A new type of Customer Management System. Chats, leads, pipelines, outreach, tasks, documents, analytics, all driven by AI agents and a Wizard command layer.
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.
All channels, WhatsApp, email, phone, web, in a single AI inbox tied to applications, policies and portfolios. Compliance-ready logging.
Run separate pipelines per product (loan, mortgage, insurance, investment). AI scores applicants, surfaces stalled apps.
Every consultation, signing, review meeting in one calendar, tied to the client portfolio and to your AI.
Website forms, ads, messengers, webhooks, every lead is routed through AI agents that open the conversation instantly. No cold queues. No forgotten contacts.
Wire any external event, payment, booking, form, webhook, into a chained AI sequence. Reactivation, reminders, confirmations, upsells, delivered by agents through the right channel.
Segment clients by product, portfolio size, life stage. AI sends personalized renewal reminders and cross-sell offers.
Wizard is a Claude-grade AI inside your finance CRM. Ask which advisor closes most apps, which renewals are at risk, which channel brings best clients.
Apps submitted, conversion rate, advisor leaderboard, AUM growth, renewal rate, channel ROI. Wizard tells you what to fix.
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 capturing DMs, comments and reactions, every interaction logged as a lead in your CRM.
AI Facebook Messenger agent handling messages, comments and flows, all conversations attached to the CRM contact card.
AI Telegram bot agent for automated replies, support flows, lead generation, and smart Telegram communication.
AI TikTok agent for comments, direct messages, reactions, likes, and automated TikTok communication.
AI voice agent for inbound and outbound calls, phone numbers in 100+ countries, automated call scenarios.
AI calls agent connected to Ringostat for telephony, call tracking, inbound/outbound calls, call analytics.
AI SMS agent for sending, receiving, automating and scaling SMS communication with clients.
AI WhatsApp Business agent for official business communication, automated replies, broadcasts, and sales workflows.
AI WhatsApp personal agent for private chats, personal numbers, and all conversations inside one AI system.
AI website widget agent for sales, support, lead capture, and AI communication directly on your website.
AI Gmail agent for email communication, inbox automation, replies, and AI-powered email workflows.
AI Telegram personal agent for personal chats, group communication, message analysis, and AI chat management.
AI webhooks API agent for connecting any external application, custom API, automation, or AI workflow.
AI Viber bot agent for automated Viber messaging, support conversations, and AI communication flows.
AI Viber personal agent for personal messaging, private chats, and AI-managed Viber communication.
AI OLX agent for managing client messages, inquiries, and sales communication from OLX in one system.
AI Twilio agent for voice, messaging, phone numbers, SMS automation, and global AI communication workflows.
AI Google agent for Google-based communication, integrations, authentication, and AI business automation.
AI iOS chat agent for mobile messaging and push, leads and replies flow directly into your CRM.
AI Android chat agent for mobile messaging and push, every interaction becomes a tracked CRM lead.
Twenty ready-made finance templates, agent accounts and proven scenarios, pre-configured for banks, brokers, insurance and fintech.
Qualifies borrowers and matches them to lenders
Screens loan applications and sends underwriting updates
Qualifies auto-loan applicants and books closings
Quotes plans and handles claim inquiries
Qualifies prospects and books policy consultations
Quotes policies and handles claim inquiries
Qualifies investors and books portfolio reviews
Onboards traders and handles support inquiries
Qualifies high-net-worth clients and books consultations
Books tax-prep appointments and reminds about deadlines
Books financial planning sessions and tracks goals
Qualifies small loan applicants and approves quickly
Qualifies card applicants and handles support
Onboards traders and handles platform questions
Books retirement consultations and tracks contributions
Qualifies business loan applicants and routes to bankers
Qualifies equipment-loan applicants and processes apps
Quotes property policies and handles claims
Quotes travel policies for trips and bookings
Onboards customers and handles digital banking support
Assign clear roles across sales, support, operations and analytics, and power each agent with the skills your CRM workflow needs.
Surfaces the highest-value lead in your CRM right now, ready to be contacted.
Identifies who on your team is closing the most deals and the fastest.
Ranks managers by lead-to-deal conversion rate across the CRM pipeline.
Flags deals that have not moved between CRM stages for too long.
Surfaces every contact waiting on a response, no conversation goes cold.
Identifies the channel delivering the most qualified CRM leads.
Detects the CRM pipeline stage where most deals get stuck or lost.
Analyzes closed-lost deals and extracts the top reasons customers walked away.
Plots revenue, new leads and closed deals over any time window.
Reports how many leads, deals and tasks each manager is handling right now.
Product updates, case studies and fresh scenarios, the platform ships weekly.
New voice module inside AI CRM dials leads, speaks in your brand voice, logs the full transcript to the contact card and auto-creates follow-up tasks.
How a 12-location clinic network cut response time to under 60 seconds, increased conversion of inbound leads and freed up 3 managers, using only AI agents inside CRM.
Plug any personal messenger account into your CRM without a bot. Every DM lands on the lead timeline, AI agents reply, managers take over with one click.
Leave your details, we'll set up a live demo on your channels, with your pipeline and your real leads. No slides, no theory.
Chats, leads, pipelines, calendar, outreach, automations, tasks, documents and analytics, one AI system, one Wizard command layer, zero spreadsheets.