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ALL-IN-ONE AI CRM
Convert & Automate Sales 24/7
Sales –
Company Research,
Lead Scoring, Calendar Sync, Email Sync & Dialer
Marketing–
AI Campaigns, Email Drips, and Bulk Direct Emails
& Performance Tracking
AI–
Copilot, AI Cadence, Hyper-personalization, AI Agent & AI
Chatbot
Demand Gen
– Chrome Extension, B2B Database, Lead Enrichment, Email and Phone finder & Multi
Channel Cadence
Revolutionize your workflow with AI-powered tools for smarter customer
management. Automate emails & enrich leads. Try it free for 14 days
Feature-Rich Suite
Why Choose CRM.io for CRM Software?
CRM.io is an all-in-one CRM with a user-friendly interface and customizable features that streamline
workflows, boost
productivity, and empower businesses of all sizes to succeed and grow effectively.
Contacts
Manage and organize all
your
leads and
customers
effortlessly in one centralized database. Quickly import, enrich, and
segment contacts for targeted outreach.
Deals
Track your sales pipeline
with intuitive deal
management. Monitor progress, update deal stages, assign tasks, and close
more sales efficiently.
Documents
Store, share, and manage
all
sales-related documents
securely. Access contracts, proposals, and files anytime to keep
your team aligned.
Companies
Maintain detailed profiles
of your client companies
with contact info, activities, and deal history — all in one place
for better account management.
Dialer
Built-in SIP/Twilio dialer
lets you make calls directly
from crm.io. Log calls automatically, set reminders, and boost
follow-up efficiency.
Lists
Build and organize precise
contact lists to target the right audience for every campaign, ensuring your
message reaches
those who matter.
AI-Powered Campaigns
Automate and optimize your
outreach with AI-driven email and multi-channel campaigns. Craft personalized
sequences that
adapt to customer behavior for higher engagement and conversions.
Templates
Use professionally
designed,
customizable templates to create consistent, compelling emails quickly — powered
by AI
suggestions to boost effectiveness.
B2B Database
Explore a rich, up-to-date B2B
database with verified contacts and companies to fuel your lead generation
efforts.
Access a rich, up-to-date
Access verified, high-quality prospects to optimize your lead generation,
ensuring accurate, targeted, and successful
outreach.
Phone Search
Quickly access verified
phone numbers to connect with prospects faster and enhance your outreach
success.
Instantly find accurate,
verified phone numbers to streamline communication and increase your chances of
successful
connections.
Chrome Extension
Effortlessly capture leads and enrich contact
data directly from your browser using our user-friendly Chrome extension.
Streamline lead capture and enrich contact
details directly from your browser with our simple, efficient Chrome
extension.
Pricing
Affordable AI-Powered CRM Plans for Every Business Size
Drive smarter workflows and build stronger customer relationships with flexible, AI-powered CRM
plans — designed to
scale with your team, adapt to your goals, and fuel long-term growth.
Why
CRM.io for Your Business?
Centralize Business Operations Manage all your sales, marketing, and customer data in one
platform. Ensure streamlined workflows and simplified decision-making for your team.
Improve Productivity:
Automate repetitive tasks like follow-ups, reminders, and email scheduling. Allow your
team to focus
on building relationships and closing deals.
Drive Smarter Decisions: Gain
valuable insights with AI-driven analytics and real-time reports. Customize dashboards
to
highlight the metrics that matter most to your business.
Enhance Customer Engagement:
Track customer interactions across channels, nurture leads effectively, and create
personalized experiences for long-term relationships.
Scale Seamlessly: Use
flexible tools and integrations to support your growth, adapting to your evolving
business needs and
helping you stay ahead of the competition.
CRM.io GPT: AI-Powered Voice and Chat Assistant for Sales Teams
Automate your sales tasks with CRM.io GPT, an
AI-powered voice and chat assistant designed to streamline data management
and boost productivity.
