Writing about CRMs,
agents, and client work.
Guides and comparisons on the software professionals use to run a book of clients. We publish what we work out.
Your software remembers everything
None of it does the work
A practice runs on software that is excellent at recording what happened and incapable of acting on it. The gap between knowing and doing is filled today by a person remembering, and that person is the constraint on the whole business. This is the case for closing it from above rather than from inside any one system.
Read the guideClaudeforce is a genuinely good product
That is what makes the bill hard to see
Salesforce put Claude behind its reasoning engine and its CRM inside the assistant. The architecture is sound and the permission model is the right one. What changed underneath is how you are billed, who configures it, and whether the model stays a decision you get to make.
Read the guideEveryone is saying “agentic CRM”
Almost nobody means the same thing
The phrase arrived faster than the definition. This is a field guide to what an agentic CRM actually is, who is genuinely building one, where each of them is strongest, and how to tell the difference between an agent and a very confident autocomplete.
Read the guideThe rest of
the long-form
See the ideas at work
Explore how InVice brings your context, connected tools and agents together for client work.