A real product, not a stitched-together stack.

Most CRMs treat AI as a sidebar chatbot. Harmonia ships a real Model Context Protocol server — the same protocol Claude Desktop, Cursor, and dozens of other clients already speak.

You point Claude at your Harmonia workspace. The AI can list opportunities, draft an email, move a deal stage, log a call, summarize a pipeline, or send an SMS — bounded by the OAuth scopes you grant.

No prompt engineering. No fragile webhook gymnastics. You ask, Claude does, you review.

Every conversation a customer has had with your business — across every channel — is one thread. Email replies, SMS, WhatsApp, web chat, Facebook and Instagram DMs all converge on the same contact record.

Assignments, canned responses, AI-suggested replies, and realtime presence are built in. No more swivel-chairing between Gmail and your texting tool.

Different business units run different sales motions. Harmonia lets each pipeline define its own stages, probabilities, required fields, and stage-change automations.

Drag a card and the stage moves. Filter on owner, source, value, stage age. Click into a deal for the full timeline — calls, emails, SMS, notes, tasks, documents.

Booking pages that don't feel like Calendly. Each calendar type has its own logic: round-robin for sales reps, collective for the whole team, class for fixed-time group events, service menu for picking a service before a time.

Embeddable, white-label-friendly, and wired into the same workflow engine — so a booking can trigger a follow-up SMS, a Slack ping, or a pipeline stage move.

Marketing email through your authenticated domain. Transactional email through Resend. SMS and MMS through Twilio or Telnyx. Voice with click-to-dial, recording, and screen-pop.

We don't middleman your sender reputation. Connect your providers; Harmonia drives them.

When a form is submitted, a tag is added, a deal moves stage, or a webhook fires — Harmonia can run a workflow. Workflows are first-class objects with versioning, execution history, error inboxes, and a real testing surface.

Build with a node graph. Version control. Pause and resume. Inspect every execution step.

Build a sequence that opens with an email, branches on whether the recipient clicked, drops in an SMS three days later, and creates a manual task if they engaged. Or sticks them in a different sequence if they didn't.

Sequences live alongside workflows — both feed the same execution engine.

Forms that map to your contact + custom-field schema and drop straight into your pipeline. Surveys with conditional logic. Multi-step funnels with thank-you pages. A full multi-page site builder for your marketing surface.

Use Harmonia's renderer or embed via script tag in WordPress, Webflow, or static HTML.

Post-service automated requests via SMS or email. Threshold-gated: 4-5 star reviews flow public, lower scores route to a private feedback inbox.

Monitor Google, Yelp, and Facebook. Respond inline. Map reviews back to the booking that triggered them.

Run Harmonia under your brand at your domain. Custom login screen. Custom support email. Sub-accounts under your agency, each with their own pipelines, calendars, comms, and billing.

We invented this for ourselves — we run Harmonia under app.harmoniacrm.com. You can run it wherever you want.

Built-in dashboards for pipeline velocity, conversion by stage, source attribution, agent productivity, channel mix, and conversation response times. SQL export and a public API behind every chart.

Custom dashboards via drag-and-drop. Or just take the data out via the API and pipe it into your warehouse.

REST + Webhook API at /api/public. Native integrations with Twilio, Telnyx, Stripe, Resend, Slack, Zapier, Google, Microsoft, Ocrolus, Plaid. A marketplace for community apps.

And — again — an MCP server, so AI agents can drive the whole thing.