CRM AI
The CRM That Works for You, Not the Other Way Around.
Grow sales with an AI-powered CRM that captures conversations, automates data entry, and surfaces insights instantly via chat.
- Self-updating CRM
- AI Sales Assistant included
- No manual data entry
- All plans include chat with your data
The Problem
Your Sales Data Is Everywhere — and Nowhere.
Most businesses are already losing deals before they realize it.
Problem 01
Manual data entry eats your team's time
After every call, someone has to log it. That's time your reps could spend closing — not note-taking.
Problem 02
Inconsistent follow-up kills deals
57% of sales professionals cite inconsistent follow-up as their primary challenge. Deals fall through the cracks when context lives in someone's head.
Problem 03
Finding answers takes too long
What happened in your last call with a prospect? Digging through notes, inboxes, and spreadsheets wastes time you don't have.
How CRM AI Works
Four Things That Change How Your Team Sells.
Get a CRM that updates itself
CRM AI automatically updates contact, company, and opportunity records based on your meetings and sales activities. No more manual logging after every call.
- Records update automatically after every meeting and sales call
- Contact, company, and opportunity data stays current without manual input
- Your reps spend their time selling, not logging
Turn sales calls into actions
Built-in meeting recording captures every conversation, generates summaries, and lists follow-up action items so nothing slips through.
- Every call is recorded, transcribed, and summarized automatically
- Action items are pulled out and logged so nothing gets missed
- Follow up faster with full context already in your CRM
Turn your team into top performers
Automated sales coaching scores every interaction and surfaces opportunities for improvement — so your whole team performs like your best rep.
- Every interaction is scored against proven methodologies like BANT and MEDDPICC
- Coaching insights surface after each call so reps improve continuously
- Managers get visibility into every conversation without sitting in on calls
Stay on top of every opportunity
Just ask your AI Sales Assistant. Get instant answers about your pipeline, recent meetings, at-risk deals, or even help drafting a proposal — no digging required.
- Ask your AI Sales Assistant anything about your pipeline in plain language
- Instantly surface at-risk deals, overdue follow-ups, and open opportunities
- Get help drafting proposals, follow-up emails, and next steps on demand
Everything Included
One Platform. Every Tool Your Sales Team Needs.
CRM AI gives you the complete sales stack — from pipeline management to AI-powered coaching — in one place.
🔄 Automated CRM Updates
Records update automatically based on meetings and sales activities. Zero manual entry.
💬 Chat with CRM Data
Ask questions about your pipeline in plain language and get instant, accurate answers.
🎙️ Conversation Intelligence
Record meetings with summaries, topics, and action items captured automatically. (Pro)
🏆 Sales Coaching
AI scores every interaction against BANT, MEDDPICC, and Sandler — so every rep improves. (Pro)
📊 Visual Sales Pipelines
Track and manage every opportunity with clean, visual pipelines that keep nothing hidden.
🗂️ Custom Objects
Track the data that matters to your industry — properties, equipment, vehicles, or anything else.
📋 Lead Management
Capture leads directly from your website with web forms that flow straight into your CRM.
📅 Meeting Scheduling
Let prospects book meetings directly — no back-and-forth emails or scheduling friction.
Editions & Pricing
AI Sales Assistant: Automate CRM updates and chat with your data
- Manage customer and company profiles
- Track opportunities with visual pipelines
- Capture leads with web forms
- Create custom objects for your industry
- Shared timeline of all sales activities
- Create, assign, and track tasks
- Schedule meetings and appointments
- Chat with your CRM for instant answers
- Auto-update CRM based on meetings and activities
Meeting recording, conversation intelligence, and sales coaching
- Everything in Standard, plus:
- Meeting recording, transcription, and summaries
- Conversation intelligence, meeting topics, and action items
- Sales coaching and meeting sentiment scores
- Pain points and opportunity surfacing
- Scoring on BANT, MEDDPICC, and Sandler
- 750 meeting recording minutes per month
- Unlimited recording through mid-2026
Ready to Get Started?
Stop Managing Your CRM. Let It Manage Itself.
Your team should be selling, not logging. CRM AI handles the busywork so you can focus on closing. Tell us a little about your business and we'll be in touch to get you up and running.