AI Growth & Sales Pipeline (CRM)
Convert inquiries with 24/7 autonomous AI voice & chat qualification.
A CRM that captures every enquiry from your website and campaigns, follows each person through the right journey, and gives you a website assistant that answers visitors around the clock.
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- Client · Applicant · Intern · Trainee
- Lead journeys
- Text and voice
- Website assistant
- Forms · Chat · Campaigns · Offers
- Lead sources
CRM & Sales
The Problem It Solves
Enquiries arrive from forms, chats, campaigns and referrals, and each channel tends to end up in its own inbox. Follow-up depends on whoever noticed, and marketing spend is hard to connect to the leads it actually produced.
Enquiries in many inboxes
Website forms, chats and applications land in different places, so some are answered late and some not at all.
One pipeline for everyone
A client, a job applicant and a trainee are handled as the same kind of lead, though their journeys differ.
Marketing without proof
It is hard to say which campaign produced which lead.
Visitors who cannot get an answer
Website visitors who cannot find an answer quickly often simply leave.
Promotions run by hand
Offers, coupons and referral rewards are tracked in separate sheets.
Status asked for, not shown
People keep asking where their enquiry stands because they cannot see it.
Without it, and with it
The same everyday work, before and after.
Without it
Each channel has its own inbox.
With it
Website forms, chat, careers applications and offers feed one lead inbox, with the source and campaign recorded.
Without it
Every lead follows the same stages.
With it
Clients, job applicants, interns and trainees each follow their own stages.
Without it
Campaign results are guesswork.
With it
Imported advertising data shows which campaigns produce which leads.
Without it
Visitors wait for a reply.
With it
The website assistant answers from the knowledge base you manage, and conversations are logged for your team.
What it does
CRM & Sales turns every form, chat and campaign click into a tracked record. Leads follow a lifecycle that matches who they are, whether a client, a job applicant, an intern or a trainee, and each stage can be shown back to the person in their portal.
Campaign analytics connect your marketing to the leads it produces, festival offers and a referral wallet help you run promotions, and an AI website assistant answers visitors from the knowledge base you control, by text or voice.
Primary purpose
Capture, qualify, nurture, and convert sales leads and applicant pipelines automatically.
Product tour
A preview of the interface with sample data. Select a screen, then hover or tap the markers.
Create your own automated workspace
Register your company and set up CRM & Sales with the rest of the platform: one sign-in, shared roles and automations that connect your work.
Key features
What you can do with it, day to day.
Lead capture
Website forms, chat, careers applications and offers feed one lead inbox with the source and campaign recorded.
Journeys by lead type
Clients, job applicants, interns and trainees each follow their own stages, from first enquiry to a closed or won outcome.
Dashboards
Status and category charts, a conversion funnel, saved filters, global search and exports.
Campaigns
Import ad-platform data and see which campaigns produce which leads.
Offers and coupons
Run festival offers and coupons, track subscribers and claims and read offer analytics.
Wallet and referrals
A credits wallet with referral rules and campaigns that customers can spend on offers and other services.
Careers pipeline
Job applicants arrive here and flow on to recruitment in HR.
Website assistant console
Configure the assistant, manage its knowledge base and review text and voice conversations.
AI capabilities
What the AI does in and around this product — concretely.
Website AI assistant
Visitors ask questions and get answers drawn from the knowledge base you manage, including your website content. Conversations are logged for your team.
Voice mode
Where voice is enabled and configured, visitors can speak to the assistant, with transcription and spoken replies.
Ask about leads
With AI Intelligence, ask about leads by status, source or period and get a table or chart.
Automation & workflows
How work moves from start to finish without hand-offs and re-typing.
New lead to notified sales
Speed to first contact.
- 1
A visitor submits a form; a lead is created
- 2
A new-lead event fires
- 3
An automation notifies the sales role, or emails a named person
- 4
The lead appears in the inbox with its source and campaign
Won lead to client
Hand-off to delivery.
- 1
The lead reaches a won stage
- 2
Staff link the lead to the client and project it becomes in Projects
- 3
The person sees their stage in the Client Portal
Use cases
Real tasks, real roles.
Inbound enquiry to proposal
A website form creates a client lead; sales moves it from requirement discussion to proposal and negotiation.
Campaign review
Marketing compares ad data with the leads each campaign produced.
Seasonal offers
Run a festival offer with coupons and watch claims and subscribers.
Keep the assistant current
Update the assistant's knowledge base when services or pricing change.
Supported business scenarios
- A services company handling website enquiries
- A training business tracking applicants and trainees
- A marketing team tying campaigns to leads
Benefits & business outcome
What changes for your business.
No enquiry sits in an inbox, sales can see where every lead stands, and marketing can see which campaigns produce leads.
No lead left behind
Every inquiry becomes a record with an owner and a stage.
Right journey for each person
A client, an applicant and a trainee are not forced through the same pipeline.
Marketing you can measure
Campaign data and lead sources sit in the same place.
Always-on first response
The website assistant answers common questions when no one is available.
Who it's for
Business development and sales teams, marketing teams, recruiters and training counsellors who need every enquiry tracked.
Departments
- Sales & BD
- Marketing
- Customer Acquisition
Typical users
- Business Development Manager
- Sales Rep
- Growth Director
Works with
The other products and integration points it connects to.
ElevenLabs
Powers voice transcription and spoken replies when voice mode is enabled.
Frequently asked questions
It answers from the knowledge base and website content you manage, with source references where available. You control that content and can review every conversation.
Request a demo
Ready to put CRM & Sales to work?
Create your company workspace, or ask for a walkthrough with your own scenarios.
- Each company's data is kept separate from every other company's.
- One sign-in and one role model across every product.
- AI and automations that work across the products.