Define your schema, talk to Pilot to get things done, and pin live views your team checks every day. One workspace built around your process. No rigid vendor objects. No form-heavy UI.
AI pilots your space. No form navigation. No module-switching. Create, search, update, and link records from one conversation thread. Use /create, /find, or /update for precision. Describe anything in plain language and Pilot routes it to the right action.
Operations
No form navigation. No module-switching. Create, search, update, and link records from one conversation thread. Use /create, /find, or /update for precision. Describe anything in plain language and Pilot routes it to the right action.
Learn more →Live Views
Stop exporting to spreadsheets before every pipeline review. Ask Pilot to build a table, kanban, or dashboard against your live schema. Views stay updated and open from the Views hub for every teammate.
Learn more →Schema
Your sales process is not generic. Add Contacts, Deals, Quotes, or any custom object your team tracks. Lookups, currencies, selects, and attachments are all supported. No vendor model telling you what data matters.
Learn more →Arrange bar, line and gauge charts, list views and rich text on a 12-column grid. Save once, and the whole team reopens it from Views → Dashboards.
Learn more →Write what happened on a contact, a deal or any record. Notes stack newest first with your name on them, or System when a meeting recap is saved automatically.
Learn more →Control what each member can see or edit. Owners, admins, and members each get the right surface area across objects and fields.
Learn more →Each workspace is tenant-isolated with row-level security. Invite members and approve access without spinning up new infrastructure.
Learn more →Map columns to fields, validate every row, and choose create, skip or update for duplicates before anything is written. Up to 10,000 rows per file.
Learn more →Export selected objects as a ZIP of CSV files, one per object, with system and custom fields. Run it once or on a schedule; links stay valid for 48 hours.
Learn more →Publish embeddable forms for your site. Submissions map to your CRM objects—no copy-paste from inbox to CRM.
Learn more →Outbound webhooks POST JSON when records change, signed with HMAC if you want. Inbound endpoints map external JSON to CRM fields, with a 14-day event log.
Learn more →Fill AI summary and score columns across hundreds of records after import. Background jobs with date filters and missing-or-failed modes.
Learn more →Connect Google Drive at workspace level. Each member links Calendar, Gmail, and Telegram for personal workflow context.
Learn more →Look up SIREN and pull legal form, NAF code, address and officers from INSEE, BODACC and VIES. Review the diff, then apply it to the company record.
Learn more →Issue API keys bound to permission profiles. Bearer auth on /api/v1 for objects, fields, and records. Same governance as your team.
Learn more →Records hosted in the EU. Built and operated from Paris with GDPR-aligned practices.
Learn more →Create a personal omk_ key in Personal space → MCP, connect Claude, ChatGPT, or any MCP client, and work on your records without leaving the conversation. Claude searches, updates, and adds notes — with exactly your permissions, and every call visible in OSTRATA activity.
Reply to Claude…
https://ostrata.io/api/mcp · personal omk_ keyType /help for command tips, /guide for platform how-to, or use commands directly. Natural language still works for everything below.
/createAdd a new record on any object/listList records for an object type, with optional filters/findSearch records with filters (natural language works too)/guideAsk how the platform works — setup, views, integrations, permissionsShare any Operations thread with your team. Ask Pilot together, build live views on the spot, then share those views by permission profile or specific teammate.
Tap a sample prompt to see how Operations handles creates, searches, and live views against your schema.
Start your 30-day free trial. Schemas, Pilot, and Live Views are included from day one.