NEW AI Agent CRM with Wizard Control

AI Agent and CRM System for agencies: Clients, projects, deliverables

A new type of Customer Management System. Chats, leads, pipelines, outreach, tasks, documents, analytics, all driven by AI agents and a Wizard command layer.

AI Customer Management System

An AI operating system for customer work

Ten modules. One AI layer. Everything your team needs to find leads, talk to them, close them and never let anything fall through the cracks.

01 / 08
Active Client Chats

One command center for every client conversation

All agency channels, email, Slack, WhatsApp, web form, in a single AI inbox tied to projects, milestones and invoices.

  • Every chat linked to project, account manager and milestone status
  • AI qualifies inquiries, books discovery calls, sends proposals
  • High-value prospects and at-risk projects auto-flagged for partners
Active Client Chats, unified AI inbox with project file
02 / 08
Pitch Pipelines

Pitch pipelines: never lose a client

Run separate pipelines per service line (creative, dev, consulting). AI scores prospects, surfaces stalled pitches.

  • Pipelines per service line, account manager or vertical
  • Pitch-score on every card, stalled-pitch alerts
  • AI proposes next action: case study, follow-up, alternate offer
Pitch pipeline, Kanban view with prospects across stages
03 / 08
Project Calendar

A calendar tied to account managers, projects and milestones

Every discovery call, kickoff, milestone, review in one calendar, tied to the project and to your AI.

  • Day / Week / project / manager views with drag-to-reschedule
  • Meetings auto-attach to the matching client and project
  • AI confirms calls and sends agendas
Project Calendar, week view with managers and milestones
04 / 08
Any source → AI First

Connect every channel. AI replies first to every prospect

Website forms, ads, messengers, webhooks, every lead is routed through AI agents that open the conversation instantly. No cold queues. No forgotten contacts.

  • Capture from forms, LinkedIn, email, ads and API
  • Instant AI reply through email, Personal WhatsApp, Telegram
  • Auto-assign by service line, vertical or account manager
Prospect Outreach, agency lead capture automation
05 / 08
Project Triggers

AI-triggered agency automations

Wire any external event, payment, booking, form, webhook, into a chained AI sequence. Reactivation, reminders, confirmations, upsells, delivered by agents through the right channel.

  • Webhook-driven triggers with named sequences
  • Agent instruction or custom message per step
  • Multi-channel routing, tries until it lands
Project Trigger Outreach, agency event-based AI
06 / 08
Client Outreach

Personal updates for every client segment

Segment clients by project type, account size, stage. AI sends personalized case studies and upsell offers.

  • Segments: active, completed, prospects, by service and vertical
  • AI personalizes by project history, account manager and value
  • Throttled, professional B2B cadence
Client Outreach, AI campaign builder for agencies
07 / 08
Agency Wizard

Your AI agency control layer

Wizard is a Claude-grade AI inside your agency CRM. Ask which service line wins most pitches, which account manager retains best, which channel brings best leads.

  • Ask anything across pitches, projects, clients and managers
  • Wizard creates tasks, sends proposals, tunes account agents
  • Multi-chat history per agency, fully auditable
Agency Wizard, AI control layer for agencies
08 / 08
Agency Analytics

An AI agency control dashboard

Win rate, billable hours, account LTV, manager leaderboard, service line revenue. Wizard tells you what to fix this quarter.

  • KPIs: win rate, billable hours, account LTV, manager productivity
  • AI insights: best lead sources, best managers, lost pitch reasons
  • Export to PDF, Google Sheets or live webhook
Agency Analytics, pitches, projects and revenue
AI Channels for CRM

AI channels wired into your CRM system

Every conversation, every lead, every chat, flowing into one CRM. 20+ AI-powered channels across messaging, voice, email, SMS, personal accounts and custom APIs, unified under one customer record.

AI Instagram Agent

AI Instagram agent capturing DMs, comments and reactions, every interaction logged as a lead in your CRM.

