AI assistant for safe, reliable productivity with code, collaboration, and integrations.
OSTRATA
About OSTRATA
OSTRATA provides a headless CRM workspace where teams define their own data schema—objects, fields, and relationships—without rigid vendor constraints. Teams interact with an AI assistant called Pilot to create, search, update, and link records using natural language commands such as /create, /find, or /update. The platform supports custom objects like Contacts, Companies, Deals, Quotes, Events, Projects, Invoices, and Tasks, along with features like lookups, currencies, and attachments. Live Views allow users to pin tables, charts, and dashboards that update automatically and can be shared with teammates via permission profiles. Pilot also supports batch AI operations for fields, web forms for lead capture, and integrations with Google Drive, Calendar, Gmail, Telegram, and MCP for AI tooling. Workspaces are tenant-isolated with row-level security, and data is hosted in Europe under GDPR-aligned practices. The platform includes REST API access, audit logs, and roles-based permissions, enabling teams to manage pipelines, log calls, run reviews, and onboard new hires without switching between modules.
Key features
- AI-powered Pilot chat for natural language operations
- Custom objects, fields, and layouts
- Live Views for dynamic tables, charts, and dashboards
- REST API and MCP integration for external tools
- Batch AI operations for field updates and enrichment
- Web forms for lead capture and CRM object mapping
- Google Drive, Calendar, Gmail, and Telegram integrations
- Role-based permissions and audit logs
Use cases
- Managing deal pipelines and tracking stalled negotiations
- Running weekly pipeline reviews with live, shareable views
- Onboarding new hires and syncing external systems via integrations
Pros
- AI chat interface for record management and live view creation
- Custom schema and fields without rigid vendor constraints
- Live Views for real-time, shareable dashboards and tables
- Integrations with Google services, Telegram, and MCP
- Data residency in Europe with GDPR compliance
Cons
- Early access with waitlist for onboarding
- Pricing requires prepaid yearly plans for discounts
- No free tier beyond a 30-day trial
Frequently asked questions about OSTRATA
What is OSTRATA and how does it work?
OSTRATA is a headless CRM workspace where teams define their own data schema—objects, fields, and relationships—without rigid vendor constraints. Teams interact with an AI assistant called Pilot to create, search, update, and link records using natural language commands such as /create, /find, or /update.
Who is OSTRATA designed for?
OSTRATA is built for modern teams, including startups, small businesses, and freelancers who need a flexible CRM that adapts to their unique processes rather than forcing them into a predefined structure.
How do integrations work in OSTRATA?
OSTRATA supports integrations with Google Drive, Calendar, Gmail, Telegram, and MCP for AI tooling. Google Drive is connected at the workspace level, while Calendar, Gmail, and Telegram are linked per member for personalized workflows.
What are Live Views in OSTRATA?
Live Views allow users to pin tables, charts, and dashboards that update automatically and can be shared with teammates via permission profiles. These views eliminate the need to export data to spreadsheets for reviews.
Does OSTRATA support custom objects and fields?
Yes, OSTRATA allows teams to define their own objects, fields, and relationships, such as Contacts, Companies, Deals, Quotes, Events, Projects, Invoices, and Tasks, with support for lookups, currencies, selects, and attachments.
How does OSTRATA handle data security and residency?
OSTRATA provides tenant-isolated workspaces with row-level security and hosts data in Europe under GDPR-aligned practices. Each workspace is isolated, and access is controlled through permission profiles.