Text & Voice Support
Interact with the AI Agent via chat or voice to
automate data entry, updates, scheduling, and CRM tasks.
WhatsApp Integration
Send messages, manage communications, and
automate personalized outreach through WhatsApp directly within the CRM.
Effortless Data Entry
Easily update CRM data through voice or text
commands, eliminating manual input and saving time.
Perform CRM Actions via AI
Deliver personalized customer experiences with
the AI Agent.
Use the AI Agent to manage contacts, schedule calls, and generate reports seamlessly with voice or
text commands.
Research, bulk import leads, find emails and phone numbers, use AI to find the best leads with matching
scores, and automate outreach—all in one powerful tool designed to streamline your
sales workflow.
Chrome & Edge Extension
Install our simple, secure extension to view real-time AI lead scoring with pros
and cons directly on LinkedIn Sales Navigator. Effortlessly import leads into
your CRM with just
a few clicks.
AI Lead Scoring on the
Fly
Use AI to find the best leads with real-time
scoring, helping you prioritize prospects based on their potential fit.
Automated Emails &
WhatsApp
Send personalized emails and WhatsApp
messages automatically using built-in Gmail and web WhatsApp, saving time on
manual outreach.
Lead Import from
Websites
Capture leads from any website seamlessly
with one-click integration, bringing potential customers directly into your CRM.
Automatic Contact
Discovery
Automatically find phone numbers, emails,
and leadership information for leads on websites you visit.
Bulk Lead
Import
Quickly import multiple leads from LinkedIn or any website, including leadership
teams,in one click. Enrich profiles automatically with contact details like
email addresses and
phone numbers to streamline your sales pipeline.
AI CADENCE
Personalize and Automate Follow-Ups Across Channels with AI
Streamline your communication processes with the advanced automation capabilities of our AI-powered
CRM. AI Cadence ensures timely, hyper-personalized communication across multiple
channels, helping you engage leads more effectively while optimizing your outreach strategy.
AI-Driven Cadence Steps
Analyze leads to determine the next best steps in the cadence, dynamically optimize
follow-ups, and boost conversions with smarter decisions.
Multi-Channel Support
Engage leads seamlessly across email, WhatsApp, text messages, and LinkedIn. Centralize
all communication workflows in one platform for maximum efficiency.
Hyper-Personalized Messaging
Send tailor-made messages for every lead,
personalized to drive the best engagement and ensure higher response rates.
Rate Limits
Set optional rate limits to control the number of
messages sent daily, ensuring compliance and avoiding overloading your leads.
Advanced Scheduling
Schedule communication at optimal times, skipping
weekends or setting behavior-triggered actions to maximize impact.
Workflow Automation
Automate and integrate actions across platforms, triggering follow-ups through emails,
WhatsApp, text, or LinkedIn as part of a seamless cadence.
AI Email Bot
Automate Email Responses with AI-Powered Efficiency
Streamline your email management with CRM.io's AI Email Bot. Effortlessly respond to emails, detect
sales opportunities, and follow up with leads—all while adhering to customizable rules
and playbooks.
Respond to Emails
Automatically
Save time by letting the AI craft intelligent responses to incoming emails.
Ensure quick and accurate communication with leads, customers, and team
members.
Easy Setup with
Gmail Integration
Get started in minutes by integrating seamlessly with your Gmail account.
Experience hassle-free onboarding with a plug-and-play approach.
Detects Sales and
Non-Sales Emails
AI classifies emails based on their context, identifying sales-related
messages and prioritizing responses to maximize your opportunities.
Timely Follow-Ups
Keep leads engaged with scheduled and intelligent follow-ups. Customize
follow-up cadences to suit your sales pipeline and communication strategy.
Automatic Calendar Sharing
Automatically send your calendar link in response to scheduling requests,
making it easy for customers and clients to book meetings with minimal
effort.
Customizable Email Playbooks
Set up multiple email accounts and define rules with ease. Use playbooks to
manage various email workflows, enabling personalized and context-aware
automation for different
scenarios.