DMs · Comments · Reactions

AI Facebook Messenger Agent

AI Facebook Messenger agent handling messages, comments and flows, all conversations attached to the CRM contact card.

Messages · Comments · Flows

AI Telegram Bot Agent

AI Telegram bot agent for automated replies, support flows, lead generation, and smart Telegram communication.

Bot · Support · Leads

AI TikTok Agent

AI TikTok agent for comments, direct messages, reactions, likes, and automated TikTok communication.

Comments · DMs · Reactions

AI Calls Agent

AI voice agent for inbound and outbound calls, phone numbers in 100+ countries, automated call scenarios.

Inbound · Outbound · 100+ countries

AI Ringostat Calls Agent

AI calls agent connected to Ringostat for telephony, call tracking, inbound/outbound calls, call analytics.

Ringostat · Tracking · Analytics

AI SMS Agent

AI SMS agent for sending, receiving, automating and scaling SMS communication with clients.

Global · 2-way · Automation

AI WhatsApp Business Agent

AI WhatsApp Business agent for official business communication, automated replies, broadcasts, and sales workflows.

Business API · Broadcasts · Sales

AI WhatsApp Personal Agent

AI WhatsApp personal agent for private chats, personal numbers, and all conversations inside one AI system.

Private · Personal · Unified

AI Website Widget Agent

AI website widget agent for sales, support, lead capture, and AI communication directly on your website.

Widget · Sales · Lead capture

AI Gmail Agent

AI Gmail agent for email communication, inbox automation, replies, and AI-powered email workflows.

Inbox · Replies · Workflows

AI Telegram Personal Agent

AI Telegram personal agent for personal chats, group communication, message analysis, and AI chat management.

Personal · Groups · Analysis

AI Webhooks API Agent

AI webhooks API agent for connecting any external application, custom API, automation, or AI workflow.

API · Webhooks · Custom

AI Viber Bot Agent

AI Viber bot agent for automated Viber messaging, support conversations, and AI communication flows.

Bot · Support · Automation

AI Viber Personal Agent

AI Viber personal agent for personal messaging, private chats, and AI-managed Viber communication.

Personal · Private · Managed

AI OLX Agent

AI OLX agent for managing client messages, inquiries, and sales communication from OLX in one system.

Inquiries · Sales · Unified

AI Twilio Agent

AI Twilio agent for voice, messaging, phone numbers, SMS automation, and global AI communication workflows.

Voice · SMS · Global

AI Google Agent

AI Google agent for Google-based communication, integrations, authentication, and AI business automation.

Google · Auth · Automation

AI iOS Chat Agent

AI iOS chat agent for mobile messaging and push, leads and replies flow directly into your CRM.

iOS · Push · Custom

AI Android Chat Agent

AI Android chat agent for mobile messaging and push, every interaction becomes a tracked CRM lead.

Android · Push · Custom
AI Templates for CRM

Ready-made agency templates to launch your business

Twenty ready-made agency templates, agent accounts and proven scenarios, pre-configured for marketing, design, dev and consulting agencies.

