CRMOne record for every customer conversation.

A CRM built into the platform. Contacts, leads and cases build themselves from AI-handled calls and emails, or connect the CRM you already use.

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For teams that lose context between calls.

When customer history lives in a different system from the conversation, every call starts from scratch. The built-in CRM keeps the history with the call.

01

Sales teams

See new leads, their status and a call-back list ordered HOT, WARM, COLD.

02

Support and service teams

Every case carries the recording, transcript, intent and sentiment.

03

Teams already on a CRM

Connect Salesforce, HubSpot, Zoho or Odoo instead.

What the CRM helps simplify

  • Recognising callers by their phone number
  • Following a lead from first call to won
  • Reviewing AI-handled calls without listening to every recording

From first call to closed case.

A caller is matched to a contact, their call becomes a case, and related cases roll up into a lead you can work.

  • Contacts
  • Leads
  • Cases

What the CRM keeps for you.

Everything a conversation produces, stored where your team can act on it.

Contacts

Your customer address book with phone, email, company and tags. Add them by hand, import from Google, or let AI agents create them.

Leads

Groups every case about the same matter. Status runs from New through Qualified to Converted or Dismissed, and quiet leads expire after 90 days.

Cases

One per call or email, with the AI summary, the caller's intent, disposition, sentiment, recording and transcript. Set each case to Open, Resolved or Closed with notes and history.

Integrations

Connect Zoho, HubSpot, Salesforce (including Campaigns and Leads) or Odoo, or embed the CRM in your own portal.

Plan the CRM around your pipeline.

Decide whether to use the built-in CRM, connect your own, or run both.

Choose your CRM approach

Built-in, integrated or a mix, depending on what your team already uses.

Set up dispositions and tags

Agree the classifications and tags your team will use, for example HOT, WARM and COLD.

Load your contacts

Import existing customers before go-live so known callers are recognised from the first call.

Common questions

Bring your customer data together.

Tell us which CRM you use today and how your team follows up leads. We'll recommend the right approach.

Enquire about CRM