Lightfield

An agentic CRM turning calls, emails and meetings into a living customer model.

Intermediate API
Screenshot of Lightfield, An agentic CRM turning calls, emails and meetings into a living customer model

What is Lightfield?

Lightfield is an AI-native CRM that builds a living, versioned model of each customer from calls, emails and meetings, then runs agents to score accounts, prep meetings, draft outreach, and keep pipeline data current without manual entry.

Lightfield is an AI-native CRM built to replace the manual busywork of traditional sales tools. Instead of asking reps to log notes and update fields by hand, it synthesizes every call, email, meeting and external signal into what the company calls "versioned customer memory" — a continuously updated record that agents and team members can query and act on. The tool is aimed at early-stage and high-growth companies running forward-deployed or founder-led sales motions. Testimonials on the homepage come from co-founders and CEOs at startups such as 14.ai, ScaleAgentic, Underflow, CashQ and Reeva, describing it as both a system of record and a system of action that replaces legacy CRM habits rather than layering on top of them. In practice, Lightfield scores target accounts by fit, timing and connection strength to surface a prioritized pipeline, then supports the sales cycle end to end: prepping and recording meetings, summarizing conversations, and answering business questions with citations back to the original call or email. It drafts personalized outreach at scale by combining structured CRM fields with unstructured conversation data, and lets teams issue agent commands to bulk-edit pipeline records — reassigning accounts, updating stages, or tagging segments based on what was actually discussed rather than what was manually entered. Additional agent workflows revive stale deals by surfacing prospects who went quiet after a positive signal and enrich missing account or contact data on request. A natural-language agent builder lets teams assemble custom workflows from shared building blocks — Skills, Knowledge, and Automations — and connect them to other systems through APIs or MCP, backed by an agent SDK and API documentation native to the CRM. Where Lightfield differentiates from conventional CRMs like Salesforce or HubSpot is its emphasis on agents automatically doing administrative work rather than requiring manual data entry, positioning it closer to a new category of agentic sales infrastructure than a database with automation bolted on. It is best suited to teams willing to route their calls, email and meeting data through a single platform in exchange for less manual upkeep.

How do you use Lightfield?

  1. 1Create a workspace
    Sign up for free at crm.lightfield.app/signup, or book a demo first if you want a guided walkthrough before committing.
  2. 2Connect email, calendar and meetings
    Sync your inbox, calendar and meeting tools so Lightfield can start capturing calls, emails and conversations into customer memory.
  3. 3Review your prioritized accounts
    Check the account list scored by fit, timing and connection strength to decide which prospects to prioritize first.
  4. 4Use meeting prep and recording
    Let Lightfield brief you before calls and record and summarize the conversation automatically afterward.
  5. 5Query customer memory
    Ask questions about deals, feature requests, or accounts that have gone quiet and get answers with citations to the source conversation.
  6. 6Build custom agents and automations
    Use the natural-language agent builder with Skills, Knowledge and Automations, or connect external tools via API or MCP for tailored workflows.

Pros and cons

Pros

  • Builds customer context automatically from calls, emails and meetings instead of requiring manual note-taking and field updatesAI
  • Agent-driven workflows handle account scoring, meeting prep, bulk pipeline edits and stale-deal revival with minimal manual effortAI
  • Answers questions about the business with citations back to the original conversation, reducing time spent hunting through notesAI
  • Extensible through a natural-language agent builder plus API and MCP connections for custom automationsAI
  • Ships new capabilities frequently, with recent additions including a Slack agent, LinkedIn sync, and multi-step email sequencingAI

Cons

  • No pricing is published on the homepage; buyers must book a demo or sign up to learn plan tiers and costAI
  • Automations are still in open beta and ISO 27001 certification is listed as coming soon, indicating parts of the platform are still maturingAI
  • Data quality depends heavily on how much of a team's calls, email and messaging traffic is actually synced into the CRMAI
  • No mobile apps are mentioned, so access appears limited to the web applicationAI
  • Built specifically for early-stage, forward-deployed sales motions and may not map well onto complex enterprise sales org structuresAI

How much does Lightfield cost?

Free trial

Lightfield offers self-serve free access via "Try for free" / "Try free" signup links to crm.lightfield.app, though the source does not state a trial duration or which features are limited during it.

Learn more

Pricing

Lightfield does not list pricing publicly. The homepage points prospects to a free signup or a booked demo, and mentions a "Pro" plan tier (referenced in the context of single sign-on availability) without disclosing costs.

Learn more

Integrations

Syncs with email, calendar and meeting tools to capture conversations; connects to Slack (channel sync plus a Slack agent) and LinkedIn (DM sync, messaging and connection requests as sequence steps); supports custom connections via API or MCP, with a secrets manager for storing third-party API keys.

Features

Versioned customer memory synthesized from calls, emails, meetings and external signals; account scoring by fit and timing; meeting prep with built-in call recording and summarization; cited Q&A search across conversations; bulk personalized email; bulk pipeline edits and stale-deal revival via agent chat; data enrichment; natural-language agent builder with Skills, Knowledge and Automations; agent SDK and native API.

Frequently asked questions about Lightfield

  • How much does Lightfield cost?
    Lightfield does not list pricing publicly. The homepage points prospects to a free signup or a booked demo, and mentions a "Pro" plan tier (referenced in the context of single sign-on availability) without disclosing costs.
  • Does Lightfield offer a free trial?
    Lightfield offers self-serve free access via "Try for free" / "Try free" signup links to crm.lightfield.app, though the source does not state a trial duration or which features are limited during it.
  • Does Lightfield have an API?
    Yes, Lightfield offers an API.
  • How do you use Lightfield?
    The walkthrough on this page covers 6 steps: 1. Create a workspace 2. Connect email, calendar and meetings 3. Review your prioritized accounts 4. Use meeting prep and recording 5. Query customer memory 6. Build custom agents and automations.
  • What platforms does Lightfield support?
    Lightfield is available on Web App.
  • What does Lightfield integrate with?
    Syncs with email, calendar and meeting tools to capture conversations; connects to Slack (channel sync plus a Slack agent) and LinkedIn (DM sync, messaging and connection requests as sequence steps); supports custom connections via API or MCP, with a secrets manager for storing third-party API keys.

Status

StatusActive
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Added8/4/2026

Platforms

Web App

Pricing

Free TrialSubscription