AI-powered CRM that captures conversations, automates data entry and surfaces insights via chat.
Introducing CRM AI
Imagine a CRM that works for you, not the other way around. CRM AI unlocks your AI Sales Assistant that automatically extracts meeting outcomes, updates records, and surfaces opportunities, so your team can focus on selling instead of digging for info or doing the updates themselves.
Out of the box, AI Sales Assistant helps you:
- Automate CRM updates based on meeting and sales-activity data, eliminating manual data entry.
- Chat with your CRM to quickly find answers on contacts, accounts and opportunities.
Meet your AI Sales Assistant
Say goodbye to manual data entry. CRM AI automatically updates contact and company opportunity records based on meeting recordings and sales activities, so you and your reps can focus on selling instead of note-taking.
Get a CRM that updates itself
Record and analyze every sales conversation. Built-in meeting recording captures conversation, provides summaries and action items so you follow up faster and win more customers.
Turn sales calls into actions and insights
Get you and your reps up to speed faster with Sales Coaching at every meeting. Scores reps on their interaction, and surfaces opportunities for improvement so your entire team can perform like your top rep.
Turn your team into rockstar sellers
VStop digging through data. Ask the AI Sales Assistant and instantly get the answers you are looking for. Chat with your CRM to understand “What happened in my last meeting with Joe?”
Stay on top of every opportunity
Stop settling for workarounds. Use Custom Objects to track the unique data that turns your business into scalable growth.
Customize your CRM your way
Connect CRM AI to tools your business runs on
CRM AI integrates with the tools you already use to create a seamless sales workflow, including Google Meet, Microsoft Teams, QuickBooks, Kixie, Shopify, Monday.com, Jobber, and ServiceTitan.
CRM AI Features overview
Automated CRM updates
Automatically reply to and log new sales activities.
Chat with CRM data
Ask questions on your sales pipeline and get instant insights.
Conversation Intelligence
Record meetings in the CRM with summaries and action items.
Sales Coaching
Get AI insights and scoring on every call to improve performance.
Meeting Scheduling
Schedule meetings without the back and forth.
Lead Management
Capture leads directly from your website via web forms.
Visual Sales Pipeline
Track and manage opportunities with ease.
Custom Objects
Create specialized record types and fields for your specific industry.
Automation Workflow
Central Activity Feed
Tasks
Reporting
AI Sales Assistant Walkthrough Video
CRM AI
Save with BUNDLING
- Contacts, Companies
- Opportunities
- Visual Pipeline
- Forms
- Smart Lists
- Meeting Scheduler
Free
Core CRM is included with access to our Business Centre App*
*Access requires at least one paid service or software subscription.
- Custom Objects
- AI Assistant
- Auto CRM updates
- Chat with CRM data
- Plus Everything in Free
Standard
Great for businesses with 1-2 salespeople who don’t need Conversation Intelligence.
- Conversations Intelligence
- Meeting Recording
- Summary, action items
- Sales Coaching
- Conversation Scoring
- Coachable moments
- Sales Frameworks
Plus everything in Standard
Pro
Great for businesses that want Conversation Intelligence.
| Features | Standard | Pro |
|---|---|---|
| Manage customer profiles | ✓ | ✓ |
| Manage company profiles, associate contacts, opportunities | ✓ | ✓ |
| Track and manage opportunities in a pipeline | ✓ | ✓ |
| Capture leads in CRM with web forms | ✓ | ✓ |
| Segment contacts with static or smart lists | ✓ | ✓ |
| Create custom objects and fields for your industry | ✓ | ✓ |
| View all interactions and activities in one place | ✓ | ✓ |
| Create, assign and track tasks | ✓ | ✓ |
| Schedule meetings and book appointments | ✓ | ✓ |
| Chat with your CRM for instant answers | ✓ | ✓ |
| Auto update CRM based on meetings and sales activities | ✓ | ✓ |
| Meeting recording, transcription, summaries in CRM | - | ✓* |
| Conversation intelligence, meeting topics and action items | - | ✓ |
| Sales coaching, sentiment, conversation scores | - | ✓ |
| Coachable moments, pain points, opportunities | - | ✓ |
| Scoring on sales methodologies | - | ✓ |
*750 minutes/month. $0.04/minute overage rate
CRM AI
AI-Powered Customer Relationship Management Software
Take the next step with CRM AI
Ready to see how an AI-powered CRM can transform your sales process? Schedule a demo to see how CRM AI can turn every conversation into predictable revenue.
ASK US ABOUT BuNDLED SOFTWARE OPTIONS
Manage the entire selling journey on one platform.
CRM AI isn’t just to help you manage customer details and opportunities. By capturing all your calls and sales activities, you provide the necessary context for other AI workforces to take over manual work.
Manage sales in one place. Unlock AI-powered growth.
Capture leads and book appointments with an AI Receptionist
Connect CRM AI with an AI Receptionist to capture leads, answer queries, and schedule meetings 24/7.
Build Custom AI Employees for your business needs
Enable AI to take on tasks like Project Manager, Job Estimator, and Payment Coordinator.
Ask us how you can save when you bundle our web apps.
