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Built for field reps and call center agents alike: plan routes, prepare visits and calls with AI, record results in 2 minutes. Not another generic CRM — one designed for how your team actually sells.
Not vaporware. Not a generic chatbot. These are production AI features that your sales team uses every day.
AI reads every interaction with a client and generates a complete briefing: sentiment analysis, sales trends, and recommended next actions. In 10 seconds, not 20 minutes.
Chat with your data in natural language. Ask 'Which clients haven't ordered in 3 months?' and get instant answers. It can also draft emails, generate reports, and create files for you.
AI auto-generates a briefing from client scoring, purchase history, and behavioral patterns — whether it's a field visit or a call center outreach. Your team always knows exactly what to propose.
Schedule autonomous AI agents that run daily, weekly, or monthly. They analyze your data, detect anomalies, and surface opportunities without anyone asking.
Aircall calls are automatically transcribed and analyzed: sentiment, key topics, action items, and follow-up tasks. No rep forgets what was discussed.
ML-powered alerts tell your field reps and call center agents which products the client should restock, what to cross-sell, and which products they've stopped buying — before every visit or call.
18+ MCP tools let you query your CRM from any AI assistant. Per-rep data isolation, OAuth security, and full read access to accounts, sales, activities, and more.
Upload product catalogs, training materials, promotions, and procedures. The AI learns your business and answers from your own documentation — not generic internet results.
Every AI capability, from real-time summaries to autonomous agents that work while you sleep.
Analyzes 12+ months of customer data to generate comprehensive executive summaries with trends, opportunities, and strategy recommendations.
Multi-turn conversational AI with full CRM tool access. Queries data, generates reports, drafts emails — all through natural language.
Automatically prepares pre-interaction briefings for both in-person client visits and call center calls — analyzing account history, purchase patterns, objectives, and competitive landscape.
Aircall integration with AI-powered transcription, sentiment analysis, topic extraction, and action item generation — for both field rep calls and call center interactions.
ML-powered engine suggesting replenishment alerts, cross-sell opportunities, and purchase pattern insights based on similar clients.
Admin-defined scheduled agents that run autonomously — querying data, sending emails, generating reports on cron schedules.
Knowledge base with semantic search across uploaded documents — product specs, training materials, competitive comparisons.
Comprehensive monitoring of API calls, token consumption, and cost estimates per user, per feature, per day.
AI-powered product family analysis, client profile scoring, purchase pattern assessment, and market positioning insights.
Admin screens to customize AI behavior — summary tone, chat system prompts, visit report preparation rules, and competitive arguments.
Automatically searches RAG collections for competitive comparisons and generates positioning arguments against rival brands.
Select a scenario to see exactly where AI enhances the traditional CRM workflow.
Choose an account from your portfolio and schedule a visit. The CRM creates a visit report and adds it to your calendar automatically.
Unpaid invoices, active promotions, and pending commercial actions are pulled together automatically — so nothing gets missed.
AI reviews the client's full history — purchases, trends, lost products, similar clients — and builds a complete pre-visit briefing in seconds.
AI gives you talking points, product recommendations, competitive arguments, and a tailored strategy for this specific client.
The system flags products the client usually buys but hasn't ordered recently, cross-sell opportunities from similar clients, and seasonal trends.
Your rep walks into the meeting fully prepared. Afterward, they log the results in a few taps — what was discussed, what was sold, how effective the visit was.
Each visit enriches the client's profile. Future AI briefings and recommendations improve automatically over time.
How AI transforms the daily workflow for field sales reps and call center agents.
How data moves from CRM actions through AI processing and back into actionable insights.
Every CRM feature, with AI-enhanced ones highlighted.
Every B2B CRM we create includes these core capabilities, customized to your needs.
AI analyzes the client's purchase history, detects products they should restock, identifies cross-selling opportunities, and generates a summary with recommendations. In 2 minutes your rep knows exactly what to propose.
Plan the route, prepare the visit with AI recommendations, enter the client, record the result. A workflow designed for how your reps work in the field, not for someone behind a desk.
Billing from the last 3 years, recent activities, unpaid invoices, purchased products, sales targets. Your rep opens the client file and has the complete picture without switching screens or searching another system.
Calls with Aircall logged automatically, documents in Google Drive accessible from the client file, billing data imported from your ERP. One place for everything.
KPIs per rep with daily and weekly breakdown. YTD sales comparisons over 3 years. Cohort analysis that cross-references who bought at any level of your product hierarchy but didn't buy another across different time periods. Plus a self-service report builder where anyone can create custom reports by dragging and dropping fields.
Predictable monthly SaaS pricing. Hire a new rep? Let's talk. Grow from 10 to 50 users? Your plan adjusts. And after 3 years, you have the option to buy the software outright. Your app, your data, your future—with a real exit, when you decide.
Track overdue invoices with days outstanding, aging brackets, and collaborative comments. Your rep sees the payment status before walking in, and the whole team can coordinate follow-ups in one place.
Upload your product catalogs, procedures, and training materials. The AI learns your business through RAG technology and answers questions using your own documentation—not generic internet results.
Every field change is tracked automatically: who made it, when, and the before/after values. Run compliance reports, investigate discrepancies, and maintain a complete history of every record.
Client complaints, product issues, and service requests tracked inside the same system your reps already use. No separate helpdesk tool, no context switching, no lost tickets.
From idea to deployment in weeks, not months.
We sit down with your sales director, your reps, and your admin team. We map the sales process, the data you use, and what you're missing.
We show you a working version adapted to your workflows. We adjust it together until it fits perfectly. No generic templates.
We migrate your clients, contacts, sales history. We configure automation workflows, reports, and integrations.
Hands-on training with your team. Direct support for the first weeks. From there, your CRM runs on a monthly SaaS plan. And after 3 years, you have the option to buy the software outright.
AI isn't just a feature in our CRMs—it's how we build them. This means we can deliver enterprise-quality software faster and at a fraction of traditional development costs.
Let's talk about your business and design a CRM that works exactly the way you need it to.