AI CRM is a CRM for call centers that fills itself: every caller who gives a name with a phone number or an e-mail becomes a contact, and each call, chat, mail and ticket lands on that one record. Operators read the story before hello instead of typing it after the call.
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Caller timeline
Each step with when, by whom and why, beside the customer's full timeline of e-mails, orders and forms, ready before the operator says hello.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Add a field for the account number on every contact.”
Lisa“Contacts will get an Account number text field, shown on every record and available in your saved views. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Call Centers use it
A customer calling for the third time this week shows both earlier call summaries and the open ticket before the operator speaks.
A supervisor asks Lisa which quoted deals went silent this week and gets the list with each contact's health score.
A business account with five sites shows as one company, every person's calls on one combined timeline.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI CRM does, for every business ›
Works withAI PhoneAI WebchatAI Web FormsAI DemoAI QuotingAI BookingAI Follow-upAI TicketsAI Returns & WarrantyAI Calls TranscriptsAI Marketing
The caller's record
Any caller who leaves a name and a number or an e-mail, on the phone, in the chat or on a form, is saved as a contact showing where they came from.
Calls, chats, mails, tickets, quotes and tasks sit on one record, newest first, so nobody asks the caller for the story twice.
Each contact carries a health score, and its tooltip says why the score moved, so a supervisor spots an account going quiet.
People at the same verified business e-mail domain form one company, with their calls, deals and tasks kept together.
On the floor
Brief me writes one page from the caller's story: who they are, what was asked, what was sent and what to say.
Replies to answer, calls due and drafts to review in one list, each line showing the contact's local time.
A supervisor asks Lisa about the floor's accounts in a sentence and reads the answer with each contact's health beside it.
By industrySoftware & SaaSTelecom & Internet ProvidersUtilitiesBanks & Credit UnionsInsurance CarriersHealth PayersRetail StoresE-commercePassenger TransportationHardware & ElectronicsLaw FirmsMedia Companies
Questions & answers
The caller's history on screen when the phone rings, without anyone typing it. AI CRM writes each call, chat, mail and ticket onto the contact's timeline as it happens, with the channel every contact came from on its row.
Yes, with AI Phone it is a CRM with call recording. Each call AI Phone handles is written onto the caller's timeline; turn call recording on and the call register keeps every recording beside its transcript; recording stays off until you decide otherwise.
Yes. Brief me on the contact writes a one-page brief from the story: who the caller is, what they asked, what was sent and what to say next. The TO DO desk lists the calls due with each contact's local time.
Yes. Contact management for call centers needs fields of its own: add text, number, date or choice fields to contacts, companies and deals, and save views, so billing and support each open the callers that belong to them.
Only Managers can export customer data, and each export is logged with its author. Imported lists wait in Import review until accepted one by one, and they are never auto-called.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Call Centers ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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