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AI-powered customer relationship platform

Know every customer.
Move every relationship forward.

Intelligent CRM unifies contacts, accounts, deals, email, WhatsApp, meetings, calls, and pipeline—then uses that customer context to surface the next useful action.

Start for free See how it works

No credit card required · Free core CRM with no package expiry

Complete customer context Explainable AI guidance Reviewable execution
$0
Start with a real CRM

The Free core workspace has no package expiry.

Unlimited
Bring the whole team on Pro

One package price instead of a per-seat penalty.

Portable
Keep control of customer data

Import with CSV and export the records in your working view.

From customer signal to accountable action

One customer story. Five connected steps.

A useful customer CRM should remember what happened, explain what matters, and help the right person follow through. Intelligent CRM keeps that loop in one workspace.
  1. 01
    Capture

    Build a complete customer record

    Connect people, companies, deals, tasks, custom records, ownership, and the context your process actually needs.

    Explore capture
  2. 02
    Remember

    Bring conversations into the relationship

    Keep email, WhatsApp, calls, meetings, notes, summaries, and commitments close to the right customer.

    Explore remember
  3. 03
    Understand

    Find the signal inside the history

    Use enrichment, grounded AI, and explainable indicators to understand intent, risk, missing data, and momentum.

    Explore understand
  4. 04
    Act

    Turn context into accountable work

    Create the task, prepare the message, update the record, or start a governed workflow with a clear owner.

    Explore act
  5. 05
    Improve

    Keep the outcome in the CRM

    Return activity and results to the customer story so the next decision starts with better information.

    Explore improve

The important parts, connected

A CRM for customer data, intelligence, and execution.

Start with a trustworthy customer system. Add AI, communication, enrichment, campaigns, and automation without splitting the relationship across more tools.

Core CRM platform

A trustworthy foundation for every relationship

Connect contacts, accounts, deals, tasks, custom records, activity, ownership, and reporting in one flexible workspace.

Explore the CRM platform

AI CRM

Understand the customer. Know what to do next.

Ask grounded questions, prepare for meetings, identify meaningful signals, and turn recommendations into reviewable action.

Explore AI CRM

Conversation intelligence

One customer story across every channel

Bring email, meetings, phone calls, WhatsApp, notes, summaries, commitments, and follow-up into one customer memory.

Explore conversations

Sales automation

Automate the process, not the relationship

Connect customer events with owned tasks, safe record updates, governed workflows, and measurable follow-through.

Explore automation

CRM campaigns

Relevant outreach grounded in customer context

Build audiences and briefs, prepare personalized messages, control delivery, and return recipient outcomes to the CRM.

Explore campaigns

AI voice agent

Scale conversations with clear boundaries

Run CRM-aware qualification and follow-up calls with approved context, transcripts, outcomes, and stopping rules.

Explore AI voice
View every CRM solution

Meet customers where they work

Every conversation strengthens the same customer memory.

Email, WhatsApp, meetings, and calls should not create four versions of the truth. Keep the interaction, outcome, owner, and next step connected.
Email

Connected Gmail and Outlook

Send one-to-one email, build campaigns, and keep delivery and replies attached to customer context.

Explore channel
WhatsApp

Shared customer conversations

Keep messages, ownership, identity, and follow-up visible beyond one person’s phone.

Explore channel
Meetings

Context before and after the call

Prepare from the record, capture commitments, and convert discussion into owned work.

Explore channel
Voice

Human and AI calling

Run browser calls and bounded AI voice steps with transcripts, outcomes, and stopping rules.

Explore channel
CONNECTED ECOSYSTEM

Use the tools and data providers that support your process.

Connect communication, enrichment, and team context without turning integrations into another place to manage the customer.

Explore CRM integrations
  • Google
  • Microsoft
  • Slack
  • Apollo
  • Dropcontact
  • Coresignal
  • People Data Labs

Designed around real operating models

Flexible enough for the way your team sells.

Keep the foundation consistent while shaping records, views, pipelines, and workflows around the relationships your business actually manages.
01Small business

Replace spreadsheets without adding an administration department.

Give a growing team one dependable place for customer records, pipeline, communication, and follow-through.

Explore CRM for small business
02Complex B2B sales

Keep long buying cycles and every stakeholder connected.

Model accounts, buying committees, requirements, custom records, deals, and commercial commitments together.

Explore complex sales workflows
03Revenue teams

Move from activity tracking to consistent execution.

Prioritize the right work, coordinate outreach, and make pipeline reviews more useful with current evidence.

Explore sales automation

Useful AI needs accountable controls

Help your team act without asking them to trust a black box.

Customer data can shape recommendations, drafts, enrichment, and automation while people retain visibility over the evidence and the work that follows.

