---
title: "bluplai — the customer-facing workspace your CRM was never built for"
url: "https://bluplai.com/"
description: "Keep your CRM. bluplai gives every account one shared workspace where your team and your customer's team run the deal together — guests free and unlimited, from the first call to the renewal."
updated: "2026-07-18"
licence: "© bluplai / NavAIgate. All rights reserved."
---

# bluplai

The workspace your CRM was never built for.

bluplai is the customer-facing workspace your CRM was never built for. Keep
the CRM — it's good at what it does: pipeline, forecast, contact records.
What it has never given you is a place to work *with* the customer. bluplai
gives every account one shared workspace where your team and theirs run the
deal together — whiteboards, AI documents and decks, messaging, tasks, one
artifact library — from the first call to the renewal. Your side takes
seats; their side joins as guests, free and unlimited. And the AI starts
from where your knowledge already lives, connected over MCP to your Drive,
your ClickUp, your CRM.

## 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 — pipeline stays put, the work moves
into a room both sides share. We don't sync everything and we don't want
your forecast.

## 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 working stages — Discover, Qualify, Plan, Engage — run inside
those projects.

## Your guests are free. Always.

Invite the buying side in as guests — no licence, no seat, no invoice for
looking. Guests are unlimited and free on every plan. If we charged your
customer to collaborate, we'd just be another tool they ignore.

## 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.
Satisfaction surveys and a six-level sentiment read live in the same room.

## 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.
And one command connects Claude Desktop, Claude Code, Cursor, or any MCP
client:

    claude mcp add --transport http bluplai https://mcp.bluplai.com/mcp

Approve access in your browser, pick your organisation, and your AI can read
and update your whole workspace — 57 tools, your permissions, the same audit
trail as everyone else. Reads and questions are free; generation (documents,
decks, images) spends the organisation's monthly credits. See
[Product](https://bluplai.com/product.md) for the agent surface in detail.

## Trust and focus

Every organisation's data is isolated with row-level security; access is
OAuth 2.1 with browser consent, rotating revocable tokens, and one audit
trail for humans and agents alike.

## Who builds it

bluplai is built and operated by **NavAIgate** (https://navaigate.dev), an
AI-native consultancy. More on [About](https://bluplai.com/about.md).

## Get started

- Book a demo with the founders: https://bluplai.com/contact
- Start free / sign in: https://app.bluplai.com
- Pricing: https://bluplai.com/pricing

## Contact

- Email: dw@bluplai.com
- Web: https://bluplai.com