AI-infused CRM and custom
AI agents built just for you

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

AI agents

Deploy an army of AI agents
across your business with Lindy

Lindy features for AI insurance agents - additional capabilities and automation tools

Lindy AI agent content generator and forms interface

CRM

Lindy knows your prospects, clients
and business 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.

Explore all our integrations.

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

Also includes

Intelligent features

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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Action Confirmation

Lindy prompts for your approval before executing critical actions like sending emails or modifying data.

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What it does

Lindy prompts for your approval before executing critical actions like sending emails or modifying data.

How it helps you

Ensures you maintain full control over important decisions, prevents unintended actions, and builds trust in the AI's operations.

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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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Poe Content Generation

AI-powered expert content for insurance, finance, real estate & AI. Engaging, human-like articles.

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What it does

AI-powered expert content for insurance, finance, real estate & AI. Engaging, human-like articles.

How it helps you

Rank high with SEO-friendly content. Automate creation, establish thought leadership.
Learn more about Poe

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My Lindy Forms

Intelligent, dynamic forms for lead capture & data collection. Seamless workflow integration.

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What it does

Intelligent, dynamic forms for lead capture & data collection. Seamless workflow integration.

How it helps you

Simplify data entry, improve accuracy, automate processes. Custom forms for any need.
Explore My Lindy Forms

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My Lindy Tasks

AI-powered task management to organize, automate, and boost team productivity.

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What it does

AI-powered task management to organize, automate, and boost team productivity.

How it helps you

Streamline operations, ensure accountability, let AI handle routine tasks. Focus on priorities.
Discover My Lindy Tasks

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FAQ

"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

Newsletter

AI-infused CRM and custom AI agents built just for you

Deploy an army of AI agents across your business with Lindy

Lindy knows your prospects, clients and business better than you do

Smart and clutter free

AI-infused CRM

Communication tools

Business intelligence

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

Connect with 100+ apps and services

Intelligent features

Knowledge Base

What it does

How it helps you

Action Confirmation

What it does

How it helps you

Native Integrations

What it does

Integrations

Poe Content Generation

What it does

How it helps you

My Lindy Forms

What it does

How it helps you

My Lindy Tasks

What it does

How it helps you

FAQ

What is Model Context Protocol (MCP)?

How does Action Confirmation provide control?

What are your pricing plans like? Are there long-term contracts?

Tell me about the Platinum plan and the AI agent Owen.

What is My Lindy?

How does Lindy's knowledge base and document intelligence work?

What kind of integrations does Lindy support?

What industries does Lindy cater to?

Can I get AI agents customized for my specific business needs?

How central is customization to the My Lindy platform?

What kind of customer support do you offer?

Is my data secure with My Lindy?

How easy is it to get started with My Lindy?

What are Lindy's Custom Online Forms and their benefits?

What can I do with Lindy's online forms?

Are Lindy's Forms included in all plans?

Get the latest updates

AI-infused CRM and custom
AI agents built just for you

Deploy an army of AI agents
across your business with Lindy

Lindy knows your prospects, clients
and business better than you do

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