Margince
Elbphilharmonie facade, Hamburg

AI-native CRM · Coming Autumn 2026

A CRM that fills itself. A forecast that shows its evidence.

Margince updates the records from approved emails, meetings and calendar activities, prioritizes deals and prepares follow-up drafts. Every AI update links to its source, and external actions require approval.

You decide where it runs, which model it uses, and how it's customized in the source code.

01 — How it works

AI does the busywork. You decide what goes out.

A day with Margince runs through three places: the morning brief, the records, and the approval inbox. The overnight agent works through the sources you approved - and sends nothing external until you confirm it.

Morning brief

See what needs attention

Review pipeline changes, deals at risk, meetings and follow-ups that need a decision.

CRM updates

Keep records current

Margince updates contacts and deals from the email, calendar and meeting sources your company approves.

Approval inbox

Review follow-up drafts

Approve, edit or reject a draft before it is sent to a customer.

Morning briefWednesday, 4 June

Good morning, Lars.

€1.18Mweighted pipeline
5need you today
3meetings today
47captured overnight
  1. Brandt AutomotiveDoor-line pick & place · €240k · Negotiation

    Quiet for 10 weeks. Anna Weber opened your last email twice. A re-engagement draft is ready.

    Draft ready
  2. BÄR PharmaPackaging QA · €212k · Proposal

    On Tuesday's call you agreed to send updated pricing today. The draft cites the transcript.

    Draft ready

Illustrative scenario. Every line links to its source.

Fig. 01 — The morning brief shows deals that need attention.
Approval requiredbefore anything is sent
To: [email protected]Picking back up: door-line pick & place

Hi Anna, it has been a while since we last spoke about the pick & place project. Would early next week work?

Approve✓ ApprovedEditReject

Approval required before sending · Recorded in the audit trail

Fig. 02 — Review a draft before it is sent.
02 — What you get

Less admin. A pipeline you can trust.

01

Always-current pipeline

Records update from real activity, not from reps remembering to log it. No stale deals, no end-of-quarter clean-up.

02

A forecast you can open

Every number opens to the deals behind it. Nothing is a black box.

03

Reps back to selling

The data entry happens before they walk in. Their hours go to conversations and closing.

ChangesField history
AllHumanAgent
All fieldsname
NAME
Globex RenewalGlobex Renewal (updated)
14/07/2026, 12:00
agent: sdrpsp_7Q3fa91“renewal signed” · email#42
— created —Globex Renewal
13/07/2026, 12:00
typed by you
Fig. 03 — Field history in the product: every change keeps its old value, new value, actor and evidence.
Forecast · CommitJune
€1.18Mweighted pipeline
€295kcommit
2deals behind it
  1. Brandt Automotive€240k · Negotiation · weighted €168k

    Amount set by agent:capture on 18 June.

    “door-line budget confirmed” · email#31
  2. BÄR Pharma€212k · Proposal · weighted €127k

    Stage advanced after Tuesday's call.

    “send updated pricing” · call transcript
Fig. 04 — A forecast number, opened: the deals behind it and the evidence behind them.
03 — Approval and audit trail

Your team can review every action and change.

Margince shows what it plans to do, which source it used and what changed in the CRM.

Review

Actions wait for approval

Margince can read approved sources and prepare drafts. Your team reviews external actions before they happen.

Source

Updates include their source

Each AI-generated value links to the email, meeting or calendar activity used to create it.

Log

Changes are recorded

The audit trail records the previous value, the new value, the source and the person or agent that made the change.

Audit trail example

See what changed and who changed it.

2026-06-18 · 09:42deal.amount€212,000 → €177,072agent:capture · evidence linked
2026-06-12 · 11:20deal.stageQualified → Proposal sentAnna Weber · typed by human
2026-06-24 · 09:41invoice RE-2026-0091deletion attemptblocked · retention rule

Append-only. Entries are never edited or removed.

04 — Deployment

You run Margince in your own environment - and you keep it.

Use your own model, keys and infrastructure, or select an EU host. You receive the full source code, and every access is logged.

01

Model

Use a model approved by your company.

02

Keys

Use your own contract and credentials.

03

Code

Receive the full source code. BUSL-1.1, Apache 2.0 after 24 months per release.

04

Hosting

Run it on your infrastructure, in a private cloud or with an EU host.

05 — Why location alone isn't enough

Where your data sits does not decide who can reach it.

A provider that answers to a non-European court can be compelled to hand over data, wherever the servers stand. Margince settles this in the architecture: the whole system runs inside your boundary.

