Lightfield is an AI-native CRM built for founders and small B2B teams. It captures every email, meeting, and conversation automatically, then builds a living memory of your customers and deals. You can ask questions in plain English, get answers grounded in real interactions, and deploy AI agents that handle prospecting, follow-ups, and deal coaching. Built by ex-Meta founders (previously behind Tome), Lightfield removes manual data entry entirely and lets your data model evolve as your business does. SOC 2 Type II compliant with HIPAA support.

• Automatic Data Capture: Pulls in every email, meeting, and conversation the moment it happens. No manual logging required. Your CRM stays current without you lifting a finger.
• Complete Customer Memory: Stores full text of every conversation, email thread, and meeting transcript, then makes it all searchable with natural language queries.
• AI Agent Workflows: Build agents with a single prompt that prospect into accounts, manage follow-ups, draft emails, update deal stages, and run Python code against your CRM data.
• Meeting Prep & Call Intelligence: Built-in recording, transcription, and AI-generated summaries with action items. No separate Gong or Chorus subscription needed.
• Schema-less Data Model: Skip the upfront configuration. Lightfield captures everything immediately and lets your data model evolve as your go-to-market strategy shifts.
• Pipeline Generation & Management: Create, update, and organize deals in bulk using AI-driven signals from real customer activity.
• Agentic CRM Execution: Instead of just storing data, Lightfield agents actively take action such as drafting emails, enriching records, and reviving stalled deals.
• Open API & Integrations: Connect through an open API and MCP server. Bring data in, push data out, and build on top of the platform.

• Fast Onboarding and Setup: Connect email and calendar to quickly generate a working CRM view from existing data.
• No Manual Data Entry: The system actively updates itself from your conversations, so you spend time selling instead of logging activities.
• Built-in Call Intelligence: Recording, transcription, and meeting prep are included natively, eliminating the need for separate conversation intelligence tools.
• Clean, Modern Interface: Users describe the UI as closer to Linear or Notion than Salesforce, with fast page loads and responsive agent queries.
• AI-Driven Workflow Execution: Agents help draft emails, update pipelines, and manage follow-ups using real customer context.

• No Native Mobile App: Only a responsive web view is available. Users on Reddit have flagged this as a notable gap for on-the-go sales teams.
• Still an Early-Stage Produc: Limited customer reviews on major platforms and some rough edges typical of a newer product.
• Advanced Features Locked to Pro Tier: Permissions, migration support, and enterprise controls are reserved for paid plans, which may be expensive for small teams.
• Learning Curve for CRM Switchers: Users coming from traditional CRMs like Salesforce need to unlearn the habit of manually updating fields.

• Founder-Led Sales Pipeline Setup: Connect email and calendar to automatically generate accounts, contacts, and deal pipelines from past conversations.
• Reviving Stalled Deals: Identify inactive opportunities and generate personalized re-engagement emails using full customer history.
• Sales Performance Coaching: Analyze calls and email threads to surface patterns, objections, and coaching opportunities.
• Post-Conference Lead Processing:Import event contacts, enrich data, and automatically create structured CRM records with follow-ups.
• Customer Intelligence for Product Teams: Query all customer interactions to surface feature requests, trends, and feedback themes.
• Automated Workflow Integrations: Sync external tools like Stripe or Slack and transform unstructured data into structured CRM actions.