Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Quote and Estimate Desks. The CRM for quotes and estimates that fills itself.

AI CRM is a CRM for quotes and estimates that fills itself: everyone who asks for a price by phone, chat, mail or form becomes a contact, and the quote request opens a deal. The deal moves as the customer opens the quote or pays it, and only a person marks it lost.

TRY AI CRM FREENo credit card · Ready in 2 minutes

Ready to buy? See plans & pricing ›

7 days free · per company, never per seat · nothing to install

Zanus AI · AI CRM · Deals board

Deals board

Each deal sits in its stage and moves on as the customer opens or pays the quote; only a person marks one lost.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Which quoted deals have gone quiet for a week?”

Lisa“Here are the quoted deals silent for seven days, each with the contact's health and the follow-up running for him.”

You talk. Lisa sets it up. Applied only on your yes.

How Quote and Estimate Desks use it

Before the first coffee, READY TO BUY lists the customers who opened a quote in the last two weeks, with the reason under each name.

The sales manager asks Lisa which quoted deals have been silent for a week and gets the list with each contact's health.

A lost quote asks for the reason, and the win and loss report shows the stage where quotes stop.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Every person and company qualified from the conversations, health score with its WHY, gauges, photo, LinkedIn; nothing typed by your staff
Deals with stages, probability and expected close, created and moved by the events themselves: lead qualified → demo → quote → won
Tasks and to-dos assigned to your people, from the AI or by hand, with reminders; calls, meetings and notes logged on the record
Your own fields on contacts, companies and deals; saved views; tags and segments; record ownership
Pipeline forecast weighted by probability; win / loss review; "ask your pipeline" in plain language
Basic contacts and companies stay in every Front Office, this item adds the qualification, the pipeline and the forecast

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 Phone AI Webchat AI Web Forms AI Demo AI Quoting AI Booking AI Follow-up AI Tickets AI Returns & Warranty AI Calls Transcripts AI Marketing

The pipeline

Quote tracking software with a pipeline that keeps itself

Opened by the request

A deal opens on the first sales signal, a quote asked for, named for what started it, with the company and the person.

Moved by the customer

New, Qualified, Demo, Quoted, Negotiation, Won and Lost: in this sales pipeline for quotes the deal moves on when he opens the quote or pays, with every move written down.

A health score with its reason

Each contact carries a health score from zero to a hundred, and the tooltip says why it moved since the quote went out.

The empty chair

When nobody has talked to the person who signs off on the budget, the company record says so before your team sends the quote.

Ready in 2 minutes

A CRM for estimators, ready in 2 minutes

Nothing to type

Every request that leaves a name and an e-mail or phone becomes a contact on day one, with the channel it came from.

Your kinds of contact

End customer, reseller, contractor or account: tell Lisa the kinds you use, and she shows the change before it applies.

Your stages

Keep New to Won as they ship or rename any stage, and add fields of your own, such as the job site or the trade.

Seven days on your own customers

Try it free with no credit card and read every contact it captured and every quote deal it opened.

AI CRM for Quote and Estimate Desks, trade by trade

By industryDistributors Construction Home Services Manufacturing Insurance Agencies Marketing Agencies Logistics Passenger Transportation Small Business Law Firms Software & SaaS Travel Agencies

Questions & answers

AI CRM for Quote and Estimate Desks: questions & answers

Does the CRM track quotes by itself?

Yes. As a CRM with quote tracking built in, it opens a deal when a quote is asked for, and each contact's status moves from new to quote sent, quote opened and purchased as the customer acts. The quote is one click away from its deal.

Can I forecast revenue from open quotes?

Yes. Above the board sit the open deals, the pipeline and the weighted forecast: each amount times a probability that blends the stage with the contact's health score.

Who marks a quote lost?

Only a person. The machine moves deals forward as the customer watches a demo, opens a quote or pays, never back, and Lost asks for the reason, which feeds the win and loss report.

Can each estimator see their own quotes?

Yes. The board or the list filters by owner and saves as a view of their own, and Brief me writes a one-page call brief from the story before the estimator calls back.

Do I have to type the contacts in?

No. Every chat, call, form or mail that gives a name with an e-mail or a phone becomes a contact from the first day, with its source. A CSV import waits in Import review until you accept it.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Quote and Estimate Desks ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.