AI CRM is a CRM for media companies that fills itself: every advertiser, agency buyer, sponsor and subscriber who calls, chats, writes or fills a form becomes a contact with the whole story on one record. Deals open when a package quote or a media kit presentation is asked for and move as the buyer acts, while your traffic and subscription systems keep the orders and the billing.
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Contacts & Leads
Everyone who leaves a name with an e-mail or a phone on any channel lands here with the source and the status, while imported lists wait in their own tab.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Rename the stages to inquiry, media kit sent, proposal, negotiation, signed and lost.”
Lisa“Your deal stages will read inquiry, media kit sent, proposal, negotiation, signed and lost, with every open deal kept at its place. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Media Companies use it
An agency that went quiet after receiving a sponsorship quote shows a lower health score, with the reason in the tooltip.
The sales manager asks Lisa which package quotes have been silent for a week and gets the list with each contact's health.
Before calling a car dealer back, the seller opens Brief me and reads one page: what he asked, what was sent, what to say.
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
The key features run on their own: the phone, the chat, the mail, the forms and the media kit presentations write your customer interactions into AI CRM as they work, so contact management starts before the first sales meeting and nobody has to keep track by hand.
A name with an e-mail or a phone, given on a call, a chat, an advertise form or a mail, becomes a contact by itself with its source on the row, one record across multiple channels.
Calls, chats, forms, quotes, proposals, files and tasks on one timeline, so the seller calling a dealer back sees what he asked the night before.
The AI verifies the buyer's e-mail without sending, visits the website and scores competitor risk, budget and buyer type; a seller can overrule each verdict.
Each advertiser carries a score from 0 to 100 and a tooltip saying why it moved, a plain read of customer engagement, and READY TO BUY sorts the buyers with signals in the last fourteen days.
One request and Lisa writes a one-page call brief from the story: who the buyer is, what was asked, what was sent and what to say next.
The time zone comes from the country, so mail the AI writes to a national agency or a buyer abroad waits for seven to seven in their own time.
Accounts
Advertisers and agencies rarely decide alone: a brand manager, an agency planner and a buyer may all write before one schedule is signed, and the CRM maps who is who.
Planners and buyers with verified addresses at one agency domain form one company record, which you can edit, merge with another or save as a view.
Economic buyer, technical evaluator or champion: the role of each planner or brand manager is read from what they asked, beside their health and engagement.
When nobody has spoken with the brand's decision maker yet, the company's health line says so, and the seller knows whom to reach before the proposal.
The people, the deals, the tasks and every conversation at the agency sit in one record with a deal plan, so a seller who inherits the account reads it in one place.
Save the views each seller works from, such as the agencies one market covers, and merge two company records when one agency shows up under two domains.
Contacts & Leads keeps a blacklist tab beside the end customers, the import review and the companies, for the names your sellers should never work.
Pipeline
Pipeline management for media sales without the weekly update meeting: the deal follows the buyer from the first media kit request to the signed order.
A deal opens on the first sales signal, a package quote or a media kit presentation asked for, named for what started it, with the agency and the person.
New, Qualified, Demo, Quoted, Negotiation, Won and Lost as shipped, or renamed to inquiry, media kit sent, proposal and signed, as a board or a list.
When the buyer watches the presentation, opens the quote or pays the deposit, the deal moves on; the machine never moves one back and never marks it lost.
Open deals, the pipeline and a weighted forecast, each amount counted by a probability that blends the stage with the contact's health score.
The stage history keeps when a deal moved, the move, who made it and why, ready for the Monday sales meeting and the quarterly review.
WON ends the sale and LOST asks for the reason; the win and loss report reads the amounts, the reasons, the stage where deals stop and the days spent in each.
A sales week
Media sales teams feel it in a dozen small moments a week, when the record is already written and the buyer gets a quicker, better customer experience.
Sort by READY TO BUY: the buyers who opened a quote, watched the media kit presentation or replied in the last two weeks come first, each with the reason.
Ask Lisa to brief you on the furniture store that called on Friday and read one page instead of searching three inboxes before you dial.
Ask which sponsorship quotes have had no reply for a week; the list comes back with each contact's health and the follow-up plan running for them.
Tell Lisa to pause all marketing to an agency planner; every scheduled step holds until you resume, and a mail a seller writes by hand still goes out.
Marketing automation as AI Marketing runs it: one campaign to past retail advertisers, filtered by tag or last contact, with every reply landing on the buyer's record.
The tasks sellers created and the TO DO desk of replies, calls due and drafts to review share one list, each line carrying the buyer's local time.
Who is on it
One CRM for publishers and stations can manage customer relationships for the whole building, as long as each kind of contact keeps its own lane.
Advertiser, agency, sponsor or subscriber: you name the kinds your company needs, and one person can be more than one, such as a subscriber who also advertises.
A subscriber's delivery calls, sign-in chats and tickets sit on the same record, so the rep answering the next call knows about the last missed paper.
A note on a contact, such as prefers mail or ask about the holiday package, is read by the AI before every mail it writes to that person.
A list from an upfront event waits in Import review until accepted one by one and is never auto-called; only Managers export customer data, each export logged.
Customer support tickets from AI Tickets and the calls from AI Phone land on the same contact, so the circulation desk and the sales floor read one history.