  • Permission-aware contextAI uses the customer records and relationships the person is authorized to access.
  • Protected source valuesEnrichment can fill useful gaps without silently replacing trusted CRM data.
  • Review before consequenceImportant messages, updates, and workflow decisions can remain visible and reviewable.
  • Evidence that travelsRecommendations stay connected to the signal, owner, record, and resulting action.
Read the AI governance guide

Pricing without the scavenger hunt

Start free. Add the complete execution layer when it earns its place.

Build the customer foundation first, then choose Pro when your team needs connected communication, AI, enrichment, campaigns, sequences, voice, and automation.
Core CRM, no expiry

Free

Start here
$0/ forever

A complete customer workspace for organizing people, companies, deals, tasks, custom records, and shared team context.

  • Core CRM and team workspace
  • No package expiry
  • Companies, people, deals, and tasks
Create a Free workspace
Every feature, unlimited seats

Pro

Every feature
$100/ month

Every current Pro capability with one shared team AI allowance and unlimited seats. Pay $1,000 annually and save $200 / year.

  • Every CRM feature
  • Unlimited seats
  • 5,000 team credits monthly
  • 60,000 team credits annually
Compare every Pro capability

Usage allowances and package details are shown in full on the pricing page. Free is $0; Pro is one flat package price with no per-seat multiplier.

BUY WITH YOUR EYES OPEN

Compare the operating model, not the feature-count theatre.

Read the methodology, test real workflows, and choose the CRM that best fits the work your team needs to own.
01
Buyer’s guideHow to choose a CRM platform
02
ComparisonIntelligent CRM vs Attio
03
ComparisonIntelligent CRM vs Clarify
04
EvaluationRun a fair 14-day CRM proof of concept
Explore all CRM comparisons

Questions buyers ask

A clearer answer before you create a workspace.

Product scope, packages, migration, channels, and AI controls—without making you book a call to learn the basics.
01What makes Intelligent CRM different from a traditional CRM?

Traditional CRM software often stops after storing contacts, accounts, and deals. Intelligent CRM connects those records with conversations, tasks, customer signals, AI guidance, campaigns, and controlled automation. The goal is not only to preserve customer history, but to help the responsible teammate understand what changed and move the relationship forward.

02Which teams is Intelligent CRM designed for?

Intelligent CRM is designed for growing B2B teams that need shared customer context without heavyweight administration. It works for founder-led sales, small revenue teams, manufacturers with long buying cycles, and teams coordinating sales, operations, outreach, and customer follow-through from one workspace.

03What is included in the Free package?

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

04What changes with Pro?

Pro costs $100 per month or $1,000 per year and includes every current CRM feature with unlimited seats. It adds the AI Assistant, intelligent workflows, enrichment providers, connected email and WhatsApp, campaigns, multistep email and AI voice sequences, calling, and a shared team allowance of 5,000 monthly or 60,000 annual AI credits.

05Can I import and export existing CRM data?

Yes. CSV import helps teams bring existing records into the CRM, while configurable fields and custom objects support the operating model they already use. Filter-aware export returns the records that match the working view, helping teams validate a migration and retain practical control over their customer data.

06Which customer communication channels can I connect?

Pro teams can connect Gmail or Outlook, work with WhatsApp conversations, run measured email campaigns, make browser calls, and build scheduled journeys with email and AI voice steps. Meetings, notes, messages, transcripts, outcomes, and follow-up remain connected to the relevant customer record.

07How does AI use customer data and permissions?

AI works from authorized CRM context rather than a disconnected prompt. Intelligent CRM is designed around permission-aware access, protected existing values, reviewable recommendations, structured updates, and human control for consequential work. Teams can start with one bounded workflow and expand after its evidence, approvals, and outcomes are clear.

Need feature-level detail? Review packages and every included capability.

From the research library

Practical ideas for better customer work.

Long-form guidance on choosing a CRM, applying AI responsibly, connecting customer data, and comparing modern platforms.
CRM trends11 min read

CRM trends in 2026: AI agents, unified data, and the new trust layer

A measured guide to the shifts that matter now: agents that act, unified context, observable workflows, automatic capture, and stronger human control.

Read article →
CRM comparison16 min read

Intelligent CRM vs Attio: Which CRM Fits Your Team in 2026?

A fair comparison of Intelligent CRM and Attio across data modeling, grids, AI, automation, enrichment, outreach, reporting, governance, and total cost.

Read article →
CRM comparison16 min read

Intelligent CRM vs Clarify: Which AI CRM Fits Your Workflow?

Compare Intelligent CRM and Clarify across automatic data capture, meetings, lists, AI, agents, outreach, custom objects, permissions, pricing, and best fit.

Read article →
Visit the research library

One customer story. Clearer execution.

Give your team a CRM that moves the work forward.

Start with a free customer workspace. Bring in AI, conversations, outreach, and automation when your process is ready for them.

No credit card required · Free core CRM with no package expiry