Funal gives every customer their own AI agent.
Most software is organized around records. The next generation is organized around agents — persistent entities that hold context and pay attention on your behalf. Use Funal as your CRM, or plug it into the one you have.
§ 00 · Cover
Continue reading↓The question isn't whether one agent works. It's how many should exist, and how they should relate. Our answer starts with a simple test:
Becomes an agent
Persistent things that evolve.
A client. A case. A project. A deal. A program. A matter. Things that exist over time, accumulate context, change state, deserve continuous attention.
Stays as data
One-off events.
A single email. A completed task. A one-off comment. Things that happen once. They're fine as records — not everything needs an agent.
Fig. 1 · The temporal test
When you open it, the prep is already there. The brief was refreshed when something changed. You walk into the meeting knowing what matters.
Workspace
Sessions
Where we are. 9 sessions in. Sarah completed the Q2 review last week and flagged the team-restructure work as her top priority. She seemed energized but mentioned sleep quality dropping.
Open threads. Three: the org-chart redesign (due before next call), the difficult conversation with Mike (she's avoiding), and the recurring frustration with the board cadence.
For tomorrow. Lead with the org-chart progress. Don't push on Mike unless she opens it. The sleep mention may be a window into the broader pace question.
Sources
Ask Acme's Agent
Fig. 2 · A customer workspace · Acme Coaching Co.
You tell the team what matters. The agents figure out what that means for each customer. Small stuff, they handle. Big stuff, they bring to you — not as a hundred notifications, but as one clear summary.
You stay in charge. You see only what needs you. Everything else is being quietly watched.
They have the same shape on a screen. Underneath they are completely different artifacts.
Your CRM
Just rows. They sit there until you open them.
Funal
The same rows — each one has an agent that's already done the work.
Fig. 4 · Same shape on a screen, different artifact underneath
Run Funal as your CRM, or plug it into the one you already have. Either way, every customer, deal, and project gets its own agent.
Path A · As your CRM
No legacy system to maintain. Full CRM under the hood — contacts, deals, pipelines, scheduling, automations — with a persistent agent on every customer, deal, and project from day one.
Path B · On top of yours
Keep Salesforce as your system of record. Funal syncs your contacts, deals, and activity, and stands up an agent + workspace for every customer, deal, and project you care about.
Works with
Funal is for businesses with high-context relationships — where every entity is a story, and the story matters.
Executive Search
Briefs before every platinum call. Auto-matched candidate-firm scoring. Conversation history that doesn't live in someone's head.
PE Firm
Acme Capital Partners
$2.1B AUM · Industrials, Services
Agent · 3 active pitches
Coaching & Consulting
Synthesized notes across months of work. Calendar and availability built in. The brief is ready before you open the call.
Client
Sarah Mitchell
Acme Coaching · 9 sessions
Agent · Brief ready · 4m ago
Boutique Law
Intake, dossier, and case notes maintained by the agent. Ask any case anything. Pulled context, not page-after-page of documents.
Matter
Doe v. Globex Industries
Active · Discovery phase
Agent · Filing due in 6 days
§ 07 · Join
Funal is in early access. We're hand-onboarding every account.