Custom AI CRMs
AI-powered CRM workflows that cut the busywork and get your team to action faster.
- 6h saved per rep each week
- 92% field completeness
- 3x faster handover
Everything a revenue team needs, nothing it has to babysit
Auto-captured notes
Calls, emails and meetings summarised onto the record without anyone typing them up.
Next-best-action
Every record carries a suggested next step, ranked by likely impact on the deal.
Fits your pipeline
Adapts to the stages and fields you already use instead of forcing a new process.
Duplicate defence
Near-duplicate contacts and companies are merged before they pollute reporting.
Pipeline hygiene
Stale deals surface automatically with the context needed to revive or close them.
Audit trail
Every AI-written field is attributed and reversible, so the record stays trustworthy.
The record writes itself
Calls, email threads and meeting notes are summarised straight onto the opportunity, with the source linked so anyone can check the original.
- Works with your existing call recording
- Source-linked, never a black box
- Reps correct once, the model learns
A ranked next step on every deal
Instead of a dashboard nobody opens, each record carries one concrete suggestion: who to contact, about what, and why now.
- Ranked by likely revenue impact
- Explains the reasoning behind each suggestion
Stale deals stop hiding
Opportunities that have gone quiet surface with their full history attached, so managers can revive or close them instead of discovering them at quarter end.
Tech stack & integrations
Not sure where an AI CRM fits your team?
Answer a few quick questions. A senior engineer reads them personally and comes back with a concrete first step. Book a call at the end if it is a fit.
Find out in 20 secondsFAQs
Does this replace Salesforce or HubSpot?
No. It sits on top of the CRM you already run, writing into your existing objects and fields. Nothing has to be migrated to get value.
Where does the AI-written data come from?
Calls, email threads and meeting notes your team already produces. Every generated field links back to the source so a rep can check it in one click.
Can reps correct what the AI writes?
Yes, and they should. Every AI-written field is editable and reversible, and corrections are used to tune the prompts for the next batch.
How long does a pilot take?
Six weeks: two to connect sources and map your pipeline, two to tune against real deals, two to roll out to the wider team.
What happens to our data?
It stays in your CRM and our processing layer inside your chosen region. We do not train shared models on customer data.