Pipeline built around your process
Stages, fields, roles, and approvals that match how your team sells, not a vendor template.
AI System
AI CRM
A sales system built around how your team actually sells, with AI doing the follow-up work.
For sales-led companies whose off-the-shelf CRM cannot handle their pipeline, commissions, or multi-team process, and whose sales data lives outside it.
Reply within 24 hours. First agent, price, and timeline. No obligation.
An AI CRM is a sales platform shaped around your pipeline, with AI that analyzes calls, drafts follow-ups, and keeps records current. Your team approves what goes out, and managers see the real state of every deal.
You need this when
The signs it is time.
- Your CRM only holds half the story and the rest lives in spreadsheets and inboxes.
- Commissions, payments, or deal stages are calculated by hand at month-end.
- Call notes never make it into the record, so follow-ups depend on memory.
- Managers rebuild the pipeline report every week before they can trust it.
- Each team has bent the CRM differently and nobody sees one clear picture.
What we build
Modules, delivered in phases.
Call and meeting analysis
Recorded calls transcribed and summarized, with objections, commitments, and next steps pulled into the deal.
AI follow-ups with approval
Draft emails and tasks generated from the actual conversation. A salesperson approves before anything is sent.
Payments and commissions
Deal value, payments, and commission rules tracked in the same system, so month-end is a report, not a project.
Role-based access
Sellers, managers, finance, and admins each see and change only what they should.
Reporting that managers trust
Pipeline, conversion, revenue, and team activity from one source of truth, updated as work happens.
How it starts
System Blueprint first.
Every AI System starts with a paid System Blueprint ($1,500-$5,000, credited against the build). In one to two weeks we map the current workflow, the first release, user roles, integrations, and risks, then give you a fixed quote for phase one.
Agents that run inside this system: AI Operations Assistant, Finance Operations Agent.
After launch, Managed AI Operations (from $1,000/month) keeps the system and its agents accurate. You own everything we build.
Common questions
Before you start.
How much does an AI CRM cost?
Most AI CRM builds fall between $15,000 and $40,000, delivered in two or three phases. The System Blueprint fixes the scope and price before the build starts.
How long does it take?
The System Blueprint gives you a fixed timeline for the first usable phase before you commit, based on your pipeline, data, and integrations. Later phases add modules such as commissions or advanced reporting once the core pipeline is in use.
What is the System Blueprint?
A paid discovery step ($1,500-$5,000, one to two weeks) where we map your sales process, data, roles, and integrations, then give you a fixed build quote. The fee is credited against the build.
Who owns the CRM?
You do. The code, prompts, workflows, and data are yours, with no per-seat license and no platform lock-in.
Can AI agents keep running after launch?
Yes. Under Managed AI Operations we monitor the agents inside your CRM, keep follow-ups accurate, and add one new workflow each month.
Keep exploring
Related.
The Agent Audit
Get my free Agent AuditScope the system properly.
Start with the free Agent Audit. If a bigger system is the right move, we will recommend a System Blueprint with a fixed price.