AI Sales & CRM

A CRM that answers you instead of asking you to fill in fields

Contacts, deals and pipeline in one place — with an assistant on top that you can simply ask. Move a deal, book a follow-up, or get March's numbers as a sentence rather than a saved view.

What is the AI CRM?

Most CRMs fail for the same reason: keeping them updated is work, so nobody does it, and then the data is not worth reading. This one is built to be updated by talking to it — say what happened and the record changes.

The same assistant answers questions about what is in there. Which deals went quiet, what closed last month, where the pipeline is stuck, which source converts. You get the answer directly, and you can ask it from the dashboard or from WhatsApp and Telegram while you are out.

Capabilities

What you can do with the AI CRM

Track contacts, companies, deals and pipeline stages
Update records by describing what happened, in plain language
Ask questions about the pipeline and get direct answers
Get monthly summaries, win rates and source performance without exports
Create tasks and follow-ups from a sentence
Work with it from WhatsApp or Telegram as well as the dashboard

How it works

Using the AI CRM

  1. 01

    Bring your contacts in

    Import a spreadsheet or add contacts as they come — the fields are already set up.

  2. 02

    Set your stages

    Name the pipeline stages the way your business actually sells.

  3. 03

    Talk to it after calls

    Say what happened and the deal, notes and next step update themselves.

  4. 04

    Ask for the numbers

    Request a summary whenever you need one, instead of building a report.

Examples

What good input and output look like

AI CRM

Live demo1/2
You

You set it up

AI

AmmarAI works

CRM assistant0/5 steps
WhatsAppAsk CRM
CRMRead deals
CalendarSet task
  1. YouWhich deals have gone quiet for more than two weeks?
  2. CRMFive: Northgate £8.4k, Vella £3.2k, Orbit £12k, Farrow £1.9k, Pike £6k
  3. YouMove Orbit to Negotiation and set a call for Friday.
  4. CRMOrbit moved Proposal → Negotiation. Task created: call Friday 10:00.
  5. CRMPipeline updated — £31.5k now sitting in Negotiation.

Sample session — asking the CRM a question and getting the record updated.

Chasing quiet deals

Input

Which deals have gone quiet for more than two weeks?

Output

Five deals: Northgate £8.4k, Vella £3.2k, Orbit £12k, Farrow £1.9k, Pike £6k. Moving Orbit to Negotiation and creating a call task for Friday 10:00 puts £31.5k in Negotiation.

Month in review

Input

Summarise March and tell me what changed.

Output

Closed £48,200 across 21 deals, up 14% on February. Win rate 31%. Average deal size down from £2,600 to £2,295. Referrals converted at 46%, paid search at 12%.

Key features

What the tool gives you

Plain-language updates

Describe the call; the stage, note and follow-up are written for you.

Answers, not dashboards

Ask a question about the pipeline and get the number with the context around it.

Reports on demand

Monthly summaries, win rates and source breakdowns generated from live records.

Messaging access

Update and query the CRM from WhatsApp or Telegram between meetings.

Who it is for

People who get the most from this

Founders selling directly

Keep a real pipeline without the admin that makes you abandon CRMs.

Small sales teams

One shared view of every deal, updated because updating is finally easy.

Service businesses

Track enquiries from first contact to booked job without a spreadsheet.

Workflows

Practical ways teams use it

Pipeline review

Ask what moved, what stalled and what needs chasing before the weekly meeting.

Post-call logging

Say what was agreed straight after the call and let the record and task write themselves.

Board reporting

Turn the month's real records into a summary or a short deck you can send.

Tips that improve results

  • Name stages after what has actually happened, not how hopeful you feel.
  • Log the call while you are still in the car — one sentence is enough.
  • Ask for quiet deals weekly; it is the cheapest revenue you will find.
  • Keep one pipeline until it hurts, then split it.

Mistakes worth avoiding

  • Importing ten years of dead contacts and burying the live ones.
  • Adding custom fields nobody fills in.
  • Only updating deals when they close, which makes forecasts fiction.
  • Treating the summary as the truth without checking the underlying deals.

AI CRM FAQ

Can I import my existing contacts?

Yes. Bring in a spreadsheet and map the columns; you can keep adding contacts manually afterwards.

Do I have to use the chat, or can I edit records normally?

Both. Everything can be edited in the interface; the assistant is a faster way to do the same thing.

Can it work from WhatsApp?

Yes. You can ask questions and log updates from WhatsApp or Telegram and they land in the same records.

Where do the reports come from?

They are generated from your live deals and contacts at the moment you ask, not from a stale export.

Try the AI CRM free

One AI for everything you create. Start on the free plan and upgrade only when the volume demands it.