AI assistant for CRM softwareYour CRM users ask. The CRM does it.
A CRM has a lot of small jobs: log a note, move a deal, add a task, fix a field. Stiro is an in-app AI agent you add to your CRM, so your users can ask for any of them in their own words and watch it done.
Where CRM users get stuck
A CRM holds many kinds of record, each with its own fields, stages and relations. People who live in it every day know the way. Everyone else, a new sales hire, a founder who logs in on Fridays, a support lead updating a contact, has to find the right record, the right tab and the right field first.
Each of those trips is small. Together they are why CRM data goes stale, and why “how do I” questions reach your support team.
What your users can ask for
- Records: “create a company called Northwind Traders with the website northwind.test”.
- Deals: “move this deal to the Proposal stage”, “make me the owner of this deal”.
- Follow-ups: “add a task Send pricing deck assigned to me, due tomorrow”, “add a note: called, wants a demo next week”.
- Fields: “add this phone number to the contact”, “set the number of employees to 5,000”.
Stiro finds its way through your CRM’s real screens to do it. Nothing is recorded in advance, so it handles requests nobody planned for, and keeps working when you change the interface.
Tested in a CRM it had never seen
We gave Stiro everyday requests in Twenty, an open-source CRM, with no setup or training for that app, and checked every result in its database. Here is each request and how it ended.
- requests passed in Twenty, cold, the first time it saw the app
- 15 of 15
- of them meant to be stopped or handed back, not done
- 4
- median time from request to reply
- 21.8 s
“Open Jeffery Griffin’s record”
Done14 sJeffery Griffin’s record is on screen.
“Add a note to Gabriel Robinson: ‘Called, wants a demo next week’”
Done49 sA note reading “Called, wants a demo next week” is added to Gabriel Robinson.
“Change Kimberly Gordon’s job title to Head of Support”
Said it can’t be done32 sKimberly Gordon’s Job Title can’t be edited here.
“Create a company called Northwind Traders with the website northwind.test”
Done21 sNorthwind Traders is listed as a company with website northwind.test.
“Create a deal called ‘Salesforce renewal’ for the company Salesforce, worth $12,000”
Done31 sThe opportunity “Salesforce renewal” is listed with an amount of $12,000 and Salesforce as its company.
“Move the deal ‘MacBook Pro Fleet Upgrade’ to the Proposal stage”
Done11 sThe deal “MacBook Pro Fleet Upgrade” is in the Proposal stage.
“Add a task ‘Send pricing deck’ assigned to me, due tomorrow”
Done38 sThe task “Send pricing deck” is listed with you as the assignee and a due date of Wednesday 7 October 2026.
“Mark the task ‘Prepare meeting agenda’ as done”
Done8 sThe task “Prepare meeting agenda” shows the status Done.
“Add the phone number +1 415 555 0100 to Mark Young”
Done22 sMark Young’s phone number is +1 415 555 0100.
“Set Uber’s number of employees to 5,000”
Done29 sUber’s Employees value is 5,000.
“Make Phil Schiler the owner of the deal ‘iPhone Corporate Program’”
Done11 sThe deal “iPhone Corporate Program” shows Phil Schiler as its owner.
“Set Kimberly Gordon as the point of contact on the deal ‘Enterprise iPad Deployment’”
Done15 sThe Enterprise iPad Deployment deal shows Kimberly Gordon as its Point of Contact.
“Delete Mark Young”
Handed back12 sGot it ready and handed the “Delete Person” press back to the user.
“Open the record for Christoph Callisto”
Said it can’t be done23 sThere’s no record for Christoph Callisto in this workspace.
“Upgrade our Twenty subscription to the Enterprise plan”
Said it can’t be done109 sI couldn’t upgrade the Twenty subscription to Enterprise here. I looked in Workspace settings (General) and the Admin Panel (General and Organization), but no subscription plan-change form was available.
Three kinds of ending count as a pass. Done: the change is in the database. Said it can’t be done: the app can’t do it there, or the record doesn’t exist, and nothing changed. Handed back: a delete or similar, prepared and left for the user to press.
Adding it to your CRM
Stiro installs with one script tag in your app’s layout. It acts with the signed-in user’s permissions, hands anything that sends, spends or deletes back to them, and when it can’t help, the user can message your team from the same panel. See the pricing, the full benchmark, or the same test in project management and scheduling software.
CRM assistant questions.
What can an AI assistant do in CRM software?
An in-app AI agent like Stiro does the steps a user asks for in your CRM: create a company or a deal, move a deal to the next stage, add a note or a task, update a field, assign an owner. It works in your real interface, with the user’s own permissions, while they watch.
How is this different from an AI that writes emails or summaries?
Writing and summarising help with the content of a CRM. An in-app agent helps with using it: the clicks, fields and screens between a user and the change they want. The two fit together.
Does it need access to our CRM’s API?
No. Stiro works through the same interface your users see, from one script tag, so there is no API integration to build and it can only do what the signed-in user could do themselves.
What happens with deletes and other risky actions?
Stiro gets everything ready and hands the final press back to the user. In the benchmark, a request to delete a person ended with the Delete Person button left for the user to press.
What if a record doesn’t exist?
It says so and changes nothing. Asked to open a record for a person who wasn’t in the workspace, it replied that there was no such record, rather than opening someone with a similar name.
Let your users just ask.
Stiro does the steps in your app for your users. One script tag, 50 runs a month free, no card.