A CRM That Updates Itself. An AI Assistant That Helps You Sell.
CRM AI keeps your contacts, deals, and notes up to date automatically. Ask it questions about your pipeline in plain English. Let it record and analyze your sales calls. Grow revenue without adding headcount.
500+ Businesses Served | 8+ Years in Business | 50+ Five-Star Reviews
Your Sales Data, Organized and Working for You
CRM AI turns your customer data into a living, breathing sales engine. It updates contact records, deal notes, and follow-up tasks after every interaction — automatically.
Your AI Sales Assistant sits inside your CRM and answers any question you ask about your pipeline. Which deals need attention? What happened in last week’s meetings? Who should I follow up with today? Just ask.
It also records and transcribes your virtual sales meetings, scores your conversations, and highlights exactly where you can improve. It’s like having a sales manager who listens to every call.
A Smarter Way to Manage Leads, Deals, and Customers
Self-Updating CRM
After every meeting, call, or email, CRM AI updates your contact records, deal notes, and next steps automatically. Data entry handles itself.
Chat with Your Pipeline
Ask questions in plain English: “Which deals are at risk?” “What happened in the Acme meeting?” “Who haven’t I followed up with?” Get instant answers.
Visual Sales Pipelines
See every deal at every stage on a drag-and-drop board. Track deal value, close dates, and health scores. Know exactly where each opportunity stands.
Meeting Recording & Transcription
Record your virtual sales meetings. AI transcribes them, writes the summary, and creates action items — all saved directly to the contact record.
Sales Coaching
AI scores your sales conversations on sentiment, technique, and engagement. It highlights coachable moments and shows you exactly where to sharpen your approach.
Unlimited Seats
Add your entire team without watching costs climb. CRM AI is priced per organization, not per user. Everyone gets access, no exceptions.
Your AI Sales Assistant — The Team Member Who Never Forgets
“Your AI Sales Assistant turns your CRM from a static database into an active selling tool. It listens, logs, and learns from every interaction so your pipeline always reflects reality.”
- Auto-updates contact, company, and deal records after every activity
- Answers questions about your pipeline in plain English
- Transcribes and summarizes virtual sales meetings automatically
- Generates follow-up tasks directly from meeting outcomes
- Scores conversations on sentiment, patience, and technique
- Provides specific, actionable coaching feedback after each call
- Supports BANT, MEDDPICC, and Sandler sales frameworks
- Integrates natively with Google Meet and Microsoft Teams (Zoom coming soon)
Grow Revenue Without Growing Your Headcount
CRM AI gives your team superpowers — better data, faster follow-up, and an AI coach available after every single conversation.
- Zero manual data entry — your CRM updates after every call and meeting
- Ask any question about your deals in plain English and get instant answers
- Meeting recordings, transcripts, and action items saved automatically
- Sales coaching scores every conversation so your team keeps improving
- No per-seat pricing — your whole team is included
- Connects to Google Meet, Microsoft Teams, QuickBooks, Shopify, and more
