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Axiom ConnectAvailable

Your customers, your pipeline and your agents in one record.

Companies, contacts and opportunities with a named owner for every relationship, and agents that work inside the role a manager gives them.

See pricingOpen Connect
Workspace
One per organisation
For agents
MCP with OAuth
Record
An audit log of every change

The relationship, the pipeline and the next step together.

  • Companies and contacts, with an owner

    Every relationship has someone responsible for it, so the next person can pick it up.

  • A pipeline with the next action

    Move each lead through its stages with the next action and its date always visible.

  • Outreach beside the opportunity

    Templates for the messages you send, and a log of what went out and when, on the lead itself.

  • Payments matched to the lead

    Link incoming payments to the lead they belong to, so revenue sits on the same record.

Agents work inside the limits you set.

Each agent acts for a named person, with a role and a speed limit, and every change it makes is recorded. A client connects with OAuth.

  • Agents are named team members

    Live in Connect

    Each agent acts for a named person, with a role a manager assigns. Email goes out as that person, and tools that send, merge records or move money tell the agent to ask them first.

  • Every change is on the record

    Live in Connect

    An audit log that cannot be edited records each change and whether a person or an agent made it.

  • Keys a manager controls

    Live in Connect

    Managers issue each agent its own key and can switch the agent off at any time.

  • Limits on speed

    Live in Connect

    Each agent can make up to 600 requests and 60 changes a minute, the same as a signed-in person.

Agent activityRecorded in the audit log

Sales agent

Acts for a named staff member

Staff role
  1. 10:41list_opportunitiesmine, open
  2. 10:41set_opportunity_stageproposal
  3. 10:42create_quotedraft from the line items
  4. 10:43send_quotesent after the person said yes
  5. 10:43merge_companiesblocked: merging companies needs a manager
Requests this minute
5 / 600
Changes this minute
3 / 60
Actor in the audit log
agent

Illustration of Connect's agent rules. The limits shown are the real ones.

Point your own agent at Axiom.

Add the Axiom MCP server. The client connects with OAuth, and you approve the agent in the browser. The agent guide covers the tools and the first calls to make.

Read the agent guide
mcp.jsonAxiom MCP, OAuth
{
  "mcpServers": {
    "axiom": {
      "url": "https://portal.axiomsolutions.app/mcp"
    }
  }
}

Set up from the Axiom portal.

Your organisation comes with its own Connect workspace. Moving from another CRM starts with an export and a field map.

Set up Connect Plan a move

  1. Create your organisation

    Create your organisation in the Axiom portal, choose Business Essentials, then open Connect after payment is confirmed.

  2. You become the administrator

    The person who creates the organisation manages its members and access.

  3. Invite your team

    Invite teammates from People & access and choose who can use Connect.

  4. Add your agents

    Create an agent, grant the tools it needs, and connect a client with OAuth. It works inside the same record your team uses.

Before you move a pipeline.

Can our own agents use Connect?
Yes. A manager creates an agent and gives it a role. A client connects with OAuth. It works within that role, and every change it makes is in the audit log.
Can I preserve custom fields and ownership?
Yes — owners and the fields you care about are part of the map before a trial import. Unmapped fields stay out rather than being guessed.
What happens to activity history?
Recent outreach and stage changes come across with the opportunity. We will tell you if an older activity export is incomplete.
How do permissions work?
Organisation membership and Connect roles decide who sees which companies, contacts and opportunities. Shared context is not shared access to every record.
What email or calendar connectivity exists?
Keep the mail and calendar you already use. Connect holds the relationship and the next action beside it.

One record for the people and the agents.

Create your organisation in the portal and invite your team. Your agents can join the same record.

See pricingOpen Connect