Lightfield

What Lightfield does

Lightfield (legal entity Magical Tome, Inc., d/b/a Lightfield) is an AI-native CRM company founded by Keith Peiris and Henri Liriani, both former Meta and Facebook Messenger executives who previously scaled the viral presentation app Tome to 20 million users before pivoting to the CRM. The platform is built on a proprietary "world model" architecture that automatically captures every customer interaction (emails, calendar events, meeting transcripts, notes) and stores them as chronological narrative "stories" about people and relationships, deliberately avoiding rigid knowledge graphs so that large language models can reason over customer context with chronology, attribution, causality, and state preserved. The product surface is composed of integrated modules including Data Capture, Meeting Recorder, Sales Assistant chat agent, Pipeline Generation, Skills and Knowledge, Custom Objects, Automations, a Workflow Builder with webhook triggers, and a public REST API plus an MCP server with connectors to Granola, Notion, and Linear.

Lightfield generates revenue through per-seat monthly or annual subscriptions billed via Stripe, with a self-serve free trial and a "Book a demo" inside-sales motion. The customer base is concentrated in high-growth startups (including 100+ Y Combinator-backed companies) and day-zero founders, with 3,000+ companies signed within six months of the November 2025 general availability. The company has achieved SOC 2 Type II and HIPAA compliance, with ISO 27001 in progress, supports multiple frontier LLMs (Claude Opus 4.7, Gemini 3 Pro, GPT 5.1), and reports 99.90% application uptime across March-June 2026. There are no disclosed funding rounds, parent companies, or acquisitions in the source material, and the entity is incorporated in Delaware with operational headquarters in San Francisco.

Name

Lightfield

Legal name

Magical Tome, Inc.

Website

https://lightfield.app

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

Lightfield is an AI-native CRM that auto-captures and structures customer interactions (emails, meetings, notes) for high-growth startups and day-zero founders. Built on a story-based world model, it eliminates manual data entry via agentic Skills, signing 3,000+ companies within six months of its November 2025 launch.

Ownership category

akta.pro rank

Product category

AI-Native CRM Software

akta.pro primary industry

Field Service CRM (Dispatch, Scheduling & Mobile Service) (HDAEAFAL)

Keywords

• AI-native CRM
• Sales automation platform
• Customer relationship management
• Pipeline generation agents
• AI meeting recorder

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Infrastructure, Personnel, Marketing or Sales, Operations

Revenue model

1. Per-seat subscription: Recurring monthly or annual per-Authorized-User subscription fees, billed automatically via third-party payment processor (Stripe) until cancellation. Cancellation takes effect at the end of the then-current subscription period with no pro-rata refund. Taxes collected; 1.5% per month late charges on overdue amounts. Additional charges for add-on features and exceeding seat limitations.

Pricing tiers

Go-to-market motion4 records

Distribution channels6 records

Marketing channels6 records

Core offering

Lightfield is an AI-native CRM platform that automatically captures every customer interaction (emails, calendar events, meeting recordings, notes) and uses agentic AI to eliminate manual data entry. It offers pipeline generation agents, an AI sales assistant chat, an AI meeting recorder, natural-language Skills and Knowledge configuration, a visual Workflow Builder, and open integration via REST API and MCP server. It targets high-growth startups and includes a one-hour migration agent for companies switching from legacy CRMs such as HubSpot.

Product overview

Lightfield is a single AI-native CRM platform with several integrated modules and surfaces that work together around a "world model" of customer reality. At its foundation is automatic CRM data capture from email, calendar, and meetings (Data Capture), which feeds the Meeting Recorder that transcribes and summarizes calls and the Sales Assistant chat agent that lets users query and act on the full customer history. On top of this foundation sit Pipeline Generation (outbound prospecting agents that run on the CRM), Skills and Knowledge (repeatable agent workflows and structured company context), Workflow Builder (multi-step automations including webhook triggers, HTTP requests, and an agent step), and the Switch to Lightfield one-hour CRM Migration Agent for replacing legacy systems like HubSpot. The platform is also exposed to external systems via a REST API, webhooks, and an MCP server with connectors to Granola, Notion, and Linear.

Differentiator

Problem solved

Functional benefit

Products and services

• Pipeline Generation AI-powered outbound prospecting agents that run on the CRM and surface prioritized target accounts scored by fit, timing, and connection strength, producing per-recipient tailored outreach grounded in historical win patterns and live signals in the user's data. Intended for sales and GTM teams at growth-stage companies.
• Sales Assistant Natural-language chat agent that searches across calls, emails, notes, and structured records to answer questions with citations, draft personalized emails at scale, update pipeline in bulk, and revive stalled deals with tailored follow-ups. Targets individual sellers, founders, and revenue teams needing a single conversational interface over the full CRM history.
• Data Capture Automatic capture of every email, meeting, and customer conversation that links each interaction to the right Account, Contact, or Opportunity, surfacing Suggested Record Updates for human review and eliminating manual CRM data entry. Designed for sales, RevOps, and customer-facing teams that need complete customer context without administrative overhead.
• Meeting Recorder AI notetaker that joins Zoom, Google Meet, and Microsoft Teams meetings to capture recordings, generate speaker-attributed transcripts, produce meeting prep briefs and summaries, and extract action items and tasks. Built for revenue, customer success, and product teams that need reliable meeting documentation.
• One-Hour CRM Migration Agent Automated migration agent that transfers CRM records, including contacts, deals, custom fields, and cross-record relationships, from HubSpot and other legacy platforms into Lightfield within an hour by processing CSV exports and mapping fields conversationally. Targets startups and growth-stage companies looking to leave HubSpot without engaging consultants.
• Lightfield REST API Public REST API supporting email sending and inbox retrieval, record creation, updates, deletion, and filtering across Accounts, Contacts, Opportunities, Tasks, Notes, and meetings, with webhooks via the Workflow Builder. Designed for developers and partner systems integrating Lightfield's data model into other applications.
• Lightfield MCP Server Model Context Protocol server exposing Lightfield data and tools to MCP-compatible clients, including first-party connectors to Granola, Notion, and Linear, so external AI agents can act on a workspace's CRM context. Targets developers and enterprises running multi-agent AI workflows across tools.

