AI CRM Features

AI CRM Features. Transform customer engagement with AI CRM: Real-time analytics, personalized communication, and automated workflows. Boost efficiency & build lasting relationships.

AI CRM's Core Features

Manage all client aspects in one place.

Ensure on-time, on-budget project delivery.

Easily capture leads and opportunities.

Facilitate team collaboration seamlessly.

Automate workflows, processes, campaigns, and customer journeys.

Use project templates for quick project initiation.

Clone tasks to accelerate action.

Communicate and collaborate with team and clients.

Track time for the entire team.

One comprehensive tool to replace multiple tools.

Monitor project progress effortlessly.

Break down projects into milestones and tasks.

Work through tasks efficiently and intuitively.

Invoice clients and accept payments seamlessly.

Send estimates and proposals to clients swiftly.

Control access to team resources.

Enable team connectivity and remote work easily.

Advanced time tracking to capture every minute spent.

Provide client support through the helpdesk.

Create informative articles for all stakeholders.

Accept recurring payments via Stripe with the subscription feature.

AI CRM's Use Cases

Boost lead generation, expedite sales, and track sales performance.