US legal reach, in practice. A Microsoft executive told the French Senate, under oath, that the company could not guarantee data sovereignty against valid U.S. demands.Source · The Register, 2025

  • Safe Harborstruck down 2015
  • Privacy Shieldstruck down 2020
  • Current frameworkunder fresh challenge
Glass facade, Post Tower Bonn
06 — Who it's for

One AI decision. Six teams that all have to say yes.

An AI that works on customer data crosses six desks before go-live. Margince is built so every one of them can sign off - value for the sales floor, control for everyone guarding the company.

CEO / MD

Grow fast on AI, and keep control.

The AI works inside your boundary, on your model. Every action has an approval path and an audit trail: speed without handing over the keys.

CFO

Predictable cost, not a license explosion.

Flat €25 per acting seat above the free 10. Unlimited read seats. No contact tax, no token markup: the AI runs on your own contract.

CRO / Sales

Every number opens to the deals behind it.

Records fill from approved sources overnight. The forecast starts from current data. Zero black-box figures: every number drills to the deals behind it.

CISO / Legal

Data boundary, audit trail, and human approval.

Runs inside your boundary: EU host, private cloud, or on-prem. Every read and every action is logged. Nothing sends without sign-off.

Betriebsrat / HR

Approved sources, private-data protection, no surveillance.

Opt-in sources only, private items stay out, and every access is logged with the reason it happened. Built for Betriebsrat sign-off from day one.

CIO / CTO

No vendor lock-in: self-hosting and full source access.

Full source under BUSL-1.1, Apache 2.0 after 24 months per release. Run it where you decide. The exit path is part of the product.

MarginceTypical SaaS CRM
Runs on your own infrastructure
Your own AI model and keys
Data never leaves your boundary
Nothing sends without human approval
Full source provided
You can leave and keep running it
Runs on your own infrastructure
MarginceTypical SaaS CRM
Your own AI model and keys
MarginceTypical SaaS CRM
Data never leaves your boundary
MarginceTypical SaaS CRM
Nothing sends without human approval
MarginceTypical SaaS CRM
Full source provided
MarginceTypical SaaS CRM
You can leave and keep running it
MarginceTypical SaaS CRM
BMW Welt, MunichProduct development in Germany.
07 — How you get it

Your implementation partner sets up Margince in your environment.

You receive the source code. A partner configures the system and supports the rollout.

  1. 1
    Source code

    Receive the source code

    The source is provided under BUSL-1.1. Each release changes to Apache 2.0 after 24 months.

  2. 2
    Partner

    Work with an implementation partner

    The partner sets up Margince, adapts it to your processes and supports the rollout.

  3. 3
    Your host

    Choose where it runs

    Use your own environment, a private cloud or an EU host.

  4. 4
    You

    Keep your instance and data

    Your company controls the CRM instance, customer data and deployment.

08 — Get started

Two ways to work with us.

For implementation partners

Own the client. We never compete with you.

100% client ownership. 100% services revenue yours. We build the secure core, you build the business on top of it.

  • Not 5,000 partners: a few selected launch partners
  • 90-day exclusive deal registration
  • AI governance = a service category nobody else owns yet
  • 20% license margin on top of your services
09 — Questions

Frequently asked questions

Read about the product, deployment, data, pricing and preview access.

The productWhat does Margince actually do, in one sentence?

Margince is an AI-native CRM where the AI fills your pipeline overnight, and every action it takes waits for a human to approve it before anything irreversible happens.

Data & sovereigntyWhere does our data live, and who has access?

You decide: on-premise in your data center, in a private cloud, or with a European host. Access is role-based, every read is logged, and in the self-hosted variants nothing has to leave your boundary.

Compliance & BetriebsratHow are GDPR and the EU AI Act handled?

Data residency, role-based access, human-in-the-loop approval and the audit log are part of the architecture, not the fine print - built so Legal, Security and works-council review can sign off before go-live.

Migration & setupDo we have to replace our current CRM on day one?

Margince starts alongside your existing CRM - on top of HubSpot first, with Salesforce and Dynamics adapters following - and proves its worth before you migrate. Full replacement is an option later, never the entry condition.

Pricing & licensingWhat does it cost?

Unlimited read seats are free. Acting seats - create, send, advance, approve - are €25 per month above the free 10. No charge per contact, no meter on AI usage: the AI runs on your own model and your own contract. Enterprise (100+ seats): talk to us.

For partnersWhat does the partner model look like?

100% client ownership and 100% of services revenue stays with you - Gradion builds and maintains the secure core and never competes for your client. A flat 20% license margin on top of your services, with 90-day exclusive deal registration.

See all questions

10 — Built by

Margince is developed by Gradion.

Visit gradion.com →
~250

Engineers in AI, security & complex platforms

€9bn

Revenue runs through Gradion-built systems

ISO 27001

Independently audited engineering ISMS

Independent

No external investors. No exit pressure.