For agencies, 10–50 people
Your whole business,
in one tool that reasons.
Most agencies run on ten SaaS tools that don't talk to each other. CCD Suite is one tool that does. CRM, projects, finance, HR, content, SEO, and more — all native, all reasoning over a shared knowledge graph. Ask questions nobody else's stack can answer.
9 modules · 14 AI agents · one knowledge graph · your data, your hardware
Which clients haven't I contacted in 30 days but still have open projects?
Nine native modules · one knowledge graph
02 · How it works
Three steps. No tab tour.
Most tools make you go find the answer. CCD pulls your whole business into one connected graph, then lets the agents reason across it — so you ask in plain English and get an answer with its working shown, in seconds.
Move your business in.
Import contacts, deals, projects, tasks, invoices, and team data from HubSpot, QuickBooks, Asana, and Google Workspace — whatever you run now. CCD becomes the source of truth from day one, not another tab layered on top.
Importers map every tool into one typed knowledge graph.
Ask the question that crosses modules.
“Which of my late invoices are on stalled projects?” “Who’s overloaded this month?” The orchestrator routes to the right team-lead agents, which traverse the graph across CRM, projects, and finance in a single pass — no SQL, no tab tour.
14 agents · multi-hop traversal · an answer with evidence.
Act — with you still in control.
Accept a drafted email. Flag a deal. Reassign a task. Every write pauses for your confirmation, and the action plan is hashed so nothing can change between the preview and your approval.
Human-in-the-loop · plan-hash integrity on every write.
The graph is the unit of intelligence — every contact, deal, task, and invoice is a node; every relationship an edge. See how the knowledge graph works →
03 · Who does the thinking
14 agents. One reasoning layer.
The agent stack is three tiers deep. Simple lookups route to cheap fast models. Complex reasoning escalates. You pay for the depth you use.
DeepSeek · Gemini 2.5 Pro · Claude Sonnet 4 · routed per query
- Orchestrator
- Reads the question, picks the path, coordinates the work.
- Team leads
- Eight of them. CRM, Projects, Finance, HR, Content, SEO, Social, Portal. Each owns a domain.
- Specialists
- Narrow experts called in when a team lead needs depth — budget reconciliation, contract review, pipeline scoring.
04 · The layer underneath
One graph. All nine modules.
Every contact, deal, task, invoice, and employee becomes a node. Every relationship becomes an edge. The agents search and traverse the graph to answer questions that would take you twenty minutes of tab-switching.
The graph is Postgres + pgvector. Auto-sync triggers keep it current on every write. Semantic search finds entities by meaning; traversal finds the relationships between them.
05 · Bring your data
Move in once. Own your data.
CCD Suite is your operational stack — CRM, projects, finance, HR, and the rest. That means migration, not sync-forever. We pull your existing data in so the graph has something to reason over. A handful of things legitimately live outside — email, calendar, Slack — so we wire those in live.
Data importers
one-time migration- HubSpotCRMLive
- SalesforceCRMLive
- QuickBooksFinanceLive
- StripeFinanceLive
- XeroFinanceQueued
- AsanaProjectsLive
- Monday.comProjectsQueued
- BambooHRHRQueued
- CSV · Google SheetsUniversalLive
Live connections
ongoing wiring- Google WorkspaceEmail / calendar / drive
- Microsoft 365Email / calendar / files
- SlackNotifications + agent replies
- StripePayment events
Don't see yours? Tell us what you need. New importers ship in days, not quarters.
Self-host
Your data,
your hardware.
One docker-compose, a free licence key, an LLM that runs on your laptop. No outbound API call for the agent unless you opt in. Your CRM, your projects, your finances — never leave your network.
- Bundled Llama 3.1 8B Instruct — runs on a 16 GB workstation.
- BYO key any time: swap to OpenAI or Anthropic with two env vars.
- Edit memory.md, skills/*.md, tasks.md by hand — the agent picks up your changes.
- Same migrations as cloud. Same agent. Same 9 modules.
Free licence key
Request your free key, drop it in .env, and run docker compose up — the full product on your hardware in minutes.
Free for one user · all 9 modules · bundled or BYO LLM.
Linux, macOS, WSL2. Single host or full cluster.
Zero outbound calls with the bundled model.
Llama 3.1 8B comfortably; 70B with more RAM.
Edit ~/.ccd/skills/*.md — agent picks it up.
Stop tab-touring your own business.
Ask it something instead.
Free to self-host · five design-partner slots left on cloud