Operations
AI-Inferred Stage CRM
Your pipeline updates itself from every conversation.
Leads, contacts, and opportunities all in one place. AI reads conversations, moves each opportunity to the correct stage, records key data, and suggests the next action.
Views
List and Kanban
Stages
Configurable
Updates
Automatic by AI
What's included
Automatic Stages
AI detects progress such as qualification, proposal, or closing.
Opportunity Kanban
Stage view with amounts and responsible parties.
360° Profile
History of all channels, calls, and notes per contact.
Custom Fields
Adapt the CRM to your industry.
How it works
- 01
Lead Enters
From any channel or source.
- 02
Converse
With AI or an agent.
- 03
Updates
Stage, data, and next action.
- 04
Close
And is attributed to its origin.
Use cases
Real Estate
From interest to visit and reservation.
Insurance
Quote, proposal, and issuance.
Education
Application, interview, and enrollment.
See AI-Inferred Stage CRM in action
Book a 30-minute demo focused on this feature.