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 product channels, in-app chat, email, Slack, WhatsApp, in a single AI inbox tied to accounts, trials and usage data.
Run separate pipelines per plan, segment or use case. AI scores trials, surfaces stalled accounts, suggests activation step.
Every demo, onboarding call, QBR, renewal review in one calendar, tied to the account 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 accounts by plan, usage, expansion potential. AI sends personalized expansion offers and feature highlights.
Wizard is a Claude-grade AI inside your SaaS CRM. Ask which feature drives most conversion, which accounts are about to churn, which segment to focus on.
MRR, ARR, trial conversion, NPS, CSM leaderboard, expansion rate, churn. Wizard tells you what to fix this sprint.
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 SaaS templates, agent accounts and proven scenarios, pre-configured for B2B SaaS, productivity tools, fintech and developer products.
Qualifies trial signups and books product demos
Onboards trials and tracks team activation
Qualifies leads and books strategy demos
Onboards new accounts and tracks first-campaign sent
Qualifies HR teams and books platform demos
Onboards businesses and helps connect bank accounts
Onboards merchants and helps launch first store
Qualifies developers and books integration calls
Qualifies support teams and books platform demos
Qualifies data teams and books analytics demos
Onboards teams and tracks collaboration adoption
Qualifies security teams and books risk assessments
Onboards trials and tracks first-upload events
Onboards teams and helps host first meeting
Onboards writers and tracks first-content generation
Onboards schools and helps build first course
Onboards HR teams and helps import employee data
Onboards retailers and helps connect POS
Onboards venues and helps configure availability
Routes trials across multiple product lines
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.