AI CRM
A CRM that remembers everything and forgets no one
Leads, contacts, companies, customers, and pipeline — with AI scoring, summaries, and next-best-actions built into every record instead of bolted on top.
- Every lead answered in under a minute, around the clock
- AI summaries on every record — read 6 months of history in 10 seconds
- Pipelines you configure, rotting-deal alerts you don't have to
- Source-stamped
- every lead arrives with its source attached
- One record
- duplicates flagged and merged at entry
- AI-drafted
- summaries and next actions on every record
Capabilities
Everything inside AI CRM
Capture from everywhere
Web forms, WhatsApp, ad platforms, walk-ins, imports, and API — every lead lands in one queue with source attribution intact.
AI lead scoring
Budget fit, urgency, and engagement combine into a live score with reasons — so your team always calls the right lead first.
Multiple pipelines
Run unit sales and leasing, admissions and renewals — each with its own stages, probabilities, and stage-entry requirements.
Complete timelines
Calls, emails, WhatsApp threads, site visits, and notes in one stream. AI logs what humans forget to.
Duplicate defense
Fuzzy matching flags duplicates at entry and suggests merges — one customer, one record, forever.
Assignment rules
Round-robin, territory, or load-based routing with response-time SLAs and escalation.
AI Inside
Where the AI earns its keep
- AI Lead Qualification runs conversational BANT intake on WhatsApp and web chat
- AI Follow-up keeps polite multi-channel cadences running until a reply or opt-out
- Next-best-action suggestions on every open deal, every morning
FAQ
Common questions
Put your revenue on the AI operating system
Start a 15-day free trial with your industry's modules, or see Selfeey configured for your business in a 30-minute demo.
Full features during trial · Cancel anytime before day 15 · Approval within one business day