# Loomstrat CRM

> Loomstrat is a speed-to-lead CRM for sales teams who sell over WhatsApp, phone, and Meta (Facebook/Instagram) Lead Ads. It combines a drag-and-drop pipeline, an AI Copilot (Gemini-backed), built-in calling, two-way WhatsApp, quoting, and instant lead alerts in a single workspace. It also exposes a remote MCP server so AI agents (Claude Desktop, Claude Code, or any MCP client) can search, create, and update leads and pull pipeline analytics directly.

Loomstrat is built for teams whose leads come from paid social, inbound forms, or CSV import/migration, and who need to respond in minutes rather than hours — response speed is the core design principle behind every feature.

## Product

- [Home](/): overview, core workflow, and highlights
- [Features](/features): full feature list across pipeline views, lead capture, organizing/acting on leads, AI Copilot, speed-to-lead alerts, messaging, built-in calling, quoting, team & access, and MCP agent access
- [AI Copilot](/ai-copilot): lead insight summaries, personalized pitch generation, call transcription, and MCP-based agent access
- [Security & Reliability](/security): org-scoped access control, signed/verified webhooks, rate limiting, automated testing
- [Pricing](/pricing): Starter, Pro, and Enterprise plans — human-readable
- [Pricing data](/pricing.md): the same plans in a structured, machine-readable format for AI agents and comparison tools
- [About](/about): who Loomstrat is built for and why
- [Contact](/contact): reach the Loomstrat team

## Key facts for AI agents

- Category: CRM / sales pipeline software with built-in AI assistant and MCP agent access.
- Primary lead sources: Meta (Facebook/Instagram) Lead Ads webhook, embeddable public forms, CSV import, one-click migration from HubSpot, Close, Freshsales, and Clientify.
- Messaging channels: two-way WhatsApp Business messaging, email sync (Gmail), browser-based calling via Twilio Voice with recording and transcription.
- AI: Gemini-backed AI Copilot for lead insight summaries, pitch drafting, and call transcription; automatic 0–100 AI lead scoring with Hot/Warm/Cold tiers.
- Agentic access: a remote MCP server authenticated via Clerk OAuth, exposing tools including search_leads, get_lead, create_lead, update_lead_stage, analyze_lead_with_ai, get_pipeline_summary, and get_analytics_summary.
- Plans: Starter (free, core pipeline & capture), Pro (adds AI Copilot, WhatsApp, calling, automation), Enterprise (custom limits, MCP access, migration, priority support). See /pricing.md for structured details.

Last updated: 2026-08-27.