Outlit

Connect your CRM, billing and support tools to an assistant one at a time and the answers don't line up: the same company shows up under different names, emails and IDs in each tool, so revenue, tickets and calls never get joined. Outlit does that matching first. It resolves every person and company across your tools into one record, then lets the assistant read it. Reading one clean record instead of raw output from every tool takes about 3x fewer tokens.

Outlit also keeps watching. It monitors every account, raises churn risk, upcoming renewals and growth opportunities as they come up, and recommends the next action for each. The assistant can pull up any of them, with the evidence behind it.

Use Outlit to:

• See which accounts are at risk, up for renewal or ready to grow, and the next action for each
• Prep for a customer call with the last 30 days of emails, meetings, tickets and product activity, with links to the sources
• See which customers are past due or going quiet, sorted by MRR
• Answer "what did this account say about pricing?" across calls, email and Slack
• Pull ad hoc numbers with read-only SQL over activity, customer, user and revenue views

Changes it can make:

• Customer ownership and per-customer access
• Slack channels that receive Outlit alerts
• The activation event, tracked features and workspace defaults
• Merges of duplicate customer records

Merges, archives and access removal carry destructiveHint, so clients that honor MCP annotations ask before running them.

You need an existing Outlit workspace to connect. Each call runs with the signed-in member's permissions, so the assistant sees only what that member can see in Outlit.