AI CRM is a CRM for consumer brands that fills itself: every owner, shopper, stockist and retail buyer who calls, chats, writes or fills a form becomes a contact with the whole story on one record. Buyers group under their company by e-mail domain, deals open on the first wholesale signal, and your reps keep the decisions.
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7 days free · per company, never per seat · nothing to install


Companies
Companies are created from verified business e-mail domains, with their people, deals, tasks and conversations in one record, so a chain's buyers sit together.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Add a store type field to every company.”
Lisa“I'm adding a Store type field, as a choice list, to every company record. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Consumer Brands use it
A boutique that reordered every season goes quiet; its health score drops with the reason in the tooltip, and its rep gets a task.
An owner who called twice about the same blender shows both calls, her chat and the open ticket on one timeline.
Three buyers from one chain group into one company by their e-mail domain, each with the role read from what they asked.
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
Accounts
A name with an e-mail or a phone, given on a call, a chat, a form, a mail or a demo request, becomes a contact by itself, with the source on the row.
Buyers from one chain form one company by their verified e-mail domain, and the role of each, economic buyer, evaluator or champion, is read from what they asked.
Every contact carries a score from 0 to 100 and the reason it moved, so a slowing stockist is visible before the next season's order is lost.
A wholesale deal opens on the first quote or demo asked for and moves as the buyer opens, accepts or pays; the machine never moves a deal back.
Set-up
From day one, any shopper or buyer who leaves a name and an e-mail on a call, a chat, a form or a mail becomes a record in Contacts and Leads.
Tell Lisa the kinds you use, owner, stockist, retail buyer, distributor or press, and she fills the settings for your yes.
Keep the deal stages as shipped or rename them, and add fields such as store type or sales channel.
Run it on your own brand for 7 days, no credit card, and read every contact it captured and every deal it opened.
Questions & answers
Yes, it is one CRM for owners and retail buyers: you name the kinds of contact your brand needs, such as owner, stockist, retail buyer, distributor or press, and people with a verified business address at the same domain become one company by themselves. Both kinds are written by the conversations, so nobody types notes.
Yes. Each contact carries a health score from 0 to 100, and the tooltip says why it moved. READY TO BUY sorts the people with buying signals in the last fourteen days, so a rep sees who to call first.
Yes, as key account management for brands: a deal opens when a buyer asks for a quote or a demo and moves forward as the buyer acts, from New and Qualified to Quoted and Won. The weighted forecast sits above the board, and only a person marks a deal lost.
Managers only, and each export is logged with its author. A list from a trade show or an old spreadsheet waits in Import review for a person to accept each row, and nobody imported is ever auto-called.
No. Every call, chat, mail and form writes itself onto the contact's timeline, and Brief me turns the story into a one-page brief before a rep calls a buyer back.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Consumer Brands ›
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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Try it free on your own business — no credit card, per company, never per seat.
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