Use AI to interact with your CRM
Give your AI assistant live, governed access to your go-to-market stack so your teams get visibility into their data and help with their administrative tasks.
The only data layer that gives an AI assistant live, read-and-write access to the whole GTM stack so every rep works their own book of business through the assistant they already use.
Your pipeline answers are scattered across tabs
When answering one question means digging through tabs and logging the work by hand, your team is slowed down in a market that's speeding up. CData connects all your GTM systems so your AI can provide live insights and take action across the stack.
A copilot for the whole GTM stack
CData Connect AI lets reps ask and act through the assistant they already use, with the governance, security, and controls that let IT connect AI to the CRM.
Ask about the pipeline, then let the copilot act on it
The CRM in the rep's chat
Ask "what's open on this account, and when did we last talk?" and get a live answer from Salesforce, HubSpot, or Dynamics without leaving the conversation.
From asking to acting
The copilot writes back: it updates records, logs activity, and drafts outreach, so the CRM stays current instead of decaying.
The layer that lets you open the CRM to AI
Every rep, their own permissions
Each user's own CRM permissions are enforced at runtime through passthrough identity, with read-only and PII-masking options on top and no shared service accounts.
Custom objects included
Connect AI discovers and queries the custom objects and fields your CRM is built on—where other MCP connectors fall short.
Scales without runaway cost
Source-level semantic intelligence teaches the model each system's shape up front, cutting tool calls ~35% and lowering token cost across large CRM schemas.
What teams get from it
Reps stop stitching answers together by hand, and the CRM stays current without manual entry.
Ask once
One AI experience spans the CRM and the systems around it, so reps stop hunting across tabs.
~35% fewer tool calls
Semantic intelligence keeps token cost down across large CRM schemas.
0 manual data entry
The copilot writes back: records update and activity logs itself from chat.
How it works: connectivity, context, control
CData's unique capabilities make a GTM copilot trusted, useful, and efficient. No single-app CRM AI, native MCP Server, or MCP gateway offers the same combination.
Reaches the whole stack
Read and write across the stack
The assistant queries Salesforce, HubSpot, Dynamics, the warehouse, and shared docs in place, and writes back through the same endpoint. A summary reflects the pipeline as it stands now, not last night's sync.
Makes the copilot accurate
Works with the CRM you built
Custom-entity support discovers the custom objects and fields where your GTM logic lives, and source-level semantic intelligence teaches the model each system's shape. Ask any question of your data and know the answer will be accurate.
Keeps reps in their own book
Every rep sees only their own book
Each rep's own CRM permissions pass through at runtime, with read-only and PII-masking options for regulated teams. Every query is logged: who asked, what ran, what returned.
How CData creates a copilot for customer success
Let AI agents do the prep so you can spend more time with customers
Get a complete customer picture in minutes: renewal date, health score, open tickets, last call context. The same answer for every team member, every time, without switching between systems.
CData
Connect your copilot to the whole GTM stack
Connect any MCP-enabled AI client to the CRM, marketing platform, warehouse, docs, and other systems your pipeline runs on.
