AI CRM is an AI CRM for enterprises that fills itself from the front office: every person who calls, chats, writes or fills a form becomes a contact, people at one verified domain form one company, and deals open on the first sales signal. The AI reads each person's role in the decision, while your people keep the calls only a person should make.
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7 days free · per company, never per seat · nothing to install


Companies
Companies form from verified business email domains, with their people, deals, tasks and conversations in one record your account teams share.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Add a field for the owning region to every company.”
Lisa“I am adding a choice field called Region to every company record; here is before and after. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Enterprise Groups use it
A buyer who rang head office and a colleague who mailed the regional desk appear under one company, formed from their domain.
The company's health line says nobody has spoken with the economic buyer yet, so the account team knows whom to reach.
A key account manager presses Brief me and reads one page on the account before the quarterly call.
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
One record
A name with an e-mail or a phone, given on a call, a chat, a mail, a form or a demo request, becomes a contact with its source on the row.
Verified business addresses at the same domain group into one company, holding its people, deals, tasks and a single shared timeline.
Economic buyer, technical evaluator or champion, read from each person's questions, with the empty chair named while the buyer has not spoken yet.
Open deals, the pipeline and a forecast weighted by stage and health sit above the board, filtered by owner and saved as your team's views.
Set-up
Every call, chat, form or mail carrying a name and an e-mail lands in Contacts & Leads from day one; a CSV import waits in review.
Tell Lisa the kinds of contact you work with, such as end customer, reseller or distributor, and the types of business you sell to.
Keep the deal stages as shipped or rename them, and add fields of your own to contacts, companies and deals.
Run the free trial with no credit card and read every contact captured and every deal opened when the week is over.
Questions & answers
Everyone writing from a verified business address at one domain is grouped into one company record automatically. That record holds the people, the deals, the tasks and one combined timeline, with a deal plan for the account, and your team can edit it or merge two records.
Yes. Each person's role, economic buyer, technical evaluator or champion, is inferred from the questions they asked and shown next to their health and engagement. When nobody has spoken with the economic buyer yet, the company's health line says so.
Every contact carries a score from 0 to 100, and its tooltip explains why it moved. READY TO BUY sorts the people who showed buying signals in the last fourteen days, with the reason printed under each name.
Yes. A deal opens on the first sales signal, such as a demo or a quote requested, and moves forward as the customer acts. The stage history records every move and its reason, and only a person can mark a deal lost.
Only managers, and the log records who ran each export. Imported leads wait in Import review until someone accepts them one by one, and they are never placed on an automatic call list.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Enterprise Groups ›
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 ›


Other software makes you learn it. Zanus AI learns your business.
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