CRM

A purpose-built CRM that is deeply integrated with your AI agents, campaigns, and communication channels. Every call, message, and interaction automatically enriches contact records — no manual data entry.

Contact Management

Every person who interacts with your system — inbound or outbound — becomes a CRM contact automatically via identity resolution.

• Automatic creation: New contacts are created from inbound calls, messages, form submissions, and campaign dials.
• Identity resolution: Phone numbers are normalized and matched. The same person calling from different formats (+91-98765-43210 vs 09876543210) maps to one record.
• Deduplication: Built-in duplicate detection with merge capabilities.
• Lifecycle tracking: Lead → MQL → SQL → Opportunity → Customer → Churned. Auto-advances based on engagement.
• Lead scoring: 0–100 AI-computed score based on engagement patterns, call outcomes, and behavioral signals.
• Custom fields: Define any field type (text, number, date, select). AI agents auto-populate these during conversations.
• Tags and segments: Organize contacts with tags. Create saved segments with filter rules for targeting.

Engagement Score

Every contact has a rolling engagement score (0–100) that updates after each interaction:

• Computed using exponential moving average across all calls and messages
• Recent interactions weigh more than old ones
• Shared across campaigns — if a contact was engaged in Campaign A, Campaign B knows
• Drives intelligent retry timing and lifecycle progression

Pipeline & Deals

Manage sales opportunities with customizable pipelines:

• Multiple pipelines: Sales, onboarding, renewals — each with custom stages.
• Auto-deal creation: Campaigns create deals automatically when contacts show interest.
• Stage progression: AI detects buying signals and advances deals through stages.
• Revenue tracking: Deal values, expected close dates, win/loss reasons.
• Campaign attribution: Track which campaign generated which deal and revenue.

Timeline & Activity

A unified chronological view of every interaction with a contact:

• Calls (with transcripts, duration, sentiment, outcome)
• Messages (SMS, WhatsApp, email)
• Lifecycle changes
• Deal stage movements
• AI-generated notes and insights
• Field changes with provenance (who/what changed it)
• Campaign touches with engagement scores

AI-Powered Enrichment

After every call, the post-call AI analyzer extracts and saves:

• Contact name (if stated during the call)
• Lifecycle recommendation (lead, MQL, SQL, etc.)
• Tags based on conversation topics
• Custom field values (budget, company size, timeline — whatever you configured)
• Deal signals (create, advance, mark won/lost)
• Follow-up tasks with priority and due date
• Engagement score with factor breakdown

Contact Policies

Rules that govern how and when contacts can be reached:

• Quiet hours: Per-contact timezone-aware calling windows.
• Frequency caps: Max contacts per week across all campaigns.
• DNC enforcement: Contacts on the Do Not Call list are never dialed.
• Consent status: Track opt-in/opt-out per channel (voice, SMS, WhatsApp, email).
• Cross-campaign fatigue: Global daily/weekly touch limits prevent over-contacting.

Companies & Relationships

• Link contacts to companies
• Company-level insights aggregated from all associated contacts
• Domain-level suppression (block all contacts at a company)

Import & Sync

• CSV import: Bulk import contacts with automatic field mapping.
• CRM sync: Two-way sync with HubSpot, Salesforce, and Zoho.
• API access: Full CRUD via REST API for programmatic management.