Quantifiable outcome

• Tasks that previously took early-stage sales reps an hour or two every day now happen in minutes, sometimes seconds
• +4 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability13 records

Feature10 records

Partnerships

Ten partnerships are on record, tiered core and minor.

• ExacoreTechnology or IntegrationExa provides web search capabilities that power Lightfield's account auto-enrichment engine, enabling AI-filled custom fields to be answered from public web data. This drives the November 2025 'Enrichment overhaul' release with accuracy and coverage improvements.
• GranolacoreTechnology or IntegrationGranola is one of three initial MCP connector partners (alongside Notion and Linear) launched February 6, 2026. Lightfield workflows can use the Granola MCP connector to pull transcript summaries from Granola into Lightfield meeting records.
• NotioncoreTechnology or IntegrationNotion is one of three initial MCP connector partners (alongside Granola and Linear) launched February 6, 2026, allowing bidirectional agent-driven access between Notion workspaces and Lightfield CRM data.
• LinearcoreTechnology or IntegrationLinear is one of three initial MCP connector partners (alongside Granola and Notion) launched February 6, 2026, integrating Linear project data into Lightfield workflows and agent chat.
• Google (Gmail / Google Workspace)coreTechnology or IntegrationNative integration with Gmail and Google Workspace for email and calendar sync, forming the core data ingestion path for the auto-assembling CRM. Multiple mail and calendar accounts can be connected per workspace.
• Microsoft (Outlook / Office 365)coreTechnology or IntegrationNative integration with Microsoft Outlook email, calendar, and Teams (recording) launched December 19, 2025, with send-from-Outlook added January 2, 2026 and calendar availability for agent scheduling added December 26, 2025. Supports startups on the Microsoft suite.
• Apple (App Store)minorOEM/ Whitelabel/ Licensing PartnerLightfield distributes its iOS app through the Apple App Store under standard Apple terms (Section 6(b) of the Terms of Service), with Apple as a third-party beneficiary of the Terms.
• StripecoreTechnology or IntegrationStripe acts as Lightfield's third-party payment processor for subscription billing. Lightfield does not directly collect or store payment card information; all Transactions are processed through Stripe.
• AWS (Amazon Web Services)coreTechnology or IntegrationAWS is used as Lightfield's hosting provider, referenced explicitly in the Terms of Service subcontracting clause alongside Stripe as a third-party vendor. Underpins the application's 99.90% uptime over Mar–Jun 2026.
• HubSpotminorOthersHubSpot is positioned as Lightfield's primary migration source and direct competitor rather than a commercial partner. Lightfield's one-hour migration agent ingests HubSpot CSV exports and the company actively targets startups looking to leave HubSpot amid its tightening of third-party data access. Listed as 'Others' because the relationship is competitive/displacement rather than partnership.

Scale indicators10 records

Recent moves6 records

Expansion highlights7 records

Emerging players

• Clarify: Clarify is an emerging AI-native CRM platform featured alongside Lightfield in 2026 AI-native CRM rankings, focused on automated CRM workflows and relationship intelligence for revenue teams.
• Folk: Folk is an emerging lightweight CRM designed for relationship management at small teams and startups, competing in the same low-friction, modern-CRM category as Lightfield.
• Reevo: Reevo is an emerging AI-native CRM and revenue platform that published a 2026 guide listing itself and Lightfield (alongside Clarify, Attio, and Aurasell) as the top five AI-native CRM platforms, indicating direct category competition.
• Aurasell: Aurasell is an emerging AI-native CRM that ranked alongside Lightfield in 2026 top-five AI-native CRM guides and at SaaStr AI 2026, competing for the same startup and SMB customer segment.

Broad incumbents

• HubSpot: HubSpot is the dominant SMB and mid-market CRM platform that Lightfield explicitly targets for displacement via its one-hour migration agent, making HubSpot the primary incumbent competitor and reference point in Lightfield's positioning.
• Salesforce: Salesforce is the largest enterprise CRM incumbent and the dominant force in the SaaStr AI 2026 sponsor leaderboard context; Lightfield's AI-native architecture is positioned as a fundamentally better alternative to Salesforce's bolted-on AI features (Einstein).
• Pipedrive: Pipedrive is an established SMB-focused CRM incumbent with AI-assisted sales features; it competes with Lightfield for startup and small-team CRM budgets and represents a comparable pipeline management alternative.
• Zoho CRM: Zoho CRM is a broad incumbent CRM platform with AI assistant features (Zia) and bundled business apps; it competes for the same startup and SMB CRM budgets as Lightfield, particularly on price-sensitive deals.

Direct peers

• Attio: Attio is a venture-backed AI-native CRM targeting startups and modern revenue teams with a flexible data model and AI-powered relationship intelligence, competing head-to-head with Lightfield in the AI-native CRM category.
• Copper: Copper is a CRM built natively on Google Workspace that, like Lightfield, emphasizes automatic capture of customer interactions from email and calendar and is a comparable AI-forward CRM targeting startup and SMB segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/lightfld
• LinkedInlinkedin.com/company/lightfld

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds4 records

Investors10 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lightfield