One day, one CRM moved

2026-10-12

The next payment for my old email tool was close. I moved two brands to inviomail in one day, with an AI agent that works through MCP. Why the access route mattered more than the price.

A wooden box of colour-coded index cards labelled Photos, Letters, Recipes, Notes, Sketches and Archive, next to a worn cardboard box marked Old Storage and a moving-tasks checklist on a clipboard

The next payment for my old email tool was coming up. That was the push. I did not want to pay for another year of a tool I had already left in my head.

Moving a CRM is a lot. Two brands, many forms, automations, newsletters, contacts. I had put it off for that reason. But I had already tested the new provider with a customer of mine. It worked. So I stopped waiting.

The part I really love

The new tool is inviomail. It has an MCP connection. That means my agent can work in the account directly.

The agent creates emails. It builds flows and forms. It manages contacts and tags. It sends test mails and checks the result. Everything I used to click through by hand, I now describe in a sentence.

This is much faster than before. I do not click through menus any more. I say what I want, and I check what comes back.

A route that may not stay open

There is a second reason. My old provider may not offer this kind of access for a long time. I do not know. Maybe never.

I do not want to build my work on a tool that keeps the agent out. Agents will do more of the daily work. The tools that let them in will win my business.

One day

I gave the agent the move in parts. Tags first. Then the follow-up series, the signup forms with double opt-in, and two newsletter drafts. Last, the website: 63 pages share one form template, and the agent pointed them all to the new tool.

My rule was simple. The agent builds and tests. Anything that reaches real people waits for my yes. All test mails went to my own inbox.

At the end of the day, my contacts, tags and automations lived in the new tool. The setup was cleaner than the old one.

What I did not know was broken

The agent also found problems I had never looked for:

Some forms sent signups to no list at all.
One thank-you page still used the wording of the old tool.
An old popup stored an access key in plain text.
The signup interface did not accept extra fields. The agent proved it with a test, and I told the creator of the tool. He fixed it the same day. Then the agent adapted the small code between my website and the tool, and checked it with a real signup.

None of this was on my list. A move shows you every corner once.

Thank you, Ulrich Bittl

Ulrich Bittl built inviomail. He keeps improving it, and his team answers fast. I reported the missing field and had a fix the same day. That is rare. You find Ulrich on LinkedIn.

If you want to try inviomail, you can use my affiliate link. It costs you nothing extra. I get a small thank-you from the tool.

Your turn

Which tool do you keep, only because moving feels too big? Pick one real task. Describe the result you want. Ask the agent to tell you where it is unsure.

We practice exactly this in the AI Academy workshop. You bring one of your own tasks, and we work out how an agent can take it over. Live, on Saturday, 24 October 2026, three hours, 199 €.