NEW AI Agent CRM with Wizard Control

AI Agent and CRM System for local business: Customers, bookings, regulars

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 Customer Chats

One command center for every customer conversation

All channels, Instagram, WhatsApp, Google My Business, phone, web, in a single AI inbox tied to bookings, services and customer history.

  • Every chat linked to customer profile, last visit and service history
  • AI books appointments, sends reminders, answers price/availability 24/7
  • Loyal customers and urgent jobs auto-flagged for owner
Active Customer Chats, unified AI inbox with customer profile
02 / 08
Booking Pipelines

Booking pipelines: never lose a customer

Run separate pipelines per service or staff member. AI scores inquiries, surfaces no-show risks, flags dormant customers.

  • Pipelines per service, staff or location
  • Booking-score on every card, no-show alerts
  • AI proposes next action: rebook, follow-up, win-back
Booking pipeline, Kanban view with bookings across stages
03 / 08
Business Calendar

A calendar tied to staff, services and customers

Every booking, callback, follow-up in one calendar, tied to the customer profile and to your AI.

  • Day / Week / staff views with drag-to-reschedule
  • Bookings auto-attach to the matching customer and service
  • AI confirms appointments T-24h and T-2h via WhatsApp / SMS
Business Calendar, week view with staff and bookings
04 / 08
Any source → AI First

Connect every channel. AI replies first to every customer

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 web, GMB, DMs, phone calls and API
  • Instant AI reply through Personal WhatsApp, Telegram, Voice
  • Auto-assign by service or staff member
Customer Inquiry Outreach, local business lead capture
05 / 08
Booking Triggers

AI-triggered local business 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
Booking Trigger Outreach, local event-based AI campaigns
06 / 08
Customer Outreach

Personal reminders for every customer segment

Segment customers by service type, frequency, dormancy. AI sends personalized service reminders and seasonal offers.

  • Segments: regulars, lapsed, by service type and frequency
  • AI personalizes by service history and last visit
  • Throttled, friendly local-business cadence
Customer Outreach, AI win-back builder for local business
07 / 08
Business Wizard

Your AI business control layer

Wizard is a Claude-grade AI inside your business CRM. Ask which service drives most repeat visits, which customers are about to lapse, which day fills fastest.

  • Ask anything across customers, bookings and services
  • Wizard creates tasks, sends reminders, books slots
  • Multi-chat history per business, fully auditable
Business Wizard, AI control layer for local business
08 / 08
Business Analytics

An AI business control dashboard

Bookings, revenue per service, repeat rate, staff workload, top customers, channel performance. Wizard tells you what to fix.

  • KPIs: bookings, revenue, repeat rate, no-shows
  • AI insights: best services, best staff, churn risk
  • Export to PDF, Google Sheets or live webhook
Business Analytics, bookings, services 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 local business templates to launch your business

Twenty ready-made local business templates, agent accounts and proven scenarios, pre-configured for repair shops, services, fitness and home services.

Plumber
Plumber
Local Home Service

Books emergency calls and routes by ZIP code

Electrician
Electrician
Local Home Service

Books service calls and quotes basic jobs

Fitness Studio
Fitness Studio
Local Fitness

Books trial classes and tracks memberships

CrossFit Gym
CrossFit Gym
Local Fitness

Books WODs and tracks athlete attendance

Yoga Studio
Yoga Studio
Local Wellness

Books classes and tracks membership packages

Personal Trainer
Personal Trainer
Local Fitness

Books 1-on-1 sessions and tracks client progress

Auto Repair Shop
Auto Repair Shop
Local Auto

Books service appointments and quotes repairs

Phone Repair Shop
Phone Repair Shop
Local Repair

Books device repairs and quotes screen jobs

Cleaning Service
Cleaning Service
Local Home Service

Books recurring cleaning and quotes deep cleans

Lawn Care Service
Lawn Care Service
Local Outdoor

Books lawn care and tracks seasonal services

Dry Cleaner
Dry Cleaner
Local Service

Books pickup, delivery and tracks order status

Locksmith Service
Locksmith Service
Local Home Service

Books emergency calls and quotes basic jobs

HVAC Service
HVAC Service
Local Home Service

Books HVAC service and tracks maintenance plans

Pest Control Service
Pest Control Service
Local Home Service

Books inspections and recurring treatments

Pool Service
Pool Service
Local Outdoor

Books pool maintenance and tracks chemical schedule

Handyman Service
Handyman Service
Local Home Service

Books small repairs and quotes basic jobs

Pet Grooming
Pet Grooming
Local Pets

Books grooming appointments and recurring schedules

Dog Walker
Dog Walker
Local Pets

Books dog walks and tracks recurring schedules

Carpet Cleaning
Carpet Cleaning
Local Home Service

Books carpet cleaning and quotes by room count

Moving Company
Moving Company
Local Service

Quotes moves and books trucks by date and crew size

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
Business Manager
Closes deals in your CRM
Sales online
9 active tasks
Data Analyst
Booking Agent
CRM reporting & insights
Analytics online
7 active tasks
Project Manager
Reactivation Agent
Moves leads through stages
Operations online
8 active tasks
Sales Lead
Service Coordinator
Owns the pipeline
Sales online
11 active tasks
CRM Manager
Service 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 most loyal customer
Leads Scoring

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

Find the top-performing service
Team Performance

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

Find no-show appointments
Team Conversion

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

Find stalled inquiries
Pipeline Risk

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

Find customers 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
Funnel Diagnostics

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

Find reasons for cancellations
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.