Marketing campaigns filter by kind of contact, so the summer package goes to advertisers and never to subscribers, and only to those whose consent allows it.
Compared
Choosing the right CRM for a media company starts with how the records get in. The best CRM for a sales floor is the one nobody has to feed; most floors start with a spreadsheet, a traditional CRM the sellers must type into, or separate tools for the phone, the chat and the mail.
| For a media sales floor | A shared spreadsheet | A CRM sellers type into | Phone, chat and mail kept apart | AI CRM |
|---|---|---|---|---|
| A new advertiser | Added when someone remembers | Typed in by the seller | Spread across three tools | A contact by itself: with the channel it came from |
| The agency's people | One row per name | Linked by hand | Unknown to each other | One company record: formed from verified e-mail domains |
| Deal stages | A column edited by hand | Moved when a seller updates | Not tracked | Moved by the buyer's actions: and only a person marks a deal lost |
| Before a callback | Search the inbox | Read the notes, if any | Open each tool | Brief me: one page written from the whole story |
| The forecast | A formula someone maintains | As good as the typing | None | Weighted by stage and health: above the board every morning |
| Customer service history | Another file | Kept in a separate help desk | Scattered across tools | On the same contact: with the calls, chats and tickets |
| Marketing campaigns | Exported lists | An add-on to set up | Sent from personal inboxes | Filtered from the record: and each reply filed on the buyer |
Set-up
There is no CRM system to migrate before the first call: the record starts filling the moment the AI answers.
From the first call, chat, form or mail that gives a name and an e-mail, advertisers land in Contacts & Leads; a CSV of past buyers waits in Import review.
Tell Lisa the kinds of contact you use, from agency to subscriber, and the types of business you sell to, from auto dealers to clinics.
Rename the stages to your sales steps and add fields such as market, daypart, edition or category to contacts, companies and deals.
Start the 7-day free trial, no credit card required, and read every advertiser it captured, every agency it grouped and every deal it opened.
Questions & answers
In a media company, CRM (customer relationship management) is the record of the people who buy your airtime, pages and sponsorships and of the readers who subscribe: who they are, what they asked, what was proposed and where each deal stands. Most CRM software waits for sellers to type it in; AI CRM writes that record from the calls, chats, mails and forms themselves.
Yes, for everything that happens before the order: who asked for the media kit, which agency planner opened the proposal, which sponsor went quiet. Sales teams that keep track of advertisers and agencies in inboxes let deals fall through the cracks. Orders, spots and invoices stay in your own traffic and billing systems; AI CRM keeps the customer relationships and the sales pipeline in front of them.
The CRM features a media sales team leans on every day: every advertiser captured from every channel without data entry, an agency's people kept together, deals opened on the first buying signal, and a weighted forecast with the reasons deals are lost. AI CRM does each of those and shares one record with the phone, the chat, the mail and the forms, so customer interactions are never retyped.
It replaces the typing, not the sellers. A traditional CRM is only as good as what people remember to enter; in AI CRM the contacts, the timeline, the deal stages and the follow-up drafts come from the conversations themselves. Your sales teams keep every decision, from what to propose to whether a deal is lost, which only a person can mark.
Not when nobody has to feed it. Sellers open contact records that are already written, sort by READY TO BUY on Monday morning and ask Lisa in plain words for a brief or a list. Learning it is a short walk through the board and the contact page, and the 7-day free trial, no credit card required, lets the team try it on its own advertisers first.
It is not a social CRM: it does not read, post or track social media interactions. What it keeps is the conversation that follows, when a buyer who saw your post calls, chats, writes or fills the advertise form and becomes a contact with that channel as the source. Every later message joins the same record, so a sale begun on a post is followed from the first conversation.
Yes. People with verified addresses at one domain form a company record by themselves, so an agency's planners and buyers sit together while each brand keeps its own company. Roles such as economic buyer or champion are inferred from what each person asked. Advertisers and agencies stay on separate company records even when one campaign brings both to your sellers.
Yes, as their own kind of contact. You name the kinds you need, such as advertiser, agency, sponsor and subscriber, and a subscriber's customer service calls, chats and customer support tickets sit on their record. Subscription billing stays in your circulation system; the CRM keeps the conversations, so the next rep reads about the last missed paper before answering.
For the deals the front office handles, yes. Above the board sit the open deals, the pipeline and a weighted forecast that multiplies each amount by a probability blending the stage with the contact's health score. The win and loss report shows where deals stall and why, for the sales manager's pipeline management; the ad campaigns themselves are scheduled in your own systems.
By themselves. Anyone who leaves a name with an e-mail or a phone on a call, a chat, a web form, a mail or a media kit presentation request becomes a contact with the source on the row. Lead generation stays with your marketing and sellers; every lead reaching your lines lands here, and a trade show list waits in Import review until accepted one by one.
Yes. Add your own fields to contacts, companies and deals, as text, a number, a date or a choice, and rename the stages to match the sales process your floor already runs, from inquiry to signed. Lisa shows the new fields before and after and applies them when you agree, so the CRM system fits how you sell rather than the other way round.
With AI Phone, each advertiser call the AI answers lands on that buyer's timeline with its transcript and summary. Recording ships switched off; once you turn it on, each call keeps its recording and transcript in the call register, and the AI can warn callers that the call may be recorded. Calls your sellers take themselves are written too with AI Calls Transcripts.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
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