The workspace your CRM was never built for.
Keep your pipeline, your forecast and your contacts exactly where they are. bluplai is the shared workspace where you and your customer do the work together, from the first call to the renewal. Your side takes seats. Their side joins as guests, free.
Acme Industrial · Account workspace
Goals
Account health
Watch and improve
Agent activity
Not a CRM. On purpose.
Your CRM records the deal; it was never a place your customer could walk into. bluplai plugs in alongside it. Your pipeline stays put; the work moves into a room both sides share.
We don't sync everything and we don't want your forecast. That job is solved. What no CRM has ever given you is a room your customer can work in. So we built that instead.
One account, one workspace.
Every account you serve gets one workspace. Five workspaces means five live deals in motion. Inside each: unlimited projects, from first discovery to renewal.
The four stages you already run live inside those projects. They are the work, not a reporting frame around it.
01
Discover
Capture goals, friction and what the customer is actually trying to change.
02
Qualify
Turn signals into value drivers, ROI assumptions and a case both sides believe.
03
Plan
Success plans, stakeholder maps, journeys and milestones — with owners and dates.
04
Engage
Surveys, questionnaires, events and adoption tracking, tied back to the account.
Your guests are free. Always.
Invite the buying side in as guests: no licence, no seat, no invoice for looking. If we charged your customer to collaborate, we'd just be another tool they ignore.
Guests see the work, comment on it and ask the workspace AI anything grounded in the record. Seats are for the people on your side building the documents, the decks and the plan.
Acme Industrial · Workspace members
Sarah — your account lead
seatMarco — your solutions engineer
seatR. Okafor — customer, exec sponsor
guest · freeJ. Mason — customer, ops lead
guest · freeT. Weber — customer, IT
guest · freeGuests: unlimited, free, on every plan.
Everything sits in the tool.
Whiteboards, AI documents that know the project, an AI presentation builder whose decks run on any device, messaging, tasks and a shared artifact library. Stop round-tripping through Word, PowerPoint, OneNote and email.
You know the before-picture. The plan lives in a deck, the numbers in a spreadsheet and the promises in someone's inbox. By the first review, nobody is looking at the same thing.
Whiteboards
Sketch the plan with the customer in the room, not in a screenshot of one.
AI documents
Documents that know the project — drafted from the record, not from a blank page.
Presentation builder
HTML-native decks that run on any device — iPad, Mac or Windows — no export dance.
Messaging and tasks
Comments, decisions and owners live next to the work they are about.
Artifact library
One shared home for every document, deck and board the deal produces.
Customer signals
Satisfaction surveys and a six-level sentiment read, tied back to the account.
AI that starts where your knowledge lives.
bluplai connects over MCP to your cloud storage and your CRM, so documents, decks and ROI cases are written from context you already have. Your own AI can work inside bluplai with one command.
Reads and questions are free; credits are only spent when the AI writes.
Signal from the noise
Hear what your accounts are really telling you.
Every workspace collects your customer's own words: surveys, comments, the record of the work itself. bluplai reads all of it and hands back a clear signal: a six-level sentiment read, the top pain points and the recommended next actions for that account. You get an action list, not a spreadsheet of comments.
Grounded first, generative second: the read starts from what your customer actually said, before the AI writes a word.
V. negative
Negative
S. negative
Neutral
Positive
V. positive
Sentiment read
Positive — trending up
Top pain point
Onboarding time
Recommended action
Assign a migration owner this week
Connect your AI in one command.
No integration project, no API keys, nothing to build. If your team already uses an AI assistant, it can be working inside your bluplai workspace in about a minute.
Step 01
Choose your AI
Whatever your team already talks to. If it speaks MCP, it can work in bluplai.
Step 02
Connect
One command. Approve access in your browser, just as you sign in to any app, then pick your organisation. No API keys to manage; access is yours and revocable at any time.
terminal — one command to connect
$
Step 03
Ask in plain language
Your AI reads and updates the same workspace you see, with your permissions and in the same audit trail. Or drop a folder of call transcripts on the ingest skill and watch the account plan build itself.
How healthy is the Acme account, and what changed this week?
Health is 72 (watch). Adoption and engagement are steady; support dipped after two open tickets. This week a data-migration risk was raised and assigned to J. Mason, and the QBR agenda was drafted. Sources: account health components · activity log
Fair questions
Is this too technical for me?
No. It is one command pasted into your AI's settings, then an approve screen in your browser, the same as signing in to any app. There is nothing to install on a server and no code to write. And if you would rather not connect anything, the built-in assistant inside the app does the same work.
Is my data safe?
Your AI acts as you: your role, your organisation, your account scope, enforced by row-level security in the database. Every change it makes lands in the same audit trail as human edits, and its access tokens rotate and can be revoked at any time. Nothing an agent does exceeds what you could do yourself.
What can my AI actually do?
Read everything you can see: accounts, health, success plans, ROI and activity, on every plan, for free. Generation uses your organisation's monthly credits for documents, decks and images. Under the hood that is 57 tools, including bulk operations and ask_bluplai, which delegates open questions to bluplai's own agent.
Do I need this to use bluplai?
No. The workspace stands entirely on its own in the browser, and a built-in assistant already lives in the app. Connecting your own AI is there when you want it. It is not a requirement.
A stable machine interface, not a bolt-on chatbot.
If your team runs its own agents, bluplai gives them a production surface: typed tools, honest errors and the same isolation and auditing as human users.
0
MCP tools
0+
Entity schemas
0
Records per bulk write
0
Audit trail — humans and agents
Self-describing schemas
describe_record returns fields, enums and required parents for around 25 entity types — your agent discovers the shape of the data instead of guessing it.
Bulk operations
Create up to 100 records in one call with per-row validation, so a full account plan lands in seconds — and partial failures tell the agent exactly what to fix.
Delegation
ask_bluplai hands an open question to bluplai’s own agent, which plans the reads over your scoped data and returns the answer with its tool trail visible.
Honest limits: tokens are user-bound via consent today. There are no service accounts or webhooks yet. See what's next.
Start free. Bring one account.
One seat, one workspace, unlimited projects and full AI on monthly credits. Your guests see everything, at no cost to anyone. Upgrade when you have more deals in motion, not more watchers.
Curious what a plan costs when you grow? See pricing. You pay for workspaces; your guests pay nothing.