What if your CRM wasn't a separate vendor your team logs into, but an intelligent application built directly on the data you already own in Domo?
Domo's AI-native CRM demonstrates exactly that. Built entirely on the Domo App platform, this application gives every customer-facing team member a complete relationship view: accounts, history, open opportunities, tasks, upcoming renewals, and product gaps, all in one place, all driven by AI. Domo AI reads your customer data, generates plain-language relationship summaries, proposes next best actions grounded in what each customer actually owns, drafts outreach that sounds human, and routes it through the right person before anything goes out. The pipeline is visual and live. The referral program tracks every submission and every dollar earned. When a task arrives, AI drafts the email, call script, or proposal needed to close it.
There’s no CRM vendor contract, and no separate AI subscription. It’s one application, engineered end to end on Domo.
Featured Session: Building an AI-Native CRM on Domo
Join Domo CMO Mark Boothe and Solution Engineer Shana Brennan for a live walkthrough of a pro-code CRM built to prove one point: if your customer data lives in Domo, your CRM can too. We'll show how Domo AI reads customer relationship history and writes back, generating contact summaries, surfacing next best actions, drafting personalized outreach, and firing approved messages through Domo Workflows with a human reviewing every send. We'll walk through the pipeline kanban, task management with AI-assisted completion, and a referral engine that turns every team member into a growth contributor. Designed around a credit union managing members, loans, deposits, renewals, and referrals, the architecture translates to any industry where customer relationships drive revenue.
What You Will See:
- AI that reads your data and acts on it: Relationship summaries written on demand. Next best actions from actual customer history. Outreach drafted and ready to send. Proposals generated at the moment a task requires them. Not a search box. A layer that turns data into decisions.
- A full-stack application on a single platform: A modern front end with Domo handling all business logic: datasets, Documents feeding live product content to AI at runtime, Workflows delivering approved outreach, and conversational AI chat. No tool stitching required.
- The rep stays in control: Every AI-drafted email is reviewed before it sends. Every proposal is offered, not applied. Human oversight is built into every step that touches the customer.
- An architecture you can take anywhere: The same stack works for field sales, account management, customer success, or financial advising. If your customers live in Domo data, this is how you build the app your team actually uses.
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