AI Telephony
AI
Telephony
Application
Handle calls smarter with CRM.io's AI-powered telephony system, offering real-time transcription,
actionable
recommendations, and seamless call management.
Manage Calls Seamlessly
Simplify call handling with AI-powered assistance. Route
calls efficiently, manage incoming and outgoing communication,
and ensure no lead or customer is missed.
Real-Time Transcription
Get live call transcriptions to capture every detail of
the conversation. Enhance productivity by turning voice
interactions into text that’s easy to review and share.
AI-Driven Recommendations
Leverage CRM.io AI to listen to calls and provide
actionable recommendations in real-time, helping you address customer
concerns and close deals faster.
Cross-Platform Availability
Access the telephony application on Mac, Ubuntu, and
Windows. Ensure consistent performance across devices to support
remote and hybrid teams.
Call Recording and Insights
Record calls for compliance, training, or reference
purposes. Analyze conversations post-call to uncover trends, improve
communication strategies, and enhance team performance.
LinkedIn Automation
Generate and Enrich Leads with LinkedIn Automation
Unlock the full potential of LinkedIn with powerful automation tools that simplify lead generation and
engagement.
Bring Leads from LinkedIn
Automatically extract leads from LinkedIn profiles, company pages, or search results
to build your prospect list
effortlessly.
Match Scores
Use AI to score LinkedIn leads based on predefined personas, helping you prioritize
high-value prospects and streamline
outreach.
Lead Enrichment
Enrich LinkedIn profiles with valuable contact information, including emails, phone
numbers, and professional details,
for a complete lead profile.
Bulk Import
Import multiple LinkedIn profiles in one go, saving time and enabling faster
pipeline building for your sales team.
Seamless Integration
Integrate LinkedIn Automation with CRM.io, including full support for LinkedIn Sales
Navigator, to centralize all lead
data, manage workflows, and drive more targeted campaigns.
Retrieve Leadership Insights with AI
Access accurate leadership details instantly with AI-driven insights. Retrieve key
information about company leaders,
empowering your strategies and fostering better decision-making with ease.
Enhance,
Verify, and Validate Leads with Lead Enrichment
Enhance your lead data with advanced enrichment tools to find and verify emails, discover phone numbers,
and unlock
actionable insights for better outreach.
Email Discovery and Verification
Find accurate email addresses for your leads and verify
them instantly to ensure deliverability and effective
communication.
Phone Number Finder
Locate reliable phone numbers for prospects to connect
directly and increase engagement rates.
Real-Time Enrichment
Automatically update and validate contact information
in real time to maintain data accuracy.
B2B-Database
Built-in
120M
Database
Tap into an expansive 120M contact database, enriched with verified details and actionable insights to
elevate your
sales strategies.
Comprehensive Contact Records
Gain instant access to a vast library of accurate,
up-to-date contact details to drive lead generation.
AI-Powered Insights
Analyze contact data for trends, preferences, and
engagement opportunities, ensuring smarter decision-making.
Enhanced Lead Targeting
Identify high-potential leads with advanced filtering
and segmentation capabilities.
Multi-Channel Outreach
Leverage the database for targeted campaigns across
email, WhatsApp, and LinkedIn.
Real-Time Updates
Stay ahead with dynamically updated contact information
to ensure relevance and accuracy.
Boost Sales Productivity
Shorten sales cycles by equipping teams with pre-verified leads and data-driven insights.
AI Campaigns
Send Hyperpersonalized Emails
Enhance your marketing with our AI-powered CRM's unique feature: AI Campaigns. Send
hyperpersonalized emails that stand out in the industry and drive engagement like never before.
Detailed Customer
Segmentation
Our AI segments your audience by analyzing customer data, targeting
individuals with tailored, relevant email content based on preferences and
behavior.
Dynamic Content
Creation
Empower your sales team with dynamic,
real-time email content, delivering personalized product recommendations,
offers, and greetings.
