Preciso de saber configurar um CRM?

Não. Descreves o negócio em linguagem natural e o Pimzi AI propõe o CRM. Podes ajustar tudo no modo construir, mas não é obrigatório.

Que acontece se a AI fizer asneira?

Cada acção fica registada com o inverso: desfazes com um clique. Antes de operações em lote, o Pimzi tira um snapshot automático da configuração.

Posso migrar do meu CRM actual?

Sim, por CSV com mapeamento assistido e detecção de duplicados. Para migrações maiores, os parceiros fazem-no por MCP.

Onde ficam os meus dados?

Em Postgres, num schema isolado por cliente, em centros de dados na União Europeia. Backups diários com restauro por cliente.

A AI usa os meus dados para treinar modelos?

Não. Os fornecedores de modelos são usados com contratos sem retenção. Podes ainda usar a tua própria chave (BYOK) a partir do Premium.

O plano Free é mesmo grátis?

Sim, para sempre, até 3 utilizadores e 2 000 registos, com uma quota mensal de Pimzi AI. Sem cartão de crédito.

New · AI-built CRM

The CRM you build by talking.

Describe your business. Pimzi AI builds the CRM to fit (objects, pipeline, pages and automations) and changes it whenever you want, with one sentence. All with history and undo.

Start free See the product in 3 minutes

Free up to 3 users · no card · data hosted in the EU · in your language

We're a dental clinic with 3 doctors. We sell treatment plans by quote and do check-up appointments every 6 months.

Pimzi AIproposal ready in 9 s

I've prepared a CRM with 5 objects, 1 pipeline, 4 pages and 2 automations. Review the proposal before creating it.

+Patients · 14 fields, duplicates by tax ID and phone
+Quotes · value, treatment plan, doctor
+Pipeline: Appointment → Quote → Accepted → In treatment → Completed
+Check-up appointment reminder at 6 months

Create the CRM Adjust

Pimzi home dashboard with pipeline, tasks and recent activity

How it works

Three minutes from describing your business to using the CRM.

Describe

Pimzi AI asks you five questions, like a consultant would: what you sell, to whom, how, who's on the team and what you need to see every day.

Review the proposal

It starts from a blueprint for your industry and adapts it to your brief. You see objects, pipeline and pages before anything exists. Approve or adjust.

Use it and change it

The CRM is ready with sample data or with your CSV. When the business changes, tell Pimzi AI what you want. Every change has undo.

The product

A complete CRM from day one.

Pipelines, record pages, tasks, inbox, calendar and email. It's not a generic builder: everything in it exists to manage customers.

Pimzi home page: deals pipeline in kanban, today's tasks and activity

Kanban and tables 360º record page Tasks and calendar Email with templates Web forms Import and duplicates Mobile

Pimzi AI

The AI doesn't write emails. It builds the CRM.

In CRMs “with AI”, the AI operates on top of the CRM. In Pimzi, the AI operates the CRM itself: data model, pages, views, menus and automations.

“Add a Capacity field to deals and show it on the kanban cards.”
Every action is a card showing what changed, with an Undo button
Bulk operations show a preview before saving
It knows which page you're on: “change that chart” works

Meet Pimzi AI

Pimzi AI panel next to the kanban: adds a field, changes the view and offers to fill in 14 records

External MCP client (Claude) building a CRM in Pimzi by conversation

MCP · Model Context Protocol

Connect Claude, ChatGPT or your own agent to your CRM.

Pimzi is MCP-first: an MCP server with OAuth exposes everything Pimzi AI can do. The agent you already use reads, writes and reconfigures the CRM, with the same rules, the same history and the same undo.

ClaudeChatGPTCursorYour own agentsOAuth 2.1 · PKCE

Read the MCP docs

Build without code

Everything is configurable. By you or by the AI.

A low-code engine dedicated to CRM: what the AI does from one sentence, you can do in build mode. And vice versa.

Objects and fields22 field types, relations, formulas, rollups, validations and duplicate rules.PipelinesSeveral per object, stages with probability, required fields and loss reasons.Pages and viewsSections, columns and 20 blocks. Table, kanban, calendar, cards, timeline and map views.AutomationsTriggers, conditions and catalog actions, with an execution log and loop protection.PermissionsRoles per object: CRUD, scope (mine, team, all) and field-level rules.Theme and brandColors, logo, dark mode, custom domain, language and formats per tenant and per user.

Solutions by industry

A “deal” can be a quote, an enrollment or an application. Pimzi knows.

See all industries

BlueprintEnergy installersTechnical proposals, installations, maintenance and per-equipment warranty.BlueprintClinics and practicesPatients, quotes, treatment plans and check-up appointments.BlueprintReal estate agenciesProperties, owners, buyers and viewings: two pipelines that cross.BlueprintAgencies and consultanciesProposals, projects, hours and renewals. And the same CRM for your clients.BlueprintSchools and trainingApplications, enrollments, classes and installment payments.BlueprintAssociationsMembers, dues, events and volunteers, with the sign-up portal included.

Who it's for

Built for teams with their own process and no time to configure it.

SMEs with a sales team: 2 to 50 users. They find generic CRMs rigid and the big ones too expensive. They want their own pipeline, not a template's.
Agencies and consultants: They set up CRMs for clients. With blueprints and MCP, what took weeks takes an afternoon, and it's repeatable. Partner program
Businesses outside the mold: Clinics, schools, associations, installers, real estate: a “deal” is a quote, an enrollment or an application and the CRM knows it.