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Convert & Automate Sales with CRM.io

Find Leads with AI, Automate Cadences, Access 120M+ Database, Use Email & Phone Finders – All in One Place! Built the Einstein Way

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Feature-Rich Suite

Top 10 Features of CRM.io

AI Agent (CRM.io GPT)

Manage CRM.io data effortlessly with conversational text and voice inputs. Input information using natural commands to update contact details, customer interactions, and sales activities. Simplify workflows by reducing manual data entry and ensuring accuracy. Enhance productivity by enabling seamless integration of voice commands and text-based inputs into your CRM processes.

AI Agent
AI Cadence

AI Cadence

Create personalized follow-up sequences across channels including WhatsApp, text messages, LinkedIn messages, and emails. Schedule timely, relevant communication for leads and customers based on behavior and preferences. Boost engagement with multi-step workflows tailored to each contact. Enhance responses and streamline outreach using AI-powered optimization for all messaging platforms.

AI Email Bot

Respond to inbound emails using advanced AI intelligence. Automatically craft context-aware replies for customer inquiries, follow-ups, and sales communication. Detect sales-related emails and reply intelligently to drive engagement. Save time on repetitive tasks while maintaining a professional tone. Improve email efficiency without compromising on personalization or quality.

AI Email Bot
Telephony App

Telephony App

Enable voice communication with live transcription and intelligent recommendations. Record calls, analyze conversations, and generate actionable insights to improve engagement. Available on Mac, Ubuntu, and Windows platforms, it ensures seamless integration into any workflow. Ideal for teams aiming to enhance communication and reduce response times across devices.

Copilot for Chrome and Edge

Use the Chrome extension to view match scores directly on LinkedIn profiles. Automatically add leads and enrich profiles from various sites like job boards, company pages, and professional networks. Simplify lead qualification with AI-driven insights and streamline the lead import process across platforms. Boost productivity with seamless data enrichment.

Copilot for Chrome and Edge
Lead Enrichment

Lead Enrichment

Find and verify contact information such as emails, phone numbers, lead profiles, and leadership team details. Automatically update missing fields in your database with enriched insights. Improve outreach success by accessing accurate and up-to-date contact details. Ensure high-quality data that aligns with your sales and marketing strategies.

B2B Database

Access a vast repository of over 120M verified B2B contacts with enriched insights. Filter and segment prospects based on industry, company size, or role. Simplify outreach with detailed contact profiles that include key decision-makers. Empower your sales and marketing efforts by leveraging reliable data for targeted campaigns.

LinkedIn Automation

LinkedIn Automation

Download data in bulk, match scores to prioritize leads, and execute RPA actions for follow-ups or invites. Automate repetitive tasks like sending messages or connecting with prospects. Optimize your LinkedIn presence with smart, efficient tools designed to save time while improving the effectiveness of your outreach efforts.

WhatsApp Automation

Use WhatsApp to update data, follow up with leads, and add notes directly into CRM.io. Engage customers with personalized templates for inquiries, promotions, and updates. Schedule messages or initiate real-time conversations. Streamline workflows and improve customer experience through a conversational and widely-used platform.

WhatsApp Automation

RPA

Simplify processes like sending emails, WhatsApp messages, and task automation. Execute repetitive actions such as scheduling follow-ups, updating records, and generating reports. Minimize human errors while enhancing operational efficiency. Free up your team to focus on high-value tasks by automating mundane workflows and processes with ease.

RPA

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.
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AI Agent

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.

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  • 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.

AI Lead Scoring

Sales Copilot: Your All-in-One Sales Assistant

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.

Sales Copilot

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

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.

Multi-Channel Support
Hyper-Personalized Messaging

Hyper-Personalized Messaging

Send tailor-made messages for every lead, personalized to drive the best engagement and ensure higher response rates.

Rate Limits

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.

Advanced Scheduling

Workflow Automation

Automate and integrate actions across platforms, triggering follow-ups through emails, WhatsApp, text, or LinkedIn as part of a seamless cadence.

Workflow Automation
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.

Hyperpersonalized Emails

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.

Manage Calls Seamlessly
Multi-Channel Outreach

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.

Real-Time Transcription

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.

Cross-Platform Availability

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.

Generate and Enrich Leads with LinkedIn Automation

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

CAccess accurate leadership details instantly with AI-driven insights. Retrieve key information about company leaders, empowering your strategies and fostering better decision-making with ease.

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Lead Enrichment

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.

Email Discovery and Verification

Phone Number Finder

Locate reliable phone numbers for prospects to connect directly and increase engagement rates.

Phone Number Finder

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.

Comprehensive Contact Records
Multi-Channel Outreach

AI-Powered Insights

Analyze contact data for trends, preferences, and engagement opportunities, ensuring smarter decision-making.

AI-Powered Insights

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.

Multi-Channel Outreach

Real-Time Updates

Stay ahead with dynamically updated contact information to ensure relevance and accuracy.

Real-Time Updates

Boost Sales Productivity

Shorten sales cycles by equipping teams with pre-verified leads and data-driven insights.

Boost Sales Productivity
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Browser Extension with RPA Integration

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.

Integration Partners

Expand horizons with our 50+ integrations, seamlessly connecting your tools for ultimate efficiency.

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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

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.

  • CRM.io Logo

    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

  • CRM.io Logo

    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.

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