AI CRM

AI CRM's Core Features

• Manage all aspects of your clients in one place.
• Deliver your projects on time and on budget.
• Capture all your leads and opportunities easily.
• Collaboration between your team members easily.
• Automate workflows, processes, campaigns, and customer journeys.
• Project templates to kick-start a new project.
• Clone task to speed your time to action.
• Communicate and collaborate with your team and clients.
• Time tracking for the whole team.
• One tool to replace them all.
• Easily see the progress of your project.
• Break down your project into milestones and tasks.
• Work through your tasks efficiently and intuitively.
• Invoice your clients and accept payments easily.
• Quickly send your clients estimates and proposals.
• Control the resources your team members can access.
• Your team can now easily connect and work from anywhere.
• Advanced time tracking to never miss a minute of time spent.
• Use the helpdesk to provide support for your clients.
• Create engaging articles to easily share information with all stakeholders.
• Accept recurring payments via Stripe using the subscription feature.