CUSTOMER RELATIONSHIP MANAGEMENT SOFTWARE

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Unleash the Power of Every Customer Conversation

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Introducting CRM AI

AI-powered CRM that captures conversations, automates data entry and surfaces insights via chat.

Meet your AI Assistant

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.
Analytics dashboard with meeting notes, sales score 7/10, and sentiment score 9/10.
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Get a CRM that updates itself

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.

Turn sales calls into actions and insights

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.

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Turn your team into rockstar sellers

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.

Customize your CRM your way

Stop settling for workarounds. Use Custom Objects to track the unique data that turns your business into scalable growth.

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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.

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Your AI-Assistant working for you 24/7

CRM AI features overview

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Automated CRM updates

Automatically reply to and log new sales activities.

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Chat with CRM Data

Ask questions on your sales pipeline and get instant insights.

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Conversation Intelligence

Record meetings in the CRM with summaries and action items.

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Sales Coaching

Get AI insights and scoring on every call to improve performance.

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Meeting Scheduling

Schedule meetings without the back and forth.

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Lead Management

Capture leads directly from your website via web forms.

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Visual Sales Pipeline

Track and manage opportunities with ease.

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Custom Objects

Create specialized record types and fields for your specific industry.

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Automation Workflow

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Central Activity Feed

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Tasks

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Reporting

AI Assistant Walkthrough Video

3 PLANS TO CHOOSE FROM

All plans include access to our Business Centre App.

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Free

Core CRM is included with access to our Business Centre App*


  • Contacts, Companies
  • Opportunities
  • Visual Pipeline
  • Forms
  • Smart Lists
  • Meeting Scheduler


*Access requires at least one other paid service or software subscription.


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Standard

Great for businesses with 1-2 salespeople who don’t need Conversation Intelligence.


Custom Objects

AI Assistant

Auto CRM updates

Chat with CRM data



Plus everything in Free Plan


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Pro

Great for businesses that want Conversation Intelligence.


  • Conversations Intelligence
  • Meeting Recording
  • Summary, action items
  • Sales Coaching
  • Conversation Scoring
  • Coachable moments
  • Sales Frame
  • works


Plus Everything in Standard


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

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CRM AI

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.

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HIRE MORE AI-Assistants working for you 24/7

Manage sales in one place.  Unlock AI-powered growth.

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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.

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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.