Behavioral Triggers
Empower your sales team with AI-driven triggers, sending timely follow-ups,
cart reminders, and product suggestions based on customer behavior.
Subject Line
Optimization
Boost open rates with AI-powered subject
lines, crafted from past performance and customer feedback to entice
recipients.
Content Personalization
Customize emails with hyperpersonalization, tailoring text and images to
individual customer data for improved engagement and conversion rates.
Blogs
AI-Powered CRM for Business Growth and Efficiency
Discover how AI-driven CRM tools transform customer management, automate tasks, and optimize
workflows to scale your
business effortlessly.
Explore the transformative power of AI agents in CRM operations, automating tasks,
boosting accuracy, and
paradigm-shifting customer experiences in a way that’s downright effortless.
Streamline CRM management with groundbreaking AI-driven text and voice input solutions
that enhance efficiency
and
customer engagement, making workflows smoother.
Sales CRM software designed to help salespeople track their activities, prospects, and
leads. Assign tasks to team
members, generate reports, and more.
Learn about the benefits of CRM software that
include increased sales and marketing efficiency, efficient lead
management and customer data tracking and many more.
Enhance your productivity and streamline your workflow with our powerful browser extension,
featuring Robotic Process
Automation (RPA) integration. Designed to work seamlessly with platforms like LinkedIn,
ZoomInfo, Apollo, Lead411, and
more, this feature automates redundant tasks, enabling you to gather information and engage with
your network
effortlessly.
Expand horizons with our 50+ integrations, seamlessly connecting your tools for ultimate efficiency.
Join Our Webinar: Scale
Effortlessly with CRM.io!
Discover how CRM.io's AI-driven
solutions can
streamline your Customer Support, Sales, and Marketing operations. Dive
into automation strategies that Fortune 500 companies use to enhance productivity and engage
customers seamlessly. Learn
how CRM.io's tailored AI tools, intuitive contact management, and powerful data enrichment can help
your business
thrive.
Frequently asked questions
Our CRM is powered entirely by AI, offering unique features such as an AI Agent for effortless
data entry, AI-driven marketing campaigns, comprehensive automation, a built-in 120M
database, email verification, a robust telephony application with live transcription, and an
advanced browser extension with extensive support for LinkedIn Sales Navigator.
The AI Agent, powered by Kong.ai, allows sales teams to access and enter CRM data from anywhere
using voice and chat commands. It helps streamline workflows by performing nearly all CRM
actions through conversational inputs.
Yes, the AI Agent can be accessed and used from
any location, enabling remote work functionality.
AI Campaigns utilize artificial intelligence to send hyperpersonalized email campaigns. This
feature analyzes customer data for detailed segmentation, dynamically creates personalized
content, and optimizes delivery based on behavior and engagement patterns.
Absolutely. The AI Campaigns feature uses AI to tailor email content specifically for each
recipient, ensuring high relevance and engagement.
Our CRM automates WhatsApp messages, Emails, and LinkedIn invites. This includes sending
personalized messages, follow-ups, and engagement tasks automatically based on predefined
triggers and schedules.
Yes, you can set up behavioral triggers to automate various types of communications, ensuring
timely and contextually relevant interactions.
AI Cadence automates communication sequences based on timing and recipient behavior. It ensures
that your sales and marketing outreach is consistent and personalized, helping to nurture
leads and maintain customer engagement.
Yes, AI Cadence supports multi-channel outreach,
enabling you to engage contacts via email, WhatsApp, LinkedIn, and more.
Our Telephony Application allows for seamless calling, live transcription of conversations, and
integration with any telephony provider. This ensures that all voice communications are
recorded and transcribed in real-time.
During a call, the Telephony Application transcribes the conversation in real-time, providing a
text record that can be reviewed and referenced immediately after the call.
The built-in 120M database is a vast repository of contact records, providing comprehensive
information such as names, job titles, company data, and more. This database supports
extensive contact discovery and lead generation.
