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BKV Platform

BKV Platform

AI-native CRM platform

General-purpose CRM with governed AI agents

BKV AI CRM

Run customer relationships, follow-up, research, content, approvals, files, and operating decisions from one AI workspace built for modern teams.

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AI chatCRM actionsEmail draftingSource-backed researchFile intelligenceApproval workflows
BKV AI CRM

Revenue command thread

Policy: approval required for sends and CRM writes

Which accounts need attention today?
Assistant
Three accounts show risk signals: no reply in 14 days, an overdue task, and a stalled proposal. I drafted next steps and linked each source.
CRM timelineTask queueEmail summary

Approval needed

Send follow-up email and create two CRM tasks.

ReviewReject
Ask anything about your pipeline, customers, content, files, or next steps
24/7AI workspace
100%permission-aware
1operating layer
AI CRM

Everything your CRM knows, turned into accountable next steps.

BKV combines a familiar ChatGPT-style workspace with CRM-aware tools, workflow automation, source citations, and approval gates.

Role-aware CRM assistant
Ask what needs attention, which relationships are cooling, what changed, and what to do next across the records your account can actually access.
Durable AI workflows
Turn conversations into tracked work: research briefs, follow-up plans, task drafts, summaries, and long-running jobs with clear status.
Connected inbox context
Bring business email context into CRM answers, summaries, and draft replies under consent, tenant policy, and approval controls.
Research and content studio
Generate source-backed research, structured content, campaign variants, and public-ready drafts without losing provenance or review state.
File parsing and extraction
Upload PDFs, spreadsheets, documents, images, and scanned files so AI can extract controlled, cited context instead of handling raw blobs.
Admin control center
Track usage, costs, provider routing, tool access, approvals, budgets, safety events, and high-cost workflows from one console.
Operating layer

Chat is the front door. Workflow is the product.

The assistant can propose, draft, summarize, research, parse files, and queue durable jobs while the platform keeps authority over permissions and approvals.

01

Ask

Start in a familiar chat workspace with saved threads, source chips, file attachments, and role-aware suggested prompts.

02

Act

Draft emails, create task proposals, prepare briefs, launch research, update structured content, and queue longer workflows.

03

Govern

Require approvals for external sends, publishing, sensitive field changes, expensive lookups, and anything that leaves the system.

Built for every team

A general-purpose CRM that does more than store records.

BKV gives every function a shared system for customer context, priorities, content, files, approvals, and executive visibility.

SalesCustomer successMarketingOperationsLeadershipFinance

Pipeline clarity

Prioritized follow-up, aging work, account risk, and recent changes surfaced automatically.

Shared memory

Saved conversations, linked records, file context, and source chips keep AI work explainable.

Action control

Sensitive changes become reviewable proposals instead of silent mutations.

Faster execution

Drafts, summaries, research, and task plans move from conversation to workflow.

Governed AI

Powerful enough for operators. Controlled enough for admins.

BKV treats AI as an audited operating layer, not a shortcut around access rules.

Every AI tool call runs through tenant, role, feature, and resource permissions.

Human approval gates protect sends, publishing, sensitive writes, and high-cost jobs.

Usage, source references, provider choices, and approval decisions are audit-ready.

Provider routing keeps OpenAI as the default while external research stays policy-bound.

AI CRM demo

See how BKV turns CRM data into governed AI execution.

Bring your team a CRM that can reason, draft, research, parse, approve, and audit without becoming a black box.

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