Logger that reviews Gmail each evening, identifies messages clearly related to sales, and logs them into the CRM so activity doesn't die in the sent folder.
Schedule a ChatGPT Agent
Point a scheduled agent at your Gmail (or review sent mail on a cadence). Tell it to identify messages that belong in the CRM.
Review and log overnight
Each evening run reviews messages since the last pass, decides what’s clearly sales-related, and logs relevant activity into YouEx.ai.
Wake up to a fresher CRM
Your pipeline stays current without nightly data entry, and you can still ask the agent to summarize what it logged or check a single email.
In practice
How teams use it
Inbound to owned lead
A website visitor chats, becomes a lead with a conversation summary, gets researched overnight, and lands with a next best action for the assigned owner.
Pipeline in motion
Reps move deals across kanban stages, keep amount and probability current, and regenerate follow-up drafts from opportunity context.
CRM wherever you work
Ask ChatGPT for today’s high-intent leads, update a stage in Claude, or search a company from Slack. Same workspace, same permissions.
At a glance
Revenue context, ready to act on
- Core objects: leads, contacts, companies, and opportunities in one AI-native CRM
- Deal pipeline: list and kanban views with amount, stage, probability, and close date
- Research & enrichment: briefs on the record; fill gaps without overwriting trusted fields
- Relationship maps: buying-committee context beyond a single contact
- Email on the deal: AI drafts, schedules, and regeneration from opportunity context
- Access everywhere: ChatGPT App, Claude MCP, Slack, and scheduled agents that keep email activity logged
FAQ
Common questions
Is YouEx.ai a full CRM or just a lead inbox?
It’s a full AI-native CRM: leads, contacts, companies, and opportunities, plus research, enrichment, routing, email drafts, and relationship maps. Built for revenue work, not spreadsheet storage.
Can I use the CRM from ChatGPT or Claude?
Yes. The ChatGPT App and MCP server let you search, create, and update CRM records from natural language. Claude and other MCP clients connect to the same live workspace.
Does Slack replace the web CRM?
No. It complements it. Search, view, and edit from Slack when you’re already there; use the full app for pipeline boards, deep research, and deal detail.
How do scheduled ChatGPT Agents update the CRM?
You can schedule an agent (for example a nightly Email Logger) to review sent Gmail messages, identify what’s clearly related to sales, and log relevant activity into YouEx.ai so the CRM stays current without manual entry.
Put every lead and deal in a CRM that keeps up with how you sell.
Start with AI-native records and pipeline, then open the same workspace from ChatGPT, Claude, Slack, or a nightly agent that logs the emails you already send.