Hazel · The AI-native CRM
Every relationship, remembered.
A Copilot that works your pipeline, records with total recall, and agent access from day one. Built AI-native, not retrofitted. Hazel is where OutPilot’s replies and Scribe’s meeting notes end up.
- A Copilot that works your pipeline
- MCP access for your agents
- Booking links and calendar sync
Boards you can read at a glance, with a Copilot that noticed first
Contacts and companies move across stages you define; the Copilot flags what stalled and offers to write the follow-up.
A CRM that works itself
Not a classic CRM with a chatbot bolted on. Hazel is built so that you, or an AI working on your behalf, can run the whole thing.
A Copilot that works your pipeline
Ask "what’s due today?", "find stalled accounts", or "tidy up my board" and Hazel’s Copilot does the work: it reads your pipelines, moves records, adds notes, and sets follow-ups.
Voice input, file attachments, and a plan mode that is read-only by construction, so you can explore safely before letting it act.
A memory of its own
The Copilot keeps a working memory of your business: what you sell, who you sell to, and the rules you give it, and it carries that context into every conversation.
Every record keeps total recall too: one merged timeline of notes, stage moves, meetings, and every sync that ever touched it.
Agent-ready by design
Everything the app can do is exposed through a built-in MCP server, so Claude and other AI agents can operate your CRM with scoped, revocable keys: read-only or read-and-write.
Text that arrives from third parties is quarantined, so a prospect’s bio can never smuggle instructions to your agent.
Everything in its place
Boards, records, and follow-ups with strong opinions: less structure to maintain, and what exists stays accurate on its own.
Pipelines the way you think
Multiple boards, each with its own stages, colours, and won/lost outcomes. Drag records across a clean kanban view. Boards hold contacts or companies directly; no deal objects to babysit.
Contacts and companies that stay clean
Records deduplicate on LinkedIn identity, so imports and re-syncs never create twins. Incoming data fills only the blanks and never overwrites what you’ve curated. Company records carry enriched detail sourced from the company’s own website.
Follow-ups that never go silent
One follow-up per record: a date and a note. A single view of Overdue, Today, and Upcoming. Email and push reminders retry until they are actually delivered.
From conversation to calendar
The distance between "let’s talk" and a held meeting on the record is where CRMs quietly fail. Hazel closes it end to end.
A calendar that knows your contacts
Connect Google or Outlook. Events sync both ways, new events get Meet or Teams links, and meetings attach themselves to the right record. Track held and no-show outcomes.
Built-in booking links
Public booking pages with your availability rules: buffers, minimum notice, and daily caps. Invitees confirm, reschedule, or cancel themselves. Double-booking is blocked at the database level.
Plays well with the rest of Banyan
OutPilot pushes leads, lists and companies straight into Hazel, and every LinkedIn reply flows onto a pipeline that mirrors your outreach stages. Scribe’s meeting notes land on the record too.
Hazel is one root of nine.
Start where your next customer is.
Everything above is built and running today. Pair Hazel with OutPilot to fill the pipeline it manages.
Hazel also lives at hazelcrm.co