The most useful AI tool is the one you already have open. Over the past few months a lot of teams have started living inside AI assistants, asking them to draft, summarize, and reason through work all day. The obvious next question is: why can it answer questions about everyone else, but not about my own customers?

Now it can. CxTrack connects directly and securely to the modern AI assistants your team already uses, so your own business data becomes something you can simply ask about.

What this lets you do

Once connected, you can ask plain-language questions and get answers grounded in your real CRM, without exporting anything or copying data around:

Pull up which deals in your pipeline have gone quiet and need a nudge.
Find every invoice that includes a particular product or service.
Look up a customer history before a call, in seconds, in the tool you are already typing in.
Check what is on the calendar and what tasks are still open.
Create a new customer or a follow-up task, with a confirmation step before anything is written.

It is the difference between a CRM you have to go visit and a CRM that answers when you ask.

Built for control, not just convenience

Connecting your business data to anything deserves a healthy amount of suspicion. We built this so the answer to every security question is reassuring.

You hold the keys. Access runs on scoped, revocable keys you generate yourself. Turn a connection off and it is off immediately.
Least privilege by default. Each key only grants the specific kinds of access you choose, read or write, and only to the areas you allow.
Everything is logged. Every request is recorded, so you can see exactly what was asked and when, per connection.
Writes are deliberate. Actions that change your data are proposed first and confirmed before they happen, not executed silently.

Set up in minutes, not a project

This is self-serve. From your settings you generate a connection key and follow a short, guided setup for whichever assistant your team uses. There is no integration project, no developer required, and no waiting. A few clicks and your data is reachable where you already work.

Your data, on your terms, answerable in the tools your team already has open.

It is a small change with a large effect. The information that used to require opening the CRM and hunting through screens is now one question away, wherever you happen to be working.

Your CRM now plugs into the AI tools your team already uses

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