SERVICE
AI CRMs
A CRM that works your pipeline for you.
What is an AI CRM?
An AI CRM is a customer relationship management system in which machine learning does part of the work reps usually do by hand: enriching contact records, scoring leads by how likely they are to buy, summarising calls, emails, and WhatsApp threads, suggesting the next step, and creating follow-up tasks automatically. It can be a custom-built CRM or AI added to one you already use.
THE PROBLEM
Generic CRMs become expensive digital filing cabinets: leads go cold, data goes stale, and reps spend hours on entry instead of selling.
OUR SOLUTION
We build tailored CRM platforms, or extend your existing one, with AI lead scoring, automatic enrichment, conversation summaries, next-step suggestions, and pipeline automation that follows up while your team sleeps.
HOW IT WORKS
How we build an AI CRM
- 01
Audit the pipeline
We map how leads arrive, who touches them, and where they go cold or get lost.
- 02
Build or extend
A custom CRM when standard tools do not fit your process or per-seat pricing hurts, or AI features added to the CRM you already use.
- 03
Connect every channel
Email, WhatsApp, calls, and web forms log automatically against the right contact, with AI summaries.
- 04
Add scoring and automation
Lead scoring, enrichment, follow-up sequences, and task creation run in the background.
- 05
Report on real data
Dashboards and forecasts built on actual pipeline behaviour, with role-based access for your team.
TYPICAL STACK
- Next.js
- Node.js
- FastAPI
- Supabase/Postgres
- LLM APIs
TIMELINE
Adding AI features to an existing CRM is a focused build, typically 4 to 8 weeks. A full custom CRM is scoped as a larger platform project.
Key features
- Custom pipelines, views, and role-based access
- AI lead scoring and automatic data enrichment
- Email/WhatsApp/call logging with AI summaries
- Automated follow-ups and task creation
- Dashboards and forecasting built on your real data
Use cases
- Agencies and service businesses
- Real estate sales pipelines
- Clinics managing patient inquiries
- Sales teams outgrowing spreadsheets
Benefits
- No lead ever slips through the cracks
- Reps sell instead of doing data entry
- Forecasts grounded in behavior, not guesswork
- Pay for software once, not per-seat forever
COMPARE
Custom AI CRM vs. off-the-shelf CRM
| Criterion | Custom AI CRM | Off-the-shelf CRM |
|---|---|---|
| Fit | Built around your exact pipeline | Configured within the vendor's model |
| Pricing | Pay for the build once, no per-seat fees | Per-seat subscription that grows with you |
| AI features | Designed for your data and process | Generic add-ons, often extra cost |
| Time to start | Weeks to build | The same day |
| Best for | Distinct sales processes, growing teams | Standard pipelines, small teams starting out |
INDUSTRIES
Industries we build this for.
FAQS
AI CRMs: common questions
Should we build a custom CRM or add AI to the one we use?
If your current CRM fits your process and the team actually uses it, adding AI to it is faster and cheaper. A custom CRM makes sense when your process does not fit standard tools, per-seat costs keep climbing, or you need workflows the vendor cannot support.
How does AI lead scoring work?
It looks at the signals that came before past wins, such as source, company profile, engagement, and response times, and scores new leads on how closely they match. Reps then spend their time on the leads most likely to close, and the model is retrained as more outcomes come in.
Can the CRM log WhatsApp conversations and calls?
Yes. Email, WhatsApp, and call logging with AI summaries is a core feature, so every conversation is attached to the right contact without manual entry.
Can you move our data over from spreadsheets or another CRM?
Yes. We clean, de-duplicate, and import contacts, companies, and deal history as part of the build.
Who can see what in the CRM?
Access is role-based, so reps, managers, and admins each see what they need. Permissions are agreed with you during design.
Discuss this project
Tell us what you're building. We'll show you exactly how we'd engineer it.
- Free 30-minute discovery call
- You own the code, models, and IP
- Working software every week