AI CRM Software

An AI CRM
with AI Workers

An AI-powered CRM that keeps itself up to date. AI Workers read your emails, Stripe revenue, Intercom chats and calendar, then act on them. You set the rules. They run the operation.

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AI Workers

Switch one on and it starts working. Switch it off and it stops.

8 of 11 running

Orchestrator

Reads what came in and decides which worker or skill should run.

33,754 decisions

Workers

Follow-up Worker3,704 activities

Writes and sends the next follow-up, with the thread and your CRM notes as context.

Meeting Notetaker50 calls

Joins Meet, Zoom and Teams. Records, transcribes, writes the summary onto the contact.

Personal Assistant212 messages

Messages you on Slack when a client writes. Reply, translate or archive from there.

Skills

Request human input100
Buy intent score24,180
Enrich lead486
Update CRM1,204
Mark lost132
Mark customer312
Clean database38

Trusted by salespeople who work at these companies

TeachfloorRE/MAXHall & PartnersGoPillarDaybreak Hotel
AI Workers

A brain, its workers, and what they can do

Workers do a job from start to finish. Skills are what the Orchestrator reaches for while they do it. You decide which of them is allowed to run.

Orchestrator

The brain. It listens to every event, scores buy intent, and picks which Worker or Skill acts on which contact: inside the rules you set. One switch: on, and the whole thing runs.

Workers · do a job end to end

Followup Worker

Writes and sends the next follow-up, with the thread and your CRM notes as context.

Meeting Notetaker

Joins Meet, Zoom and Teams. Records, transcribes and writes the summary onto the contact.

Personal Assistant

DMs you on Slack when a client writes. Translate it, reply, archive, or draft back by voice.

On the way:Auto ResponderAnti-SpamNurtureCustomer SuccessOnboarding

Skills · what the Orchestrator can call on

Request human input

Stops and asks you when it is not confident enough to act on its own.

Clean database

Finds spam, duplicates and broken names, and asks before changing anything.

Update CRM

Pushes contacts, companies and notes back to the CRM you already use.

Buy intent score

Scores every contact 0–100 from the conversation and how they engage.

Enrich lead

Fills in the title, company, phone and verified email you didn't have.

Mark lost

Closes out a contact that has gone nowhere, so it stops costing time.

Mark customer

Keeps a company marked customer for as long as Stripe says they pay.

Nothing hidden

Everything it does is on the record.

Every decision it takes, and everything it has worked out about a contact, written down in plain English and open to read.

Decision log

An email arrived at 22:47. Here is what it did about it.

It records what came in, what it understood, and what it did. Then the reason, written out. Not a status you have to interpret.

  • A confidence figure on every call, not just the outcome
  • Skipped and escalated are logged as carefully as sent
  • The reason is written down, not inferred from a status
Decision · engagement18 May, 22:47
1Came inEmail from sydney@nassaustreet.io
2Understoodengagement · 85% confident
3DidBuy intent 40 → 60 Executed

Because

The email indicates a potential investment opportunity that requires immediate engagement.

Contact 360

Outsales keeps a read on every contact. One sentence changes it.

Days silent, response rate, and a written account of where the relationship actually stands: assembled from every email, meeting and payment. Tell it what it missed and it re-scores.

  • A written read, not a field you have to interpret
  • Correct it in plain English: “didn’t show up to the call”
  • Buy intent and stage move with what you told it
Sofia MendesNorthbridge · VP Customer SuccessBuy intent72

Sent

14

Replies

3

Response

21%

Days silent

12

Customer lifecycle: what the AI reads

In the pipeline 61 days. Asked for trial access twice and had pricing shared, but has not logged in since the demo. Still interested and awaiting a response.

Tell the AI what you know: e.g. “wants to revisit in Q4”

Saved as a note. Buy intent is re-scored from it, and the stage can move with it.

Frequently asked questions

Hire your team of
AI Workers.

Set the rules once. The Orchestrator decides who acts, when, and on whom, and never steps outside them.

Start for free14-day free trialNo credit card required