Marketing Agency
Marketing Agency
Agencies Marketing

Qualifies leads and books discovery calls

Design Studio
Design Studio
Agencies Design

Qualifies design briefs and books portfolio reviews

Web Development Agency
Web Development Agency
Agencies Development

Qualifies dev projects and books estimates

Mobile App Agency
Mobile App Agency
Agencies Development

Qualifies app projects and books estimates

SEO Agency
SEO Agency
Agencies Marketing

Qualifies SEO leads and books strategy calls

Performance Marketing
Performance Marketing
Agencies Marketing

Qualifies ad-spend prospects and books audits

Content Marketing Agency
Content Marketing Agency
Agencies Content

Qualifies content briefs and books strategy calls

PR Agency
PR Agency
Agencies PR

Qualifies PR briefs and books media-strategy calls

Branding Agency
Branding Agency
Agencies Branding

Qualifies branding briefs and books discovery

Video Production House
Video Production House
Agencies Video

Qualifies video briefs and books pitch meetings

Architecture Studio
Architecture Studio
Agencies Design

Qualifies architecture briefs and books site visits

Interior Design Studio
Interior Design Studio
Agencies Design

Qualifies design briefs and books home consultations

Management Consulting
Management Consulting
Agencies Consulting

Qualifies enterprise leads and books partner calls

HR Consulting
HR Consulting
Agencies Consulting

Qualifies HR consulting briefs and books strategy

Influencer Agency
Influencer Agency
Agencies Marketing

Qualifies brand leads and books campaign calls

Event Agency
Event Agency
Agencies Events

Qualifies event briefs and books planning calls

Translation Agency
Translation Agency
Agencies Services

Qualifies translation projects and quotes turnaround

Photography Studio
Photography Studio
Agencies Creative

Books photo shoots for commercial and weddings

Recruitment Agency
Recruitment Agency
Agencies HR

Qualifies hiring briefs and screens candidates

Full-service Agency
Full-service Agency
Agencies Multi-service

Routes briefs across creative, dev and marketing teams

CRM AI Team

Build an AI team for your CRM

Assign clear roles across sales, support, operations and analytics, and power each agent with the skills your CRM workflow needs.

Agents

Sales Manager
Agency Manager
Closes deals in your CRM
Sales online
9 active tasks
Data Analyst
Discovery Agent
CRM reporting & insights
Analytics online
7 active tasks
Project Manager
Reactivation Agent
Moves leads through stages
Operations online
8 active tasks
Sales Lead
Project Coordinator
Owns the pipeline
Sales online
11 active tasks
CRM Manager
Upsell Recommender
Runs the CRM workflow
Operations online
8 active tasks
CEO Agent
Pipeline Manager
Scores and routes new leads
Sales online
5 active tasks
Brand Marketer
Lead Qualifier
Handles CRM tickets & FAQs
Support online
10 active tasks
Finance Lead
CRM Manager
Never lets a CRM lead go cold
Sales online
6 active tasks
Performance Marketer
Support Agent
Runs personalized sequences
Outreach online
12 active tasks
Web Analyst
Reviews Agent
Books calls, syncs to CRM
Operations online
6 active tasks

Skills

Find the highest-fit prospect
Leads Scoring

Surfaces the highest-value lead in your CRM right now, ready to be contacted.

Find the top-performing account manager
Team Performance

Identifies who on your team is closing the most deals and the fastest.

Find dropped discovery calls
Team Conversion

Ranks managers by lead-to-deal conversion rate across the CRM pipeline.

Find stalled projects
Pipeline Risk

Flags deals that have not moved between CRM stages for too long.

Find clients without a reply
Inbox Follow-up

Surfaces every contact waiting on a response, no conversation goes cold.

Find the best lead source
Marketing Attribution

Identifies the channel delivering the most qualified CRM leads.

Find problem stages in onboarding
Funnel Diagnostics

Detects the CRM pipeline stage where most deals get stuck or lost.

Find reasons for lost pitches
Insights Revenue

Analyzes closed-lost deals and extracts the top reasons customers walked away.

Show sales dynamics
Analytics Trends

Plots revenue, new leads and closed deals over any time window.

Show manager workload
Team Capacity

Reports how many leads, deals and tasks each manager is handling right now.

News & Updates

What's new in AI CRM

Product updates, case studies and fresh scenarios, the platform ships weekly.

Get started

See AI CRM running on your business

Leave your details, we'll set up a live demo on your channels, with your pipeline and your real leads. No slides, no theory.

  • Personalized 30-minute demo
  • AI agent set up on your real channel
  • Deployment plan tailored to your team

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New type of CRM

This is not the CRM
you used yesterday. This is AI CRM.

Chats, leads, pipelines, calendar, outreach, automations, tasks, documents and analytics, one AI system, one Wizard command layer, zero spreadsheets.