Simply CRM

The CRM you will actually use

Sales

Compliance CertificationsGDPR

Server LocationDenmark

About Simply CRM

A customer relationship management platform that helps teams manage contacts, deals, tasks and communications in one place. People use it to track sales activities, organize customer data and coordinate follow ups.

What Cakewalk Does With Simply CRM

Govern who on your team and which agents can access Simply CRM. AI agents can act inside Simply CRM with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in Simply CRM through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Use Case	Description
Let an Agent Handle Simply CRM TasksAgent Connection	A person asks their agent to do something in Simply CRM, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and LoggedAgent Connection	Every agent action in Simply CRM is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.