Know every customer.
Move every relationship forward.

Intelligent CRM combines a customizable CRM, flexible data models, configurable workflows, and bounded AI voice agents in one refined workspace. Conversations, customer memory, reporting, enrichment, outreach, and automation remain connected to the same customer records, helping the responsible teammate understand what changed and move the relationship forward.

Connected meeting and email conversations can keep CRM context current and contribute durable facts to customer memory on the customer profile, so teammates do not need to search through hundreds of conversations. In internal tests using real conversations, conversation intelligence measured more than 90% accuracy; results can vary with source quality.

The Free package has no package expiry and includes the core CRM workspace: companies, people, deals, tasks, meetings, notifications, custom fields, custom objects such as Invoices, linked records, formula fields, saved views, people lists, CSV import, and filter-aware export. Teams can establish a flexible customer system before deciding whether they need Pro execution features.

Formula fields calculate live, read-only values from CRM and related-record data. AI fields use a team-written prompt, substitute only the CRM values referenced with {{ }}, and store a typed result on a company, person, deal, or custom-object record. AI fields can run manually, periodically, when empty, or when referenced fields change. The agent may use Tavily for public-web research when needed; AI runs count toward team AI usage, and changed values appear in record activity.

Pro costs $30 per month with 1,000 shared team AI credits or $300 per year with 12,000 shared team AI credits upfront, and includes every current CRM feature with unlimited seats. A $100 add-on provides 5,000 additional shared team credits that expire at the end of the current billing period.

A contact enrichment waterfall can use connected providers to fill useful gaps while preserving trusted CRM values. A separate research agent can investigate a company using its own website to ground company context before that research is used in CRM work.

Pro teams can connect Gmail or Outlook, work with WhatsApp conversations, run personalized email campaigns, and build multistep sequences. A bounded AI voice agent can ask an approved initial set of questions. Meetings, messages, transcripts, answers, outcomes, and follow-up remain connected in the unified customer conversation view.

Yes. A report can, for example, use Insight, Invoices, Sum, and Amount to total invoice value. The predefined workflow library is optimized around P0/P1 jobs, while custom workflows can combine schedules, CRM data, conditions, and actions. One example runs daily at 7:00 PM, sums each contact’s linked Deal actual amount by month across 12 months, includes the current partial month when checking for decline, and creates an owner follow-up task.

The AI Assistant works from the workspace’s shared CRM records and relationships while private, user-specific sources remain scoped to their authorized user. Team isolation is enforced in the data architecture, while roles, protected values, reviewable recommendations, structured updates, and human control remain part of consequential work.