The agent-first CRM.

Lineer keeps your contacts, companies, deals and conversations together. Give agents the research and follow-up work, with instructions and approval requirements you control.

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Trusted by teams at

A complete CRM.
With agents built into the work.

From the first record to the next conversation, explore the workspace your team and agents share.

Agents

Give the work to an agent. Keep the direction

Choose an audience, connect a mailbox and set the instructions. Each prospect has its own thread, with research, messages and follow-ups you can inspect.

Your instructions: Set the sender identity, writing style and strategy.
Research tools: Choose the tools agents use to gather company and profile context.
Individual prospect threads: Inspect research sources, drafts and next steps behind each campaign.

Agents Research & tools Chat

Alex Morgan

Awaiting approval

Northstar Supplies · Supplier outreach agent · Example data

Research completeEmail drafted · Approval required

What the agent knows

Alex manages supplier relationships at Northstar, which coordinates suppliers across regional sites.

LinkedIn profile Website CRM

Send email

Not sent

To: [email protected]
Subject: Supplier reviews at Northstar

Hi Alex,

I saw Northstar coordinates suppliers across regional sites. We help operations teams prepare supplier reviews ahead of renewal.

How does your team handle those reviews today?

Jamie

CRM

Build a CRM around the way you work

Keep contacts, companies, deals and custom records connected. Save the views your team needs, from a working table to a board, calendar or timeline.

Your data model: Define fields and relationships around your business.
One set of records: Switch layouts while keeping the underlying data together.

CRM records Views

Supplier projects

Example records. Switch the layout to see the same three projects.

Three supplier projects
Project	Stage	Due
Northstar supply review	Review	Sep 14
Cedar delivery schedule	In progress	Sep 16
Juniper annual agreement	Planned	Sep 18

Approvals

Set the boundaries for agent work

Choose which actions require your approval. Review the recipient, message and context together, then edit, approve or reject the draft.

Decisions in context: Inspect the draft alongside the prospect and agent.
Sending controls: Queued sends follow mailbox caps, spacing and sending windows.

Approvals Deliverability

Approvals

Review proposed actions · Example data

Alex Morgan

Needs approval

[email protected]

Northstar Supplies · Supplier outreach agent

Send email

Not sent

To: [email protected]
Subject: Supplier reviews at Northstar

Hi Alex,

I saw Northstar coordinates suppliers across regional sites. We help operations teams prepare supplier reviews ahead of renewal.

How does your team handle those reviews today?

Jamie

Review the message, then approve, edit or reject it.

Inbox

Pick up the conversation with the context intact

Read mail from connected accounts in one workspace. Keep replies threaded and linked to the records behind the relationship.

Connected mailboxes: Work with Gmail, Outlook or IMAP accounts.
The next action: Continue the conversation and keep follow-up tasks in view.

Inbox Tasks & notifications

Mail

Jamie’s mailbox · Example data

Inbox2Sent24Drafts1Archive8

Supplier reviews at Northstar

You · via Supplier outreachYesterday

Hi Alex,

I saw Northstar coordinates suppliers across regional sites. How does your team handle supplier reviews today?

Jamie

Alex Morgan

to Jamie · 10:32 AM

Hi Jamie, we’re reviewing our supplier process this quarter. Thursday would work for us. Could you share how your service works?

Reporting

See what is moving. Decide what comes next

Build reports from your workspace data. Review outreach activity, replies and tasks alongside the records your team works from.

Reports from your data: Choose the widgets and information you want to see.
A shared workspace: Connect your own tools through the API and MCP server.

Reports Developer platform

Outreach overview

Last 28 days

Workspace report · Example data

Emails sent

248

Count · Messages

+18% vs. previous period

Replies

Count · Replies

+12% vs. previous period

Open tasks

Count · Tasks

Emails sent by week

248 total

Aug 17

Aug 24

Aug 31

Sep 7

Count of sent messages · Grouped by week

Lineer generated high-quality leads, booked meetings, and created genuine opportunities within our ideal client profile. Our ROI was exceeded very early on.

Charles Galayani

Executive General Manager, GSA Insurance Brokers

Working with Lineer for the past 6 months has been exceptional. Their team has shown outstanding expertise and remarkable patience as we've navigated our projects together.

Darren Cook

CEO, Adaca

New

The Lineer API & MCP server

Your CRM.
Wherever you build.

Connect your software through the API. Give compatible AI tools access through MCP. Work with your Lineer records, agents, inbox and tasks from the tools you already use.

Explore the developer platform Set up MCP

Build with the API.

Connect internal tools and workflows to your workspace. Start with a request that reads your workspace identity.

REST API · Read workspace identity

curl https://app.lineer.ai/api/v1/whoami \
  -H "Authorization: Bearer $LINEER_API_KEY"

Read the API reference

Connect through MCP.

Make Lineer tools available to a compatible AI client. Add the server to Claude Code with your scoped API key.

MCP · Claude Code setup

claude mcp add --transport http lineer \
  https://app.lineer.ai/api/mcp \
  --header "Authorization: Bearer $LINEER_API_KEY"

Read the MCP setup guide

You choose the access. Scope each API key to the workspace and permissions the connection needs.

Connect the rest of your work.

Connect your mailboxes and explore the available CRM integrations. Each integration page explains its setup and supported behavior. Use the API and MCP server for your own connections.

Explore integrations