Every chat, call, text, email, and appointment your AI agents handle lands in the CRM automatically. Your front desk runs on autopilot, and your pipeline stays current without anyone doing data entry.
The AI voice agent called this lead, sent the booking text, booked the estimate, and updated the opportunity. Each entry logged itself.
Most CRMs fall behind because updating them is manual work. This one stays current because the AI agents doing the work also keep the records.
AI agents answer every inquiry, screen out the tire-kickers, and book the engaged buyers. Those buyers show up in your CRM already organized.
Every conversation, appointment, and outcome logs itself to the right contact, company, and deal. Following up well takes minutes instead of admin hours.
Everything you'd expect from a good small business CRM is here, and your team doesn't have to type it in.
Clean records with phone, email, business, tags, and consent, linked to the companies they belong to.
Visual boards with customizable stages and win percentages, from new lead through won.
Calls, conversations, changes, notes, and tasks on one timeline per contact, logged automatically.
Keep working notes and to-dos on any contact, company, or opportunity, right beside the history.
Bring your existing contact list in with drag-and-drop import, field mapping, and validation.
Smart matching on phone and email keeps one record per person, with merge previews when duplicates slip in.
When an AI agent books an estimate, the appointment, the contact, and the opportunity are already connected. Your board reflects reality without anyone dragging cards around.
Customizable stages with win percentages, and appointments synced onto the deal as soon as they're booked.
Your AI agents and your CRM are one platform, so everything the agents do shows up in your records right away.
Chat, voice, text, email, and appointment agents write what they do straight into the CRM. New contacts, transcripts, bookings, and deal updates appear on the right record in real time.
AI screens intent and fit during every conversation, filters out low-quality inquiries, and organizes your pipeline around the highest-quality buyers. Your team's first call of the day is always the best lead.
A new contact, a new tag, a stage change, or a booked appointment can each start automated texts, emails, and AI voice calls. Delays, office-hour rules, and reply detection are built in.
Explore AI WorkflowsCalendars, websites, phone numbers, field-service tools, and hundreds of other apps connect through native integrations, inbound webhooks, and outbound workflow actions.
Browse integrationsThree steps that run on their own.
A lead can come in by website chat, phone call, text, email, or form. An AI agent answers instantly, at any hour, and starts qualifying in the same conversation.
Low-quality inquiries are filtered out automatically. Engaged buyers get booked into your calendar, and the appointment syncs to the CRM on its own.
Contacts, companies, opportunities, and timelines stay current by themselves, while workflows fire the right follow-up at the right moment.
Real results from small businesses running their front office on the platform.
Noah Little · Owner, Noah's CS Coaching
"Since integrating their AI tools, we've observed a significant increase in the number of qualified leads closing across all accounts. The AI chatbot and CRM make it easy to see who is worth following up with immediately."
Manual data entry needed for AI-handled conversations, bookings, and deal updates
Every inbound lead answered, screened for quality, and organized in the CRM, even after hours
Common questions about the AI CRM for small businesses.
Yes. You get contacts, companies, opportunities, visual pipelines with customizable stages, notes, tasks, and a unified activity timeline. It covers the fundamentals you'd expect from a good CRM and is built for small business teams.
Mostly by itself. Our AI chat, voice, text, email, and appointment agents create and update contacts, log conversations, and record appointments automatically. You can also bring existing records in with guided CSV import or push data in through webhooks and integrations.
Yes. AI agents screen every inbound lead as part of the conversation, filter out low-quality inquiries, and organize your pipeline around the highest-quality buyers so your team starts with the best opportunities.
Yes. When an AI agent (or your team) books an appointment, it lands on the contact's activity timeline and the related opportunity automatically. There is nothing to copy between your calendar and your CRM.
Yes. New contacts, tag changes, stage moves, and appointments can all trigger AI-powered workflows that send texts, emails, and AI voice calls, update records, and notify your team.
Yes. The CRM connects to calendars, websites, phone lines, and hundreds of external tools through native integrations, inbound webhooks, and outbound workflow actions.
See how engaged buyers get answered, screened, booked, and managed in the CRM while your team runs the business.