Tech Background
Agentic Workspace

AgenticCRM AgenticCRM

The single-window workspace where autonomous AI agents qualify leads, draft proposals, and update pipelines while your team focuses on closing.

workspace / B2B Sales
Live Sync

How can I help your business?

Your AI Assistant is ready to analyze pipelines, draft emails, and execute tasks.

Mission Control
aiCRM dashboard with AI assistant
Chat Workspace
aiCRM chat workspace
Pipeline View
aiCRM deals kanban
15+

Hours Saved / Week

Zero manual data entry. Agents extract and log every detail automatically.*

<2m

Lead Response Time

AI qualifies inbound leads 24/7, booking meetings while you sleep.*

100%

Pipeline Accuracy

Because the AI manages the stages, your sales forecasts are never outdated.*

* Based on aggregated data from 50+ B2B service teams migrating from legacy CRM systems.

Trusted by forward-thinking teams

HexaCorp
Eclipse
Autonomous AI Execution

Watch them work.

Agents do the heavy lifting. Watch them intercept a lead, enrich company data, draft an outreach email, and update the Kanban board.

Agentic
Orchestrator
Agentic Paradigm

How the AI Acts

Traditional CRM is just a database you feed manually. aiCRM is a team of digital workers that execute your sales playbook autonomously.

01

Autonomous Research

When a new email arrives, the agent doesn't just log it. It silently scrapes the company's website, identifies decision-makers, and enriches the lead card before you even see it.

02

Action Execution

Agents are granted tools. They can draft emails, schedule calendar events, and transition deals through Kanban stages based on the sentiment of the client's replies.

03

Self-Correction

If a client says "Let's pause until Q3", the agent intercepts the intent, cancels the immediate task, updates the deal stage to 'Deferred', and sets a smart reminder for September.

Data
Business Processes

Self-Driving Sales Pipelines

Phase I
Lead Capture
AI intercepts Web Chat
Phase II
AI Qualification
Bot handles initial Q&A
Phase III
Human Handoff
Rep closes the deal
Phase IV
Auto Invoice
AI generates docs

NOTE: Your sales reps enter the loop only at Phase III. The CRM agents autonomously manage the pipeline stages based on conversational context.

Use Cases

Hire a digital closer.

It doesn't just manage data. It actively moves deals forward across different business models.

Scenario I / B2B Enterprise

Complex Cycle Nurturing

B2B sales take months. The Agent reads email threads, identifies blockers (e.g., 'Legal review pending'), marks the deal 'At Risk', and drafts a gentle follow-up proposing a call with the legal team.

Human Action
Zero Follow-up prep
AI Action
Drafts strategic email

Scenario II / High-Volume Services

Instant Qualification

Receiving 100s of DMs daily on Instagram/WhatsApp? The Agent chats with leads, asks qualifying questions (budget, timeline), weeds out spam, and only forwards 'Hot' leads to human reps.

Human Action
Stop answering spam
AI Action
Books meetings 24/7
Agentic Modules

The Neural Architecture.

Neural Omnichannel Chat

It's not just an inbox. The AI sits between your team and the client across WhatsApp, Telegram, and Email. It reads every message, extracts data silently, and suggests replies directly in the input field.

Doc Gen Engine

Agent auto-generates Proposals and NDAs by merging chat context into your templates.

Knowledge Sync

Upload PDFs. The Agent uses them as a brain to answer deep technical client questions.

Deployment

Deploy in Minutes

We respect your time. Forget endless implementation cycles.

1

Connect Channels

Link your team's communication streams in one click.

2

AI Analyzes Context

The agent reads history and structures client profiles instantly.

3

Focus on Growth

Team stops typing, starts selling. Dashboards populate automatically.

Investment

Radically simple pricing

Start for free. Upgrade to Pro when your agentic workflow scales.

Starter

For solo founders and small teams validating their flow.

$0 / forever
  • Up to 3 users
  • Basic AI Data Extraction
  • Unified Chat Workspace
Demo
Scale Tier

Pro

Full autonomy. Delegate manual sales operations to AI agents.

$29 / mo per user
  • Autonomous Action Agents
  • Custom Knowledge Bases
  • Document Generation
  • Priority API Access
Open Demo
Roadmap 2027

The Future of Agentic Sales

We are continuously expanding the boundaries of autonomous CRM. Here is what's dropping next quarter.

Omnichannel Integrations

Q1 '27

WhatsApp Business API

Direct agent communication via WABA. The AI parses incoming WhatsApp messages and updates stages automatically.

Q1 '27

YCLIENTS Native Sync

Fast onboarding for beauty and service SMBs. Two-way sync for bookings, visits, and customer history.

Q2 '27

Real Email Infrastructure

Native integration with SendGrid/Mailgun to convert agent drafts into executed email campaigns instantly.

Agency & Pro Layer

Visual Scenario Editor

Pro

Customize autonomous behaviors. Build deterministic workflows and complex follow-up cadences without writing prompt code.

Memory Browser

Agency

Complete transparency into what your agent remembers. Edit context packs and bounded memory constraints manually.

Prompt Compiler

Agency

For integrators and agencies: manage behavior configuration for multiple client workspaces simultaneously.

Run Center & LLMTrace

Pro

Full diagnostic telemetry. Audit every AI decision, control API budget limits, and debug agent logic instantly.

Support

Frequently Asked Questions

Does the AI hallucinate or promise things we don't offer?
No. Our agents are strictly bounded by the Knowledge Base you provide. If a client asks a question the agent doesn't know the answer to, it will gracefully escalate the conversation to a human rep rather than guessing.
How secure is my CRM data?
We use SOC2-compliant infrastructure and AES-256 encryption. Your conversational data is never used to train public foundational models. We offer dedicated private instances for Enterprise clients.
Do I need technical skills to build agentic workflows?
Not at all. You just write instructions in plain English, upload your PDFs, and the Orchestrator configures the necessary API connections automatically. It's a true zero-config setup.
Can it connect to our existing ERP?
Yes. The Pro tier includes priority API access and pre-built connectors for SAP, Oracle, and Postgres databases. The AI can execute SQL queries to fetch real-time inventory or pricing data.
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