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.

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Your CRM Is Only as Good as the Data Inside It

Most CRMs are graveyards. You buy the software, enter data for a few weeks, then stop. Notes go in your head. Deals go in spreadsheets. Follow-ups get forgotten.

57% of sales pros say inconsistent follow-up is their biggest challenge. 68% of sales data is scattered across inboxes, spreadsheets, and sticky notes.

The problem isn’t the CRM. It’s the data entry.

A CRM That Works for You

AI Updates Your CRM Automatically

After every meeting, call, or email, your CRM updates itself. Contact records, deal notes, and next steps are logged without you lifting a finger.

Chat with Your Data

Ask your CRM questions like you’d ask an employee. “Which deals are at risk?” “What happened in the Acme meeting?” “Who haven’t I followed up with this week?” Get answers instantly.

Visual Sales Pipelines

See every deal at every stage. Drag and drop to move deals forward. Track deal value, close dates, and health scores at a glance.

Conversation Intelligence

Record your virtual sales meetings. AI transcribes them, writes the summary, and creates action items. Everything gets saved to the contact record automatically.

Sales Coaching

AI scores your sales calls on patience, engagement, and technique. It highlights coachable moments and shows you exactly where to improve. Think of it as a sales manager that listens to every call.

Unlimited Seats

No per-user pricing. Add your whole team without watching the bill go up.

Your AI Sales Assistant:
Like Hiring an Employee Who Never Forgets

 

Your AI Sales Assistant listens to every meeting, updates every record, and answers any question about your pipeline. It turns your CRM from a database into a sales engine.

  • Auto-updates contacts, companies, and deals after every activity
  • Answers questions about your data in plain English
  • Transcribes and summarizes meetings automatically
  • Scores conversations and highlights areas to improve
  • Creates follow-up tasks from meeting outcomes
  • Works with Google Meet and Microsoft Teams (Zoom coming soon)

Connects to the Tools You Already Use

 

Google Meet, Microsoft Teams, QuickBooks, Shopify, Jobber, ServiceTitan, Dentrix, HubSpot, Mailchimp, Zapier, and more.

Included in Our Lead Management and Communication Packages

CRM AI is part of our solution packages designed for businesses like yours.