Custom CRM AI Assistant & Integration | Boost Sales with AI Workflows

Smarter CRM

AI Features Tailored for CRM Automation

Trained on your sales data and configured to your CRM. You don’t need technical knowledge to start seeing real results.

Auto-Capture Data

AI grabs names, emails, and intent from chats, forms, and calls—then fills your CRM automatically.

Lead Scoring

By analyzing past behavior and engagement, AI highlights leads most likely to convert.

Smart Notes

Summarize calls, emails, or chats into quick CRM updates using AI. No more writing notes manually.

Trigger Actions

AI updates deal stages, sets reminders, or assigns reps based on what customers say or do.

Data Enrichment

Missing info like job titles, company size, & more is auto-filled using existing and public data — thanks to AI.

Deal Monitoring

AI keeps watch on inactive deals, delayed responses, or hot leads and alerts your team when it’s time to act.

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CRM Systems Enhanced

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Countries Served

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Accuracy in Lead Scoring

How It Works

Your CRM AI Setup, Done For You

No tech headaches. No complicated onboarding. Just a custom-built AI system tailored to your workflows.

Book a Free Call

We’ll understand your CRM goals and challenges, then suggest the right AI approach.
We Build & Integrate

Our team handles everything - AI training, logic setup, CRM connections, and data mapping and implementation.
Launch and Optimize

We hand over the system, trained and tested. You can update it anytime with an easy dashboard.

Connect

Book Your Free AI strategy call

Whether you're managing a small team or scaling fast, we help you integrate AI where it matters most — affordably and without tech headaches.

Book A Call Now

Workik AI Code Generator in Action

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Testimonials

Real CRM Impact, Real Results

Jason Kim

Sales Lead

“Before AI, we were missing follow-ups and wasting hours on data entry. Now the CRM just updates itself.”

Priya Narang

Revenue Operations

“We’ve saved over 40 hours a month in admin time. Our reps can now focus on actual selling instead of updating fields.”

Benji Torres

Founder

“Our AI now flags hot leads before our team even logs in. Conversions are up 30% and we’re not guessing who to call next.”

Faq’s

Frequently Asked
Question

What CRMs do you integrate with?

We support integrations with Salesforce, HubSpot, Zoho, Pipedrive, and even custom-built CRMs. If your CRM has an API, we can likely connect to it.

Do I need a tech team to manage the CRM AI system?

Nope. We handle the setup, integration, and training. Once live, you can make updates yourself using a simple dashboard. No ongoing dev work required.

How does AI get trained on our data?

You can share documents, call transcripts, past chat logs, export your CRM history, or connect databases. We use that data to train AI on how your team works and talks.

Will I have full control over the CRM AI system?

Yes. You’ll own the code, workflows, and logic. You’re free to make changes, scale it, or move it anywhere - no vendor lock-in.

What happens if our CRM workflows change?

No problem. Since you own the code and configuration, the AI can be easily retrained or modified to match any new processes or goals.

Is the AI secure and compliant with data privacy standards?

Absolutely. We follow strict data handling practices and can tailor your setup to meet GDPR, CCPA, or any compliance requirement your team has.

How long does it take to launch?

Most CRM AI setups are ready within 1–3 weeks, depending on the complexity of your workflows and system.

Turn Your CRM Into a Smart Sales Engine

Stop losing time to data entry, missed follow-ups, and clunky workflows. Let AI take over the busywork while your team focuses on closing deals.

Get Started Today

Full Code Ownership
Built Around Your CRM & Workflows
Cost-Efficient, One-Time Setup

Empowering Businesses With Custom AI Chatbots & AI Solutions

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Get In touch

Need Support?

support@addbot.ai

AI That Works Inside Your CRM