Integration · Revenue
Your CRM, read in full and written to carefully.
Brigham.ai works inside the erp.io CRM. It reads the whole record of a relationship, and it writes only what an admin has turned on.
What it can read
01
People and companies
Contacts, organizations and the relationships between them.
02
Custom objects
The objects your team defined, with their fields.
03
Pipelines and deals
Pipelines, stages, deals and the full stage history.
04
Activity
Activities, tasks and appointments on every record.
05
Mail timeline
Mail linked to a person or deal, in order.
Writes are reversible, off by default.
An admin enables writes one category at a time. Each one can be undone.
- Create a task
- Log a note
- Update fields
- Move a stage
Scopes and access
- Connects as
- The erp.io CRM, within each person’s permissions
- Access
- Read-only by default
- Reads
- People, companies, relationships, custom objects, pipelines, stages, deals, stage history, activities, tasks, appointments, mail timeline
- Writes
- Create task, log note, update fields, move stage (separate grant, per category)
- Needs approval
- Anything outside the enabled write categories
- Visibility
- Follows CRM permissions. Brigham.ai sees what you can see
- Availability
- Available
Ask it
- ›“Which deals have not moved stage in 30 days?”
- ›“Show everything we know about Northwind.”
- ›“Log a note on Dana’s record about today’s call.”
- ›“Create a follow-up task for each deal in Proposal.”
- ›“Who at this company have we spoken to this quarter?”
Questions, answered.
Can Brigham.ai change my CRM data?
Only for categories an admin has turned on. Writes are off by default and reversible.
Does Brigham.ai see records I cannot?
No. It works within the permissions of the person asking.
Keep reading.
SequencesBrigham.ai reads enrollments, sends, engagement, consent and suppression to explain what happened to a contact. Enrolling anyone needs approval.Read →
Booking pagesWhen someone books through an erp.io booking page, Brigham.ai sees the appointment and has the meeting prep ready before it starts.Read →
Sales & BDPipeline reviews, follow-ups owed and meeting prep drawn from your CRM and your own threads. Brigham.ai drafts the nudges. You send them.Read →
Action classesBrigham.ai sorts every action into read, reversible write or sensitive. Sensitive actions always wait for a person.Read →