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Lightfield
Lightfield is an AI native CRM that automatically captures customer interactions, updates records, manages sales pipelines, and uses AI agents for prospecting, follow-ups, and sales workflows.
About Lightfield
Lightfield is an AI native customer relationship management platform designed to maintain customer records and support sales workflows through intelligent agents. Instead of relying entirely on manual data entry, Lightfield connects to email, calendars, meetings, and communication tools to capture customer interactions. It organizes structured CRM records alongside conversation histories, giving teams a shared view of contacts, accounts, opportunities, and customer relationships.
The platform uses a context graph to connect CRM objects with information from emails, meeting transcripts, and other business interactions. Its AI agents can analyze these records, update fields, create tasks, summarize conversations, draft follow-up messages, and suggest next steps. Users can also define custom fields, objects, relationships, and pipelines to reflect their business processes.
Lightfield supports sales activities beyond traditional CRM record keeping. Teams can research target accounts, identify relevant prospects, build outreach sequences, qualify opportunities, prepare for meetings, and review deal progress. Its automations allow users to describe workflows in natural language and configure processes that execute on schedules or supported triggers. The platform also provides reporting capabilities for examining pipeline performance and sales activity.
For integration and development, Lightfield offers a public API, SDKs, webhooks, and Model Context Protocol connectivity. Its documented integrations include Slack, Microsoft Teams, Notion, Linear, Mixpanel, and Granola. The platform can also connect to Claude and other compatible AI clients through MCP. Lightfield is intended for customer facing teams seeking an integrated CRM, sales execution, and agent automation environment.
Key Features
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Automatic CRM Data Capture: Creates and updates customer records using connected email accounts, calendars, meetings, and supported communication sources, with configurable record creation and visibility settings.
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AI Sales Agents: Uses customer context to research accounts, summarize meetings, draft follow-ups, review opportunities, recommend next steps, and update CRM information.
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Custom CRM Data Model: Supports configurable contacts, accounts, opportunities, custom objects, fields, relationships, and sales pipelines to accommodate different business requirements.
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Sales Prospecting and Sequences: Helps teams build target account lists, research prospects, identify buying signals, and organize personalized outreach through supported sequences.
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Workflow Automation: Allows users to define agent driven processes using natural language, with scheduled or triggered execution for supported sales and CRM operations.
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APIs, Integrations, and MCP: Provides programmatic CRM access, incoming webhooks, outbound HTTP workflow actions, developer SDKs, and MCP connectivity for compatible AI tools.
Pricing
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Starter: $89/user/month, billed monthly. Designed for founders getting started. Supports up to 3 seats per workspace and 50,000 records. Includes automatic record updates, meeting recording and transcription, email, calendar and Slack synchronization, custom objects, relationships, and configurable pipelines. Includes email support and a 14 day free trial.
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Pro: $999/workspace/month, billed annually. Designed for small customer facing teams. Includes 5 capture seats, unlimited viewer seats, workflows, automations, email sequences, dashboards, reporting, and workspace credits for agent operations. Supports up to 250,000 records. Includes a dedicated customer success manager, Slack support, data model configuration, and automation development support.
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Growth: $1,999/workspace/month, billed annually. Designed for organizations expanding pipeline generation. Includes 10 total capture seats, additional agent credits, multichannel sequences, LinkedIn synchronization in beta, and advanced enrichment. Supports up to 750,000 records. Includes outbound campaign setup, inbox warming, and dedicated go to market engineering assistance. A voice dialer is listed as coming soon.
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Enterprise: Custom pricing, billed annually. Designed for organizations with additional security, integration, and deployment requirements. Includes additional capture seats, role based access control, SSO configuration, calculated and conditional fields, sandbox environments, and bidirectional CRM synchronization. Offers custom record capacity, integrations, and phased migration support.
Pricing last updated: October 9, 2026 at 12:00 AM
Use Cases
- Automatically capture emails, meetings, and customer interactions to maintain contact, account, and opportunity records with less manual updating.
- Research potential customers, build target account lists, and manage personalized sales outreach sequences using AI assisted workflows.
