AI-Powered CRM

Your data.Your AI account. Your rules.

Gabriel doesn't send your CRM data to our AI provider — it sends it to yours. Connect your own OpenAI or Anthropic key and your contacts, deals, and notes flow only to an account you own and govern. No per-seat surcharges. No hidden markups. No costs that can spiral.

The Problem

Most CRM AI bills you twice — and pipes your data to a vendor's account

Other platforms charge a per-seat AI surcharge on top of your CRM seat — and quietly route your contacts, deals, and notes through their own AI accounts, under their terms, with no spending limit you control. You pay more and govern less.

$50+

per seat per month for AI add-ons

On top of the CRM seat you're already paying for

0

control over how your data is used

Your contacts and notes flow through the vendor's AI account

?

spending cap when usage spikes

Costs can run away — you can't set a limit you don't own

Bring Your Own Key

The customer is in control of how AI is used in their CRM

Paste in your OpenAI or Anthropic API key and every AI feature lights up. Your CRM data is sent to your AI account — never pooled into a shared vendor pipeline. You set the spending limits, you pick the model, you decide what AI even runs.

Your data goes to your AI account

When AI runs, your CRM data is sent to your OpenAI or Anthropic account under your terms — not pooled into a shared vendor pipeline. We're a passthrough, not a middleman.

No costs that can spiral

No per-seat AI surcharge. No opaque token markup. You pay your AI provider directly at their published rates, with the spending limits you set on your own account.

You control whether AI runs

Don't want AI? Don't add a key. Want it for some features but not others? Toggle each one. The customer is in the driver's seat — not the vendor.

Choose your provider and model

Connect OpenAI, Anthropic, or both. Pick the model that matches your appetite for cost vs. capability. Switch providers with one dropdown — no prompts to rewrite.

Full cost visibility, in real time

Every AI operation is logged with token counts and estimated cost. Usage dashboards break down spend by operation type and provider for the last 30 days. No surprise invoices.

Encrypted keys, tenant-isolated

API keys are encrypted at rest and never returned via the API. Every operation is tenant-scoped — your data never crosses into another customer's context.

Typical CRM AI add-on

$50+/seat/mo

Per seat. Every month. No matter the usage.

vs

Gabriel + your API key

~$2/mo typical

At your provider's published rate. With your spending cap.

Based on average usage of ~250 operations/month with gpt-4o-mini. Actual costs depend on your usage and chosen model — and the limits you set on your own AI account.

Data Privacy

The data path is short — and it ends at your account

When AI runs in Gabriel, the prompt and your CRM context are sent directly to your OpenAI or Anthropic account. Nothing pools into a shared vendor pipeline. Nothing trains a model you don't control.

Your CRM

Tenant-isolated data

Gabriel passthrough

No copy retained for training

Your AI account

OpenAI or Anthropic — you own it

What this means: the AI provider's data-handling terms are the ones you signed with them, on your account, governed by the policies you set. Gabriel doesn't insert itself between you and your provider's contract.

We don't proxy your data through ours

AI calls are made under your API credentials, against your provider account.

No key, no AI

Skip the BYOK setup and Gabriel runs as a CRM with no AI features. Your call.

Tenant-isolated, end to end

Every operation is scoped to your tenant. Nothing crosses into another customer's context.

No silent feature creep

New AI features default to off. You opt in per feature, not per release.

What AI Can Do

Six AI tools that actually save time

Every feature is context-aware, tenant-isolated, and usage-tracked. The AI doesn't just generate text — it reads your CRM data first so the output is relevant to every deal.

AI Email Generation

Generate personalized sales emails that reference real deal context — not generic templates.

  • Pulls contact, company, deal stage, and deal value automatically
  • Includes your last 5 interactions and 3 most recent notes
  • 7 intent types: intro, follow-up, meeting request, proposal, and more
  • Always a draft — never sent without your review

Meeting Notes Processing

Paste raw notes and get structured CRM data — summaries, action items, and follow-up flags.

  • Clean 2-3 sentence professional summary
  • Action items with priorities and suggested due dates
  • Key takeaways as a bulleted list
  • Selectively convert action items into CRM tasks

Workflow Generation

Describe an automation in plain English and get a complete workflow with triggers, delays, and conditions.

