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TCB Infotech | Expert Odoo & ERPNext Implementation Partner

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AI CRM and Sales Automation

Let the CRM Do the Admin, So Your Team Can Focus on Selling

Sales reps lose hours to data entry, notes and chasing updates. An AI CRM captures the leads, updates the records, summarizes the calls and emails, and tells each rep the next best action, all on its own.

50+ ERP and software projects. Zero failed projects since 2021.

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PD
Purchasing Director
Regional Manufacturing Buyer
Deal
StageProposal sent
Value$42,000
Last contactCall, 3 days ago
Next best actionAI
Send a follow up on the pricing question raised on the last call, before Friday.
0
Manual data entry
100%
Records kept current
1
Place for customer history
Next
Best action on every deal
Why It Matters

Reps should sell, not update the CRM

When the admin piles up, records go stale, follow ups get missed, and the pipeline stops telling the truth. The AI takes that work off the team.

No More Manual Entry

The CRM fills itself in

Every call, email and message already holds the details that should be in the CRM. The AI reads them, pulls out the useful parts, and writes them to the right contact and deal. Your team confirms instead of typing.

  • Leads captured from email and web forms on their own.
  • Contact and deal fields updated after each conversation.
  • Notes written for the rep, not by the rep.
A sales team talking to customers instead of doing data entry
Nothing Slips

Every deal gets a next best action

The system looks at where each deal sits and the full history behind it, then suggests the most useful next step. A follow up, a quote, a reminder. Reps open the CRM and already know what to do next.

  • Follow ups suggested before they are forgotten.
  • Quiet deals surfaced before they go cold.
  • A clear next step on every open opportunity.
A sales pipeline with suggested next steps
Works With What You Have

It sits on top of your current CRM or ERP

You do not have to switch tools. The AI connects to the systems your team already uses and keeps those records clean and current.

One Source of Truth

Customer history in one place

Calls, emails, quotes and orders are pulled together against each customer, so anyone who opens the record sees the full story. No hunting across inboxes and spreadsheets.

Connects toYour CRM
Connects toYour ERP
Connects toEmail and calendar
Customer records connected across systems
How It Works

From a conversation to a clean record in five steps

1
Connect
We connect the AI to your CRM or ERP, email and calendar, using your existing access rules.
2
Capture
New leads from email and web forms are added as contacts and deals on their own.
3
Summarize
Calls and emails are logged and summarized, so the record reads like a clear timeline.
4
Update
Contact and deal fields are updated after each conversation. Your rep confirms in one click.
5
Suggest
The system suggests the next best action for each deal, so nothing important is missed.
What It Does

The admin your sales team stops doing

Each of these runs on its own, in the background, on top of the CRM you already have.

📥

Lead capture

New enquiries from email and web forms become contacts and deals, with no one keying them in.

📞

Call and email logging

Conversations are logged against the right customer and summarized into a short, readable note.

✎

Record updates

Stage, value, contact details and next steps are kept current after every interaction.

📜

Customer history

Calls, emails, quotes and orders sit together, so the full story is on one screen.

🎯

Next best action

A suggested next step on every open deal, ranked so the most useful move is on top.

🔔

Follow up reminders

Quiet deals and due follow ups are surfaced before they slip and go cold.

What Changes

What an AI CRM changes for the team

Less
Time lost to data entry
Current
Records you can trust
Fewer
Follow ups missed
Clear
Next step on every deal
One
View of each customer
More
Selling hours per rep
Why Us

Why teams choose TCB Infotech for an AI CRM

1
We know the systems
We build ERP and software, so we connect the AI to your real stack, not a demo.
2
No rip and replace
It runs on top of the CRM or ERP you already use, so the team keeps its tools.
3
Model agnostic
We are not tied to one AI vendor. We pick what fits your data, cost and privacy needs.
4
Your controls apply
Access follows your existing roles and permissions, and every action is logged.
5
Start small
We roll out to one team first, prove it works, then expand across the sales floor.
6
Proven delivery
50+ projects across industries, with zero failed projects since 2021.
FAQ

AI CRM questions

What is an AI CRM?
It is an AI layer that does the admin work in your CRM. It captures leads, updates records, logs and summarizes calls and emails, keeps customer history in one place, and suggests the next best action, so your reps spend time selling instead of typing.
Do we have to replace our current CRM?
No. It sits on top of your existing CRM or ERP and keeps those records clean and current. If you do not have a CRM yet, we can set one up, but you are not forced to switch.
How does it keep records up to date without manual entry?
It reads the emails, calls and messages that already happen, pulls out the useful details, and writes them back to the right contact and deal. Your team confirms rather than types.
What is a next best action?
Based on the customer history and where the deal sits, the system suggests the most useful next step, such as a follow up, a quote or a reminder, so nothing important slips through.
Is our customer data safe?
Yes. Access follows your existing roles and permissions, actions are logged, and the AI works within the controls you already have. It is model agnostic, so you are not tied to a single AI vendor.
How long does it take to set up?
A focused rollout usually takes a few weeks, depending on the systems you connect and the size of your sales team. We start with one team and expand once it is working.

Give Your Sales Team Their Hours Back

Book a free consultation. We will look at your CRM, your systems and how your team sells, and show you what an AI CRM would take off their plate.

Book a Free Consultation →

No commitment. A practical first look at your sales admin.