Customer Care & B2B Sales
AI Customer CRM
Every customer conversation, follow-up and order in one timeline — and nothing forgotten.
A CRM for teams that sell and support over the phone and WhatsApp. Customers, interactions, follow-ups and B2B orders live together alongside live purchase history, and automation makes sure every promised call actually happens.
AI inside
How AI powers Customer CRM
AI and automation take on the repetitive, error-prone work — so your team can focus on decisions and customers.
Automated follow-up reminders
Due and overdue follow-ups trigger reminders to the team by email and WhatsApp, so no customer promise slips.
Customer 360 in one view
Every call, visit, order, claim and purchase — pulled live from inventory — on a single timeline before you pick up the phone.
AI conversation summaries
Long customer histories condensed into a short brief with a suggested next step for the executive.
Features
What Customer CRM does for you
Teams & zones
Admin, Team Lead and Executive roles scoped by zone, with bulk reassignment when teams change.
Interaction timeline
Calls, visits, messages and notes are append-only, so the history can be trusted when it matters.
Follow-ups that happen
A daily view of what is due and overdue, with reminders sent automatically.
B2B order workflow
Enquiry to delivery in gated stages, a secure confirmation page for the customer, and separation of duties between sales, accounts and dispatch.
Claims & returns
Buyers report damage with photos, accounts decides, and stock and credit notes flow back through inventory.
Reports & audit
Team performance, pipeline and a full audit log of who changed what, and when.
Modules
Everything included
Integrations
Works with
Deployment
- Cloud (managed) — We host, secure, back up and update it. You just log in.
- Dedicated server — Your own server and database, for data isolation or scale.
- Your brand — Your logo, domain and colours — for your team or your customers.
See it live
Book a demo of AI Customer CRM
We’ll walk you through Customer CRM and its AI features using scenarios from your own business, and answer questions about setup, data migration and pricing.
- A 30-minute guided walkthrough
- Your questions answered by the people who build it
- A clear recommendation — even if it’s not us
The suite
Works even better with
AI E-commerce Platform
D2C storefront with smart catalogue cleanup, size-and-fit recommendations and orders that flow straight into inventory.
Smart catalogue intelligence · Size & fit recommendationsAI Inventory Management
Multi-warehouse stock, marketplace orders, purchasing, B2B wholesale and reconciliation — with AI vision that reads stock sheets from a photo.
AI photo-to-data · Smart exception alertsAI Lead Management CRM
Multi-source lead capture, automated routing to partner CRMs with caps and pacing, WhatsApp bots and campaign reporting.
Automated lead routing · WhatsApp enquiry bot