  • 6 trigger types including tag changes and pipeline stage changes
  • 8 action types: send email, create task, webhook, and more
  • Branching logic with 10 condition operators
  • 7 built-in example prompts to get started

Call Script Lifecycle

Generate, review, and refine call scripts with AI coaching — all in one place.

  • Structured sections: intro, qualifying, value prop, objections, closing
  • AI review scores scripts 1-10 with specific feedback
  • Edit individual sections with natural-language instructions
  • Personalization placeholders render with real contact data

Company Enrichment

AI synthesizes website content into concise company profiles — factual, professional, zero fluff.

  • Scrapes homepage and About page automatically
  • Fills empty fields; creates suggestions for existing ones
  • Dismissed suggestions are never re-surfaced
  • Uses cheap/fast models to keep costs minimal

Form Spam Filter

AI catches spam and solicitations before they pollute your pipeline — designed to never block a real lead.

  • Detects gibberish, bot content, and service pitches
  • Fails open on any error — real leads always get through
  • Temperature set to 0.1 for deterministic classification
  • Enable/disable per form with one toggle
Context-Rich AI

AI that reads the dealbefore it writes the email

Most CRM AI features generate from a blank slate. For email and note features, Gabriel automatically feeds your contact's title, company, industry, deal stage, deal value, last 5 interactions, and recent notes into the prompt. The result is output that sounds like it came from someone who actually knows the account.

  • Contact details, title, company, and industry
  • Current deal stage and deal value
  • Last 5 activities with dates and descriptions
  • Last 3 notes (auto-truncated for efficiency)
  • Sender's name and title for personalization

Generate Email

AI Draft

Context loaded

ContactSarah Chen, VP Engineering
CompanyDataflow Inc. (SaaS, 220 employees)
Deal$48,000 — Proposal stage
Last activityDemo call, 2 days ago
Recent note"Interested in API integrations..."
Follow-upProfessional

Generated draft

Subject: Following up on our API integration discussion

Hi Sarah, great connecting during our demo on Tuesday. Based on your interest in API integrations for the Dataflow engineering team, I've put together a proposal covering the key capabilities we discussed...

~380 tokens · est. $0.006 · gpt-4o-mini
Built-in Guardrails

AI with safety nets, not surprises

Every AI feature in Gabriel is designed with sensible defaults, human-in-the-loop review, and fail-safe behavior. No AI operation can block a lead, corrupt a record, or send a message without your approval.

Human reviews everything

AI proposes, you decide

Emails are always drafts — never auto-sent
Action items require checkbox selection to become tasks
Enrichment suggestions need accept/dismiss for existing fields
Workflows are generated for review, not auto-deployed
Script edits preserve your original alongside AI suggestions

Fail-safe by default

Errors never block your pipeline

Spam filter fails open — real leads always get through
Enrichment falls back to raw data if AI is unavailable
Missing API key disables features gracefully, not destructively
All operations are tenant-isolated — zero cross-tenant leakage
Every AI call is logged with user, tokens, cost, and status
Specifications

Enterprise AI capabilities, startup simplicity

Everything under the hood — models, limits, and behaviors.

Supported providersOpenAI and Anthropic
OpenAI modelsgpt-4o-mini, gpt-4o, gpt-4-turbo, gpt-3.5-turbo
Anthropic modelsClaude Haiku, Claude Sonnet, Claude Opus
AI operation types7
Email generation max tokens1,000
Workflow generation max tokens4,000
Script generation max tokens3,000
Email intents7 (intro, follow-up, meeting request, proposal, etc.)
Email tones4 (professional, friendly, formal, casual)
Script tones4 (professional, casual, consultative, assertive)
Workflow trigger types6
Workflow action types8
Form filter failure modeFail-open (always allows on error)
API key storageEncrypted at rest
Usage statisticsLast 30 days, by type and provider
Enrichment modelsAlways cheapest available (gpt-4o-mini / Claude Haiku)
Bring your own key — AI included in every plan

AI that works for you.Not the other way around.

Paste in your API key and every AI feature activates instantly. No setup wizards. No onboarding calls. No surprise invoices.

14-day free trial
No credit card required
AI works with your own keys
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