You can use advanced search and filtering options
to identify and target potential leads that match your ideal customer profile.
The Email Verifications feature checks the accuracy and deliverability of email addresses in
real-time, ensuring that your emails reach valid recipients and reducing bounce rates.
The Email Finding feature uses AI to locate and append email addresses for your contacts. It
helps complete missing information and ensures your database is always up-to-date.
The browser extension allows for the automatic downloading of contacts from LinkedIn Sales
Navigator without the need for additional software. This makes data collection seamless and
efficient.
Besides LinkedIn Sales Navigator, the browser extension also supports platforms like ZoomInfo,
Apollo, Lead411, and more. It automates the scraping of information and various engagement
tasks.
Yes, the extension includes customizable settings for data download, engagement tasks, and
automation rules to fit your specific needs.
CRM Co-pilot helps you streamline lead management by automating lead capture, communication, and
scoring directly within your browser.
CRM Co-pilot allows you to scrape leads from LinkedIn and LinkedIn Navigator for both single and
bulk operations, making it easier to gather prospect details quickly.
Yes, you can send personalized emails and WhatsApp messages automatically using the extension’s
built-in Gmail and WhatsApp integration.
CRM Co-pilot allows bulk lead scraping but
focuses on individual message personalization for quality outreach.
AI Lead Scoring evaluates and scores leads in real-time, allowing you to prioritize prospects
based on how well they fit your target criteria.
Yes, CRM Co-pilot captures and imports lead data
from any website, helping you expand your prospect list easily.
By automating lead capture, communication, and scoring, CRM Co-pilot enables you to focus on
high-value activities and close deals faster.
CRM Co-pilot follows standard security protocols
to keep your lead and CRM data safe during use.
Customer Success Stories: Real Results with Our AI-Powered CRM
Discover how leading companies leverage CRM.io to automate customer interactions, optimize sales
processes, and drive
revenue growth.
The AI Agent in CRM.io has transformed how we handive sales tasks. No more manual
data updates or endivess
follow-ups—voice commands and intelligent automation keep everything running
smoothly. It’s a true game-changer for our
sales team!
Sarah J
Sales Manager at Tech Solutions
The B2B Database has been a goldmine for our outreach campaigns. With access to
verified leads and actionable insights,
our team can now target prospects with precision and close deals faster than ever
before.
CHRISTIAN BJERRE NIELSEN
CPO at uQualio
CRM.io’s Copilot extension is fantastic! Managing leads and deals directly from my
browser has saved me so much time.
Plus, the integration with LinkedIn Sales Navigator makes networking a breeze.
Michael W
Account Executive at GrowHub
The AI Cadence feature has made our follow-up campaigns seamless. From emails to
calls, it ensures no lead is left
behind and drives consistent engagement. Our conversion rates have improved
significantly!
Emily R
Head of Marketing at ClientEdge
Social Media Management in CRM.io has simplified our marketing efforts. We can
schedule posts, track performance, and
even align our campaigns with CRM insights, leading to better customer engagement
and ROI.
Mark T
Marketing Director at Innovate Corp
The Telephony App is a must-have. Our team can call directly from the CRM, log
conversations, and even analyze call data
for better follow-ups. It’s made our customer communication much more efficient.
David S
Sales Director at ConnectPro
Email verification with CRM.io has saved us from countless errors. It ensures our
database remains clean and accurate,
helping us focus on reaching the right customers with the right messages.
Rachel P
CRM Specialist at NexaMarketing
Task Management is incredibly intuitive. Assigning and tracking tasks across teams
has streamlined our workflows, and
automated reminders ensure deadivines are never missed!
Jessica M
Operations Manager at ClientFirst
Get Started Now
Experience the future of sales management with our AI Agent powered by CRM.io. Simplify your workflow,
enhance productivity, and focus on what truly matters – building relationships and
closing deals. Contact us today to learn more about integrating the AI Agent into your CRM.
