AI CRM is a CRM for government agencies that fills itself: every constituent, licensee or business that calls, chats, writes or sends a form becomes a contact, with the whole story on one record. You name the kinds of contact your agency serves, promised calls wait on the TO DO desk, and case decisions stay in your own systems.
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7 days free · per company, never per seat · nothing to install


Contacts
Everyone who leaves a name with an e-mail or a phone, on any channel, lands in one list with where they came from; imports wait in their own tab.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Add the kinds of contact we serve: applicant, licensee, vendor and grantee.”
Lisa“Here is the change: four kinds of contact, applicant, licensee, vendor and grantee, join your list, and one person can hold several. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Government Agencies use it
A licensee who called twice and wrote once is one contact, with both calls and the e-mail on a single timeline, newest first.
Before calling a grantee back, the program officer presses Brief me and reads one page: what was asked, what was sent, what to say next.
A constituent asks to stop receiving notices; one sentence to Lisa pauses every scheduled step for that person until staff resume it.
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 call, a chat, a form or an e-mail with a name and an address becomes a contact by itself, with the channel it came from on the row.
In your citizen contact records, every event on every channel sits on one timeline, so the next staff member reads what was asked and answered before picking up the phone.
Applicant, licensee, vendor, grantee or representative: name the kinds your agency serves, and a person can belong to several at once.
Replies to answer, promised calls and drafts to review sit in one list, with the constituent's local time beside each line.
Set-up
From the first call, chat or form that gives a name and an address, contacts arrive by themselves; a CSV import waits for review.
Tell Lisa the kinds your agency serves and she fills the settings, showing the change before you apply it.
A license number, a program code or a filing date: add fields of your own as text, number, date or choice.
Try it free for 7 days on your own lines and read every contact it captured, with its whole story.
Questions & answers
Yes, as a constituent CRM: the front-office record beside your case systems. It keeps each person's calls, chats, mail, forms, bookings and tasks on one timeline, written by the Front Office as it works, while case files and decisions stay in the systems you already run.
Anyone who gives a name with an e-mail or a phone on a call, a chat, a form or a mail becomes a contact by themselves, with the source on the row. Anonymous chats stay out, and an imported list waits in Import review until accepted.
Managers only. Each export of customer data is logged with its author, and imported contacts are never auto-called, so a list brought in from another office is reviewed before anything reaches those people.
Yes. Add fields of your own to contacts, companies and deals: text, number, date or choice. Tell Lisa the field you need and she shows the change before you apply it.
People with a verified business address at the same domain become one company by themselves, so the owner, the bookkeeper and the office manager of one firm sit in one record with their combined timeline.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Government Agencies ›
Easy setup
Answers & books
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Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
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