CRM moduleRoadmap
A CRM module,
in development.
We’re building an optional CRM (customer relationship management) module. It is on a branch, not in a release.
vexa · accounts (planned)illustration
Your meetingsVexa, on your serversThe recordCRM records, planned
- Your meetings
- Vexa, on your servers
- The record
- CRM records, planned
What we’re building
Records for accounts, people, deals, meetings and commitments, in your self-hosted Vexa.
planned
- Behind
- Same gateway and access model as meetings and agents
- Read by
- Agents would read them over the Model Context Protocol
Where it stands
A draft on a branch of the open-source repository. No date.
- Not started
- In development
- Early
- Shipped
What works today
Vexa does not connect to HubSpot, Salesforce or any other CRM.
- When a meeting ends
- Vexa sends a signed webhook
- Then
- Your code, Zapier or n8n writes the transcript to the CRM