AICRM surfaces the customers, follow-ups, signals and tasks that need your attention, gives you the context, and helps you take the next action.
It tells you what matters. You tell it what to do.
Every dashboard load computes a live brief: follow-ups due, emails still waiting on a reply, open tasks, new signals, recent contact activity, known contacts back on your site, and customers who have gone quiet. It's also emailed to you at 7am on weekdays, in your timezone, whenever there's something to act on. Monday gets a three-day lookback so the weekend doesn't get lost.
A rate-limited enrichment pass finds company news and job title changes for your contacts, roughly 100 contacts a week, not a scraper running unbounded in the background. Every signal is auto-tiered Hot, Warm, or Monitor, and the ones that matter come with a drafted outreach message, not just the raw headline. New signals log straight to the contact's timeline and can be turned into a segment.
Describe who you want to reach, or start from a company already visiting your site. Lead Finder searches public LinkedIn profiles, checks each one against your ideal customer, and gives you a short list to approve or reject. Nothing is added to your contacts until you say so, and each run is capped at 10 candidates.
Every contact gets a task list right in their record, created by hand or by voice, each with a due date and status. No context-switching to a project tool to remember who to follow up with.
A single unified contact table backs every surface: voice, forms, imports, and manual edits all write to the same place. Segments are built on lead score, lifecycle stage, status, industry, source, or inactivity, and combine cleanly instead of forcing a choice between one filter type or another.
Score contacts against rules you define, in Settings, no code: job title, industry, company size, location, lead source, recency, email opens, site visits. The score recalculates the moment one of those events happens, not on a schedule. A manual adjustment always sits on top with a reason attached, so a rep's judgment call never gets silently overwritten by the next recalculation.
Built on real-time voice with server-side tool calls, not a scripted intent classifier. It creates and updates contacts, logs calls and meetings, assigns owners, builds and edits segments, manages tasks, schedules calendar events, drafts and sends one-off emails, drafts campaigns, and builds automation workflows, every mutation restated and confirmed before it runs.
This list is generated from the agent's own tool set, so it can't fall out of date with what's actually live.
Email campaigns with A/B testing, always aimed at a real, inspectable segment, including the ones the voice agent drafts. Automation (v1) triggers a campaign the moment a contact enters a segment, so nurture sequences run without you watching them.
Embeddable web forms tie every submission to a visitor's full browsing history, first-touch source included. Prospects reverse-identifies the companies behind anonymous traffic on your site, so you can see who's circling before they ever fill out a form.
Each teammate gets a token-based public booking page. No shared calendar link, no double-booking. The in-app calendar shows an agenda, not a bare grid: meetings, campaign sends, and automation runs, side by side.
CSV import with automatic field-mapping handles exports from other CRMs and plain spreadsheets without renaming columns first. Rows that fail are reported individually, so one bad row doesn't sink the whole batch.
Traffic by source, top pages, device breakdown, contact growth, and AI-surfaced insights, computed from your actual data, not sample charts that never change.
Every organization's data is scoped at the storage layer. The same guarantee applies whether a request comes from the UI, the voice agent, or an automated job. No shared database rows, no "trust the frontend to filter it" shortcuts.
7-day free trial, no charge until it ends.