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Weekly · CRM · Week of November 9, 2026

CRMs are bundling agents into every plan and opening MCP doors for partners, while Salesforce buys its way into voice.

Generated 21h agoDrawn from 6 products

The week in crm

The lead is that agents are no longer an add-on. Wealthbox put 24 prebuilt agents on every plan at no extra charge, and Salesforce reported Agentforce Coworker usage growing 21x in three months to 185,000 users.

The second thread is how capability arrives: through acquisition at Salesforce and through partner MCP integrations at Wealthbox and Twenty.

Leaders

Wealthbox launched AI Agents on every plan, with 24 prebuilt agents and a way to build your own, and a Developer Portal where partners configure, test and submit MCP integrations for its AI Assistant. Holistiplan and Nitrogen are the first live examples.

Salesforce News announced agreements to acquire Cresta, which builds voice agents for contact centers, and Rune Technologies, which helps military logisticians forecast supply needs. Cresta puts voice next to the customer record and conversation.

Twenty shipped SDK 2.54, where apps declare MCP servers with defineMcpServer and attach records to inbox threads, with three breaking renames and removals. It also turned campaigns on for every workspace.

Close CRM let its Chloe assistant build donut and horizontal line charts from plain requests, pushing reporting into the assistant that went generally available in October.

Less Annoying CRM added pinned notes to the top of a contact record and shipped twelve user-requested features in one release. It is the low-AI counterpoint to the week.

Wildcards

Twenty shipped 2.55, which closed a window during workspace upgrades where every Admin and Member could see all AI chats rather than their own. A reminder that agent features create new privacy surfaces.

Themes that compounded

Watch this week

Wealthbox has not listed its 24 agents or any price, so expect detail to follow. The Twenty SDK breaking changes affect app builders, and the Cresta and Rune deals are agreements, not completed purchases.