- Summarize sales meetings, identify commitments, prepare follow-up communications, and review opportunities for missing information or deal risks.
- Create custom CRM structures, connect external applications, and automate customer data workflows using APIs, webhooks, and AI agents.
Pros & Cons
Pros:
- Automatically captures and updates customer information from connected communication sources while preserving interaction context for AI analysis.
- Combines CRM management, AI sales assistance, prospecting, sequences, customizable data models, and agent driven automations.
- Supports developer APIs, SDKs, incoming webhooks, outbound HTTP workflow actions, and MCP connectivity for extending CRM workflows.
Cons:
- The Starter plan is limited to 3 seats and 50,000 records, while workflows, automations, and email sequences are included in higher subscription tiers.
- Direct integrations with other CRM platforms are not generally available according to the integration documentation. Custom API integrations and webhook workflows are documented alternatives.
Integrations
Gmail, Google Calendar, Microsoft Outlook, Microsoft Calendar, Slack, Microsoft Teams, Notion, Linear, Mixpanel, Granola, Gong, Claude, Claude Code, Cursor, ChatGPT, Codex, Fillout, Typeform, Stripe, Model Context Protocol (MCP), HTTP API, Webhooks, Python SDK, TypeScript SDK, Go SDK, CLI
FAQ
What is Lightfield CRM?
Lightfield is an AI native customer relationship management platform that captures customer interactions, maintains CRM records, and uses AI agents to support sales workflows. It organizes contacts, accounts, opportunities, and conversation histories in a shared customer data environment.
How does Lightfield automatically update CRM records?
Lightfield connects to supported email and calendar accounts to capture customer interactions. It uses this information to create and update structured CRM records. Administrators can configure when records are created and how synchronized information is shared.
Does Lightfield provide AI sales agents?
Yes. Lightfield includes AI agents that can analyze customer interactions, research accounts, summarize meetings, draft follow-ups, review deals, and update CRM records. Agents can respond to direct user instructions or execute supported automated workflows.
Can Lightfield help with sales prospecting and outreach?
Yes. Lightfield supports target account research, prospect identification, outreach sequences, and sales follow-up workflows. Its Growth plan also includes multichannel sequences and advanced enrichment capabilities.
Can businesses customize the Lightfield CRM data model?
Yes. Administrators can configure custom fields, objects, relationships, and pipelines. Lightfield supports standard record types such as accounts, contacts, and opportunities, along with custom objects for additional business information. Existing field types cannot be changed directly after creation.
Does Lightfield offer workflow automation?
Yes. Lightfield supports agent driven automations that can execute on schedules or supported triggers. Users can describe a workflow in natural language, and the agent configures the automation. Automations are documented as being in open beta for Pro customers.
Does Lightfield have an API for developers?
Yes. Lightfield provides an API for accessing and managing CRM information. Its developer documentation includes HTTP, Python, TypeScript, Go, CLI, and MCP quickstarts. The API supports operations involving CRM records, tasks, opportunities, conversations, and meeting transcripts.
Can Lightfield integrate with Slack and Microsoft Teams?
Yes. Lightfield provides documented Slack and Microsoft Teams integrations. Slack users can query and update CRM records through the Lightfield agent, receive notifications, and access supported CRM information. Complex configuration tasks remain within the main Lightfield application.
Can Lightfield connect to Claude and other AI coding tools?
Yes. Lightfield provides a Streamable HTTP MCP server with OAuth 2.1 authentication. Its documentation describes connectivity with Claude, Claude Code, Cursor, ChatGPT, Codex, and other compatible MCP clients. Users can query records, perform supported actions, and analyze CRM information through these connections.
Does Lightfield offer a free trial and what are its subscription options?
Lightfield offers a 14 day free trial for its Starter plan. It also provides Pro, Growth, and Enterprise subscriptions. These plans differ in capture seats, record limits, workflow capabilities, agent credits, integrations, and support arrangements.
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Last edited
October 9, 2026 at 9:44 AM by Venkatraman Chandrasekaran
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