Your Salesforce org knows things you don’t.
Your Salesforce data plus your favorite AI platform's knowledge of the world. Connect via OAuth and ask anything - pipeline questions, account research, org health - answered in seconds. Live in 30 minutes.
Bring your own AI
Works where you
already work.
CRMdig speaks MCP — the open protocol adopted across modern AI tooling. Connect in under a minute from the client of your choice.
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Generic AI fails on custom orgs
Salesforce’s own CRMArena-Pro benchmark puts generic AI accuracy at 58% on single-turn CRM tasks. The root cause: no knowledge of your custom fields, objects, or data model.
CRMdig builds that context before your first question.
— Salesforce CRMArena-Pro, 2025
Community-validated need
Salesforce developers on Reddit already recommend MCP-based org intelligence as the alternative to complex AI agent setups. CRMdig is that recommendation, productized.
— r/SalesforceDeveloper
Validated by org insiders
Confirmed 100% accurate by Salesforce professionals with 40+ combined years of platform experience.
— CEO Org Brief session
What people building on Salesforce actually say.
“Install a Salesforce MCP server into your Claude and call it a day.”
— Salesforce developer, r/SalesforceDeveloper
CRMdig is that MCP server. Pre-built, productized, maintained.
“I can answer any question about our org. The problem is I’m the only one who can — and the answers buried in our data that no out-of-the-box report surfaces are the ones that actually move the needle.”
— Salesforce architect
CRMdig surfaces what’s buried in your schema - without needing the one person who knows where to look.
“Generic LLMs hallucinate with Salesforce config. There just isn’t enough training data for custom orgs.”
— r/salesforce (33 upvotes)
We build the org context layer before your first prompt.
From signup to first answer in 30 minutes.
Connect your org
OAuth into your Salesforce org with our Connected App. Read-only. We never write to your data. Built for Enterprise and Unlimited orgs of any size - tested against orgs with 10,000 users and 500+ objects.
Standard Connected App OAuth · Per-user credentials · Read-only scopes
Pipeline processes your org
Before your first question, we've already mapped your org's objects, fields, Apex, flows, and relationships. The AI doesn't guess at your schema — it already knows it.
Built from your org's actual structure
Ask anything, get real answers
Your AI already understands business. It doesn't understand your Salesforce. CRMdig closes that gap — every object, field, and relationship in your org, structured so the AI can use it without guessing.
Inherits Salesforce permissions · No record data retained
Every Salesforce role. One intelligence layer.
Sales Director
Pipeline truth, not pipeline theater
– Which reps are logging calls but not advancing deal states – and how long has that pattern been going on?
– Which deals have the highest close risk right now?
Sales Rep
Prep for any call in 4 minutes
– What’s the full history on this account – and what should I know about their industry and recent company news before this call?
– What did we discuss in the last 3 meetings?
CRM Analyst
Clean data questions. Instant answers.
– Which accounts are missing key fields like Industry or Annual Revenue - and how many are there by record owner?
– What does our lead conversion rate look like by source over the last 6 months?
SF Admin
Inherited org? Know it by lunch
– What flows are active on the lead object and what do they do?
– What validation rules exist on Opportunity and what are they checking for?
RevOps Manager
Forecasts you can defend in a QBR
– How many open opportunities have had no stage movement in the last 45 days?
– Which custom fields are supposed to drive our forecast but are frequently left blank?
Common questions, answered directly.
How is this different from just asking ChatGPT?
Generic LLMs know a lot - but they don’t know your org. With CRMdig, your AI tooling has both: your org’s custom fields, objects, and relationships - plus everything it already knows about your industry, your accounts, and the world.
Do I need to be a developer or admin?
No. Designed for the full range of Salesforce users - executives, sales directors, analysts. If you can log in, you can use CRMdig.
Does CRMdig write to my Salesforce data?
No. Read-only, architecturally.
What LLMs does it support?
Any LLM client that supports MCP - currently Claude, ChatGPT, Manus, Cursor, Claude Code, and the list is growing everyday. Your subscription stays yours. CRMdig provides the org intelligence layer.
How long does setup take?
30 minutes or less for most orgs. Authenticate with your Salesforce login using our Connected App. Pipeline processes your metadata. You get your first org brief. Tested on orgs with 10,000+ users.
How is this different from Agentforce?
Different category. Agentforce builds customer-facing agents. CRMdig is a query intelligence layer for internal questions. No agents to build. No custom development or Salesforce licensing required.
Your org is already telling you something.
Ready to hear it?
Read-only OAuth · No data stored · First org brief is free · No credit card required