Lindy AI agents for small business

Smart, built-in CRM platform with advanced AI automation

Run a smarter business with AI agents and a smart CRM. Lindy turns hours of work into minutes of automation and efficiency.

Lindy

Deploy an army of AI agents across your business with Lindy

Lindy AI agents for small businesses, sales and insurance
Lindy features for AI insurance agents - additional capabilities and automation tools
CRM

Lindy knows your prospects, clients andbusiness better than you do

CRM Interface showing prospects, clients, and AI interactions

Smart and clutter free

Lindy tracks every interaction, writes personalized messages, updates your pipeline, and pulls key info—all in real time. The AI CRM functionality is included in all subscription tiers.

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AI-infused CRM

Manage leads, track customer interactions, and automate follow-ups to improve sales efficiency.

Communication tools

Send personalized emails and SMS messages directly from the platform, enhancing customer engagement.

Business intelligence

Gain insights into your operations with analytics on customer behavior, team performance, and more.

Integrations

Connect with your favorite tools and talk with them in the chat

Connect with 100+ apps and services

Lindy integrates with all your favorite tools, CRMs, and custom APIs to create a seamless workflow. We help with setup and personalized automations to ensure everything works perfectly for your business.

Lindy AI business integrations - showing connections with Gmail, Outlook, Slack, Dropbox, Google Drive, Microsoft Teams, Notion, Salesforce, HubSpot, Zoom, Asana, and Trello

How it works

AI that works the way you do.

Model Context Protocol

Enables Lindy to move seamlessly from questions to completed tasks without requiring code.
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What it does

Enables Lindy to move seamlessly from questions to completed tasks without requiring code.

How it helps you

Save development time and resources as Lindy handles complex tasks like drafting emails, scheduling meetings, and updating CRMs automatically.
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Action Confirmation

Prompts you to confirm before sending emails, scheduling events, or making important updates.
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What it does

Prompts you to confirm before sending emails, scheduling events, or making important updates.

How it helps you

Maintain full control over automated actions, prevent mistakes, and ensure nothing happens without your explicit approval.
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Knowledge Base

Empower your users and teams with an AI-powered knowledge base. Instantly access accurate information, troubleshoot issues, and find answers to common questions, 24/7.
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What it does

Empower your users and teams with an AI-powered knowledge base. Instantly access accurate information, troubleshoot issues, and find answers to common questions, 24/7.

How it helps you

Boosts team productivity by providing quick self-service answers, reduces support tickets by empowering users to find solutions independently, and ensures consistent information delivery across your organization.
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Native Integrations

Seamlessly connect Lindy with your existing tools. We support a wide range of native integrations:

• Agency Zoom, NowCerts, Hawksoft

• Fenris, Progressive, Loops

• OpenPhone, Google Calendar, Gemini

• Twilio, Zapier & more

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What it does

Seamlessly connect Lindy with your existing tools. We support a wide range of native integrations:

• Agency Zoom, NowCerts, Hawksoft

• Fenris, Progressive, Loops

• OpenPhone, Google Calendar, Gemini

• Twilio, Zapier & more

Integrations

• Agency Zoom, NowCerts, Hawksoft

• Fenris, Progressive, Loops

• OpenPhone, Google Calendar, Gemini

• Twilio, Zapier, Slack

• OpenAI, Claude, Grok AI

• Gmail, Outlook, Google Drive

• HubSpot, Zoho, Salesforce

• Asana, Trello, Monday.com

Custom integrations available on request

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Document Intelligence

Extracts structured data, entities, and tables from PDFs, Word docs, and spreadsheets.
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What it does

Extracts structured data, entities, and tables from PDFs, Word docs, and spreadsheets.

How it helps you

Transform unstructured documents into actionable data that integrates with your existing systems, eliminating manual data entry.
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Integrated CRM

Provides a drag-and-drop kanban board for prospect management with automated follow-ups and pipeline tracking.
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What it does

Provides a drag-and-drop kanban board for prospect management with automated follow-ups and pipeline tracking.

How it helps you

Manage your entire sales pipeline in one place with a 5-minute setup, keeping track of leads, deals, and client relationships without switching between tools.
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How it works

Lindy is designed specifically for insurance, finance, and small business owners of all shapes and sizes. Get started with Lindy's AI assistant in minutes and let AI handle your routine tasks automatically.
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What it does

Lindy is designed specifically for insurance, finance, and small business owners of all shapes and sizes. Get started with Lindy's AI assistant in minutes and let AI handle your routine tasks automatically.

How it helps you

Lindy was built for insurance agencies, real estate companies, financial services and sales teams.

Ready-to-use integrations:

• Email, Calendar, CRM, Documents

• OpenAI, Claude, Grok AI models

• Document parsing & form generation

• Google Calendar, Gemini, OpenPhone

• Agency Zoom, NowCerts, Hawksoft

• Fenris, Progressive, Loops

• Twilio, Zapier & more

Custom integrations available on request

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Integrations

Connect Lindy with your favorite tools and AI models. From productivity apps to advanced AI like OpenAI, Anthropic's Claude, and Grok, we support hundreds of integrations out of the box.
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What it does

Connect Lindy with your favorite tools and AI models. From productivity apps to advanced AI like OpenAI, Anthropic's Claude, and Grok, we support hundreds of integrations out of the box.

How it helps you

Work seamlessly across your entire tech stack. Lindy integrates with Gmail, Slack, HubSpot, Google Drive, OpenAI, Anthropic's Claude, Grok, and many more. Custom integrations available for enterprise needs.
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Industries

Tailored AI solutions for specific industry needs. From insurance agencies to financial services, we understand your unique workflows and compliance requirements.
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What it does

Tailored AI solutions for specific industry needs. From insurance agencies to financial services, we understand your unique workflows and compliance requirements.

How it helps you

Specialized features for Insurance (ACORD forms, policy management), Finance (document analysis, compliance), Marketing (content distribution), Healthcare (secure data handling), and more. Industry-specific templates and workflows included.
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"Lindy is like a super-efficient assistant for my agency. It handles communications, renewals, and leads, freeing me to focus on personalized service. A true game-changer!"

Mark

Independent agent

"It understands our company better than we do. Lindy has insights into our operations that we never even considered, helping us optimize processes we didn't know needed improvement."

Althea

Founder, Spoudaios Insurance

"Implementation was smooth, and the results were immediate. Our team productivity increased by 40% within the first month of using Lindy and the CRM."

Emily

Indeed

"The CRM integration has transformed how we manage our client relationships. Lindy's AI insights help us understand our customers better and close deals faster."

Sam

Founder, Marketing agency

"The CRM dashboard gives us a complete view of our client journey. We've reduced response times by 60% and increased client retention since implementing Lindy's CRM."

Lisa

COO, Grey Financial

"Lindy is like a super-efficient assistant for my agency. It handles communications, renewals, and leads, freeing me to focus on personalized service. A true game-changer!"

Mark

Independent agent

"It understands our company better than we do. Lindy has insights into our operations that we never even considered, helping us optimize processes we didn't know needed improvement."

Althea

Founder, Spoudaios Insurance

"Implementation was smooth, and the results were immediate. Our team productivity increased by 40% within the first month of using Lindy and the CRM."

Emily

Indeed

"The CRM integration has transformed how we manage our client relationships. Lindy's AI insights help us understand our customers better and close deals faster."

Sam

Founder, Marketing agency

"The CRM dashboard gives us a complete view of our client journey. We've reduced response times by 60% and increased client retention since implementing Lindy's CRM."

Lisa

COO, Grey Financial

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