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

4steps this week

Running

Today2 steps since 09:10

Alex Morgan Needs review · email drafted
Email 1 10:32
Jordan Chen Researched · profile and website
09:10

Yesterday2 steps since 09:12

Sam Lee Replied · meeting requested
Replied 16:05
Morgan Lee Email 1 sent · follow-up in 3 days
Email 1 sent 09:12

1draft waiting for you

Send email to Alex Morgan · 2h ago

Supplier reviews at Northstar

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

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

Five supplier projects
Project	Stage	Company	Owner	Due	Value
Northstar supply review	Review	Northstar Supplies	Alex Morgan	Sep 14	$24,000
Harbor freight renewal	Done	Harbor Freight Co	Sam Lee	Sep 15	$18,500
Cedar delivery schedule	In progress	Cedar Logistics	Jordan Chen	Sep 16	$12,500
Birch warehouse audit	Planned	Birch Storage	Riley Park	Sep 17	$9,800
Juniper annual agreement	Planned	Juniper Foods	Morgan Lee	Sep 18	$38,000

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

Review email

Alex Morgan · Northstar Supplies · Supplier outreach

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

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

Today1 unread

Alex Morgan10:32

Re: Supplier reviews at Northstar

Thursday would work for us. Could you share how…

Yesterday

Sam Lee16:05

Re: Harbor freight renewal

Happy to meet next week. Tuesday morning?
Jordan Chen11:48

Delivery schedules at Cedar

Thanks for reaching out. Our ops lead is…

Supplier reviews at Northstar

Alex Morgan [email protected] 2 messages

Sent by Supplier outreach Open agent

You Hi Alex, I saw Northstar coordinates suppliers across… Yesterday

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

42replies, this week against last

From a contact to a conversation

Choose the audience and purpose

Select the contacts you want to reach and connect a mailbox. Add your offer, sender identity and instructions so the agent has a clear reason for the outreach.

Inspect the work for each prospect

Choose research tools and approval requirements. Each prospect has a separate thread where you can inspect the research, draft and next action. Review actions configured to need your approval.

Send, follow up and handle replies

Queued messages send within your mailbox settings. Configure follow-ups and the reply handoff, then return to the conversations that need you.

Explore the workflow

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

Charles Galayini

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

Make room for the work only your team can do.

Sales teams

Keep research and follow-ups moving while your team handles the conversations.

Executive sellers

Keep relationship work moving alongside client delivery and running the business.

Founders & solo sellers

Prepare outreach and review drafts without making prospecting your whole day.

Agencies

Run campaigns for different clients with separate workspace context.

Explore your industry.

See an agent-first CRM with your workflow

Walk through your records, agent instructions and approval process with the Lineer team.

Book a demo

The agent-first CRM.

Trusted by teams at