Ostrata: AI-Piloted Headless CRM for Modern Teams

Ostrata is an AI-piloted, headless CRM designed for modern teams that rejects rigid vendor objects and form-heavy user interfaces. Built to run your CRM in conversation, the platform allows users to define their own schema, interact with an AI agent named "Pilot" to execute tasks, and pin live views for daily team reviews. Hosted in the EU with GDPR-aligned practices, Ostrata offers a tenant-isolated workspace where data residency remains within Europe.

Benefits

Ostrata eliminates traditional form navigation and module-switching. Instead, teams interact with Pilot through a single conversation thread to create, search, update, and link records. Users can employ precision commands such as/create,/find, and/update, or simply describe their needs in plain language. Pilot automatically routes these requests to the correct actions based on the user's defined schema.

The platform is built around the user's specific sales process rather than a generic vendor model. Teams can define custom object types and fields in minutes, starting with defaults like Contacts, Companies, and Deals, or building entirely custom structures. Supported data types include lookups, currencies, selects, and attachments. This flexibility ensures that the CRM tracks exactly what the team deems important.

To replace the need for exporting data to spreadsheets before every review, Ostrata allows users to ask Pilot to build live tables, Kanban boards, or dashboards against the workspace's live schema. These views remain updated in real-time and can be pinned from the Views hub for easy access by every teammate. Users can control visibility by sharing specific views with relevant groups, such as Sales Ops or Account Executives.

Ostrata enforces strict governance through permission profiles. Roles such as Owners, Admins, and Members are assigned specific surface areas across objects and fields. API keys can be issued with scoped access, bound to specific permission profiles, utilizing Bearer authentication on the/api/v1endpoint for secure access to objects, fields, and records. Each workspace is tenant-isolated with row-level security, ensuring that data remains secure even as teams scale.

Use Cases

Ostrata integrates seamlessly with external tools to enhance workflow context. Google Workspace connects Google Drive at the workspace level. Individual members can link their Calendar, Gmail, and other Google services for personal workflow context. Members can also link Telegram for communication integration.

Through Model Context Protocol, users can connect Claude Desktop or Cursor to query and update their workspace remotely. This allows developers and power users to interact with the CRM using the same permission profiles as the Operations team. The platform provides embeddable lead capture forms for websites. Submissions from these forms map directly to CRM objects, eliminating the need to manually copy-paste data from an inbox to the CRM.

In a practical scenario, a user named Marc D. asks Pilot, "Which deals are at risk this quarter? Flag anything in negotiation stalled for 14+ days." Pilot identifies four deals: Acme Renewal, TechFlow, Nordic AB, and Fortex, noting they are stalled in negotiation between 14 and 28 days. Sophie T. then requests a view of these specific deals for an upcoming call. Pilot creates a pinned live view titled "Stalled deals — Negotiation >14d," which is shared with the Sales Ops and Account Executives groups. The view displays a table detailing the Deal name, Stage, Stalled duration, and value, ensuring the team has immediate visibility into critical risks.

Pricing

Ostrata is currently in early access. Teams interested in onboarding can request a workspace to gain access to schemas, Pilot, and Live Views.

Vibes

Ostrata is built and operated from Paris, ensuring that all records are hosted in the EU. The platform focuses on simplicity and flexibility, allowing teams to define their own schema and interact with an AI agent named "Pilot" to execute tasks. The emphasis is on rejecting rigid vendor objects and form-heavy user interfaces in favor of a conversational approach to CRM management.

Additional Information

Ostrata is hosted in the EU with GDPR-aligned practices. The platform offers a tenant-isolated workspace where data residency remains within Europe. The team can define custom object types and fields in minutes, starting with defaults like Contacts, Companies, and Deals, or building entirely custom structures. Supported data types include lookups, currencies, selects, and attachments. This flexibility ensures that the CRM tracks exactly what the team deems important.