aheadCRM

Every AI CRM vendor selling into 2026 has an AI agent story by now. The differentiator is no longer whether agents exist, but who is allowed to build the next one, how long that takes, and what happens to the bill once it works. For decades, CRM has promised growth and mostly delivered data entry, decaying from a system of action into a system of record. The agentic shift changes that, and with it the questions buyers should ask. Let’s put Creatio's AI CRM to those questions, following a deal from lead to order to see how much orchestration ships out of the box and how much a revenue team must assemble. The findings are published in full in my report, AI CRM for Revenue Growth : Inside Creatio's AI-Native No-Code Platform . The company behind the platform Creatio is a privately held, AI CRM and no-code workflow automation company headquartered in Boston, founded in 2014 by Katherine Kostereva , who remains CEO. It ran as bpm'online until a 2019 rebranding, bootstrapped ...

Every so often a vendor conversation earns the word "useful," and this one flirts with it. On CRMKonvo #309 , Pega 's Matt Healy walked into a room of skeptics and, refreshingly, did not try to sell AI as pixie dust. He sold governance. Let me explain why that is the interesting part, and where the pitch still needs a second look. First, the setup, because it is absurd. According to Matt, ninety-five percent of Fortune 500s still run a mainframe in some capacity. Roughly thirty thousand organizations are still on Lotus Notes. Healy mentions a government claims system running on hardware funded by a grant from the JFK administration, and a separate agency contracting retirees back out of retirement homes to keep the thing alive. This is the installed base that every "AI-native transformation" slide ignores. TL;DR If you want to watch the full CRMKonvo, please go ahead here (optimized for smartphones) or here (optimized for tablets/computers). Else, be my ...

The Ghost of Cluetrain In 1999, the Cluetrain Manifesto famously declared that "markets are conversations." It was an inspiring, romantic notion that promised to democratize commerce, wresting power from faceless corporate monoliths and handing it back to a sovereign consumer. Fast forward to today, and that conversation has been thoroughly co-opted. What was supposed to be a bilateral dialogue has devolved into an automated, highly-optimized monologue. The emergence of agentic AI, which features autonomous software agents supposedly operating on our behalf, promises a return to that original democratic vision. But let us be honest: is this actually a revolutionary shift, or is it just another iteration of vendor-controlled slop designed to monetize our decisions before we even make them? The dream of conversational commerce was simple: technology enables humans to speak to other humans at scale. Instead, the vendor community realized that humans are expensive, inconsistent...

For years, the enterprise software complex has sold us on a beautiful fairytale: the single source of truth. We were told that if we just poured enough capital into our CRM systems, and if we just badgered our front-line sales representatives enough to log every transactional interaction, absolute operational clarity would emerge. Now, the enterprise technology industry has found its next silver bullet: generative artificial intelligence. Every major software vendor is frantically bolting an AI copilot, a generic conversation summarizer, or an automated opportunity scoring engine onto their legacy applications. They promise that these shiny additions will magically transform messy, unlogged data into executive-grade operational insights. But let us be completely clear here: it is mostly marketing fluff designed to protect legacy vendor stock prices rather than solve foundational architectural bottlenecks. The recent conversation on CRMKonvo with the co-founders of Brief Executive In...

TheStreet ran a piece this week arguing that, of Microsoft's two Copilot announcements, the shift to usage-based pricing matters more to investors than the DeepSeek flirtation. That read is correct. It is also the tell. Here is what Microsoft actually did. Copilot Cowork, the agent that reaches across Microsoft 365 to run multi-step work on your data, is coming off the flat per-seat add-on and moving onto consumption billing the company calls "Copilot Credits." Charles Lamanna, who runs Copilot, told Axios the product could not be offered on an unlimited-use basis. The users he pointed to are the ones doing hundreds of tasks a week. He called them "way productive." And then he said the part vendors normally keep off the slide: their costs go very high. So the most productive users are the expensive ones. Hold that thought, because the whole argument lives there. What "good for investors" is really saying A pricing model earns the label "good for...