GuardenerAI

CRM, marketing, meetings, e-signatures and invoicing on one record, with an AI assistant that works from your data.

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Screenshot of GuardenerAI – An AI tool in the ,AI Accounting Assistant ,AI Productivity Tools ,Productivity ,AI Sales Assistant ,AI CRM Assistant category, showcasing its interface and key features.

What is GuardenerAI?

GuardenerAI is a CRM for small companies that also covers marketing, meetings, e-signatures and invoicing, so the customer record, the contract and the invoice live in one place.

What it includes

CRM: leads, persons, companies, opportunities, tasks and cases, with custom objects, saved views and industry templates (real estate, healthcare, insurance, field services and others). AI assistant: ask questions from any record, save team commands, and build your own agents. It runs on Anthropic's Claude and works within each user's permissions. Bulk changes show a preview first. Rules and automation: validation, enrichment and duplicate rules, plus workflows and action plans for consistent follow-up. Marketing: email, SMS and WhatsApp campaigns and journeys, with segments built straight from CRM data and consent tracking. Meetings and e-signatures: booking links with calendar sync, and agreements that can be signed and countersigned with an evidence trail. Invoices and accounting: invoices with a review step, a double-entry ledger and standard reports. Developer API: a REST API and an MCP server for connecting your own tools and agents.