Lightfield

This is the core thing to understand about Lightfield, and it's what separates it from every other CRM that's adding AI features right now.

In Lightfield, everything pushes you to the chat. Want to create an automation? It drops you into the chat with a pre-prompt. Want to modify your data model? Talk to it. Want to add a custom field? Just ask. It even suggests the best field type based on what you're asking for.

The fact that everything works via chat means any agent can interact with your CRM.

Part of what Lightfield does right now for onboarding is pairing you with forward-deployed engineers. AKA in the past, a company would need to purchase HubSpot + hire a consultant to help their team configure it and build automations.

With Lightfield, you get the consulting + setup + CRM as a part of the deal.

When you request a demo, you talk to their team, and if the tool makes sense, they'll set you up on a shared Slack channel and walk you through the configuration.

Our favorite part about Lightfield is that it continuously reviews your emails, meetings, and connected tools to keep your CRM data current.

The system flags suggested updates and just asks you to approve them. It might notice that a contact's job title changed in an email, or that a deal's next steps shifted after a call.

Instead of relying on a salesperson to remember to update the CRM after every interaction (lol anyone who has run a sales team knows the manager is always chasing sales reps to update the CRM), Lightfield just does it and you need to click a checkmark to approve (or approve all).

We also noticed that it's smart about what it flags. It's not throwing random tasks at you for every email that was sent. It's purposeful about what it recommends, a follow-up that was promised but not sent, a deal that should move to the next stage based on what was discussed on a call, a contact details changing.

When you send an email promising something like, sending over an agreement or scheduling a follow-up call, Lightfield creates a task for it, automatically.

In a traditional CRM, you either create tasks manually, or you set up automation rules that trigger based on pipeline stages. Lightfield is watching your actual conversations and figuring out what needs to happen next.

For example, we sent out a partner payment notification, and Lightfield already had a suggested task to follow up in four days. We would have normally just snoozed the email in Superhuman Mail but now we have an automatic task list for all of our deals.

Lightfield has a meeting recorder that joins your calls with video. We're using it alongside Granola. Lightfield records your audio and video and automatically updates the CRM based on the outcome of the meeting (while we use Granola to record every meeting, even in-person meetings so it just generally has more team memory).

For example, if we promise to send over an email, Lightfield will automatically assign the task for you so that you don't forget.

It also does meeting prep: before your next call, it sends you an email with full background on the contact, the relationship history, and what was discussed last time. The longer you use it, the more contacts it has, and the smarter the prep gets.

If you're using Granola, it currently requires a custom automation set up by the Lightfield team (~5 min on their backend). It's not a native integration yet, but they mentioned it's on the roadmap. Just let their team know and they'll enable it for you.

If you want to know what's going on with a customer or a deal, you can just ask chat. Lightfield searches your meeting notes, emails, and pipeline data to give you the answer.

You no longer need to open up a deal or contact record, scroll to the activity feed, read through notes like a detective, and check the pipeline stage to piece together a puzzle of what is the status of a deal.

With Lightfield, you just ask "what's going on with this deal?". You can even ask the Lightfield bot in Slack to give you reporting on your entire pipeline.

With other CRMs you would need to use their workflow builder to build automations, and a tool like Zapier to build integrations.

In Lightfield, you describe what you want, and it consults you, asking clarifying questions to make sure it understood, then builds the automation.

We set up an automation that fires when an opportunity moves to a specific stage: it creates all the tasks needed for onboarding a new partner, assigns them to the right team members, and even has conditional logic: if it's an existing partner, skip the tasks that don't apply. If there's no agreement attached, it creates a task to remind us to attach one.

It even connects into Linear to create a ticket and @mention our designer to grab a partner's logo.

With that, you still need to put time into making sure everything works as expected, but the conversation is easy. The questions Lightfield asks are the same types of questions we used to email our consulting clients and ask them to answer.

We were coming from Copper CRM, which we'd used for over a decade. Typically, migrating a CRM after that long would be an extremely daunting and excruciating task. We've charged clients $5,000–$10,000 just for a data migration alone.

Alex exported 13 years of Copper data into Lightfield...in a Sunday evening 😅.

You just export your important records, drag in the CSV and Lightfield connects all the relationships and makes suggestions. It had already pulled a lot of information from our emails before we even imported anything, so when the data came in, it could intelligently map similar fields and suggest which ones to keep based on fill rates.

It even suggested things like "this field is only used 1% of the time, do you really want to bring it over?"

We were able to migrate the majority of our data in 30 minutes to an hour. Compare that to what this would have looked like switching to a different traditional CRM, probably a full week of cleaning up data, mapping fields, and pulling our hair out!

That said, there were some pain points to be aware of.

For example, merging duplicates had to be done in batches, approving each one individually because merging is irreversible. It makes sense from a safety perspective, but since we had a lot of duplicates from a decade of data, it became tedious.

We also couldn't bulk update records from a table view, everything goes through the chat, which for some operations just felt slower than clicking through a spreadsheet would have been.

You can interact with Lightfield directly from Slack. We've used it to update contact records (e.g. we told it to update our main representative for this partner to this email address), pull pipeline reports (e.g. "show me all deals supposed to close this week"), and get notified when automations need input.

Right now the Slack bot is relatively basic, you DM it directly, and it can pull info or take simple actions. You can't yet @mention it in a shared channel to take action.

But it's useful for quick CRM actions without switching context. In the future, it would be cool to see the Slack bot act more like an employee in shared channels, but for now, it works well as a direct chat to your CRM data.

Lightfield has a knowledge base that stores context from your conversations and structured information about your business. Think of it like workspace-level context (policies, procedures, product info) and personal-level context (your writing style, meeting prep preferences).

There's also a skills system, structured processes that give your agents instructions on how to work.

For example, a skill might define how your team handles data deduplication.

On the highest tier of Lightfield, it can find leads based on your niche, pull them into the CRM, qualify them with a score, and run multi-step outbound email campaigns.

We haven't used this feature extensively ourselves since our business model is content-driven rather than outbound sales, but for B2B teams doing active prospecting, this is super helpful.

Lightfield exposes everything via both a REST API and an MCP server. Any agent that can connect to MCP (Claude, Viktor, ChatGPT) can interact with your CRM data.

As a heads up, API keys are in beta.

We connected Viktor to Lightfield, and being able to have our AI employee interact directly with our CRM data has been awesome. It means Viktor can pull opportunity details, update records, and take actions inside Lightfield without anyone manually switching between tools.

They also support native integrations with your inbox (Gmail/Outlook), calendar, and are building out partnerships for contract workflows.