AI CRM is a CRM for SaaS companies that fills itself from every call, chat, e-mail, form and demo: each evaluator becomes a contact, people at one domain become a company, and deals open on the first demo or quote request. The AI infers who is the economic buyer, the technical evaluator and the champion, and your reps keep the decisions.
TRY AI CRM FREENo credit card · Ready in 2 minutesReady to buy? See plans & pricing ›
7 days free · per company, never per seat · nothing to install


Companies
Each customer account is built from a verified business e-mail domain and holds its users, deals, tasks and conversations in one record.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Add a number field called seats requested to every deal.”
Lisa“Every deal will carry a seats requested number field, empty until someone fills it in. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Software & SaaS use it
Three people from one domain ask about SSO, pricing and the API; the company record shows a technical evaluator, a champion and an empty chair.
A deal moves from Demo to Quoted by itself when the evaluator asks for a quote from inside the AI Demo.
Before a renewal call, Brief me writes one page from the story: who asked what, what was sent and what to say next.
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
Records it keeps
A name with an e-mail or a phone given in a chat, a call, a demo form or a mail becomes a contact by itself, with the source on the row.
People with a verified work address at the same domain become one company, with their deals, tasks and the combined timeline in one record.
A demo or a quote asked for opens the deal, and it moves from New toward Won as the evaluator watches, opens the quote or pays.
Each contact carries a health score from 0 to 100 and a tooltip saying why it moved; READY TO BUY sorts the recent buying signals first.
Questions & answers
Any CRM for software companies has to keep up with evaluators who arrive through the chat, the demo form, a call and a trial at once. AI CRM captures each person from every channel, groups them into a company by verified domain and opens the deal on the first sales signal, so the record exists before a rep types anything.
Yes. Each person's role is inferred from what they asked, economic buyer, technical evaluator or champion, and shown beside their health and engagement. If no one has spoken with the economic buyer, the company's health line flags that gap.
Yes. Open deals, the pipeline and a weighted forecast sit above the board, each amount counted by a probability that blends the stage with the contact's health score. The win/loss report reads the lost reasons and the days spent in each stage.
No. The AI opens deals and moves them forward as the evaluator acts, but it never moves a deal back and never marks it lost. LOST is a person's decision, and it asks for the reason.
Yes, as a CSV file. Imported contacts wait in Import review until they are accepted one by one, and they are never auto-called. Only Managers may export customer data, and the log keeps who ran every export.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Software & SaaS ›
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.
Try it free on your own business — no credit card, per company, never per seat.
Ready to buy? See plans & pricing ›
Or call +1 (954) 736-3939 — the AI answers.