AI CRM and Sales Automation
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
Why It Matters
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.
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.
New enquiries from email and web forms become contacts and deals without anyone keying them in. After each call or email, the stage, value and details are updated for your rep to confirm in one click.
Every conversation is logged against the right customer and summarized into a short note. Calls, emails, quotes and orders sit together, so anyone who opens the record sees the full story on one screen.
The system suggests the most useful next step on every open deal, so nothing slips. It runs on the CRM or ERP you already use, follows your access rules, and stays model agnostic, so you are never tied to one AI vendor.
New enquiries from email and web forms become contacts and deals, with no one keying them in.
Conversations are logged against the right customer and summarized into a short, readable note.
Stage, value, contact details and next steps are kept current after every interaction.
Calls, emails, quotes and orders sit together, so the full story is on one screen.
A suggested next step on every open deal, ranked so the most useful move is on top.
Quiet deals and due follow ups are surfaced before they slip and go cold.
We connect the AI to your CRM or ERP, email and calendar, using your existing access rules.
New leads from email and web forms are added as contacts and deals on their own.
Calls and emails are logged and summarized, so the record reads like a clear timeline.
Contact and deal fields are updated after each conversation. Your rep confirms in one click.
The system suggests the recommended next action for each deal, so nothing important is missed.
Time lost to data entry
Records you can trust
Follow ups missed
Next step on every deal
View of each customer
Selling hours per rep
We build ERP and software, so we connect the AI to your real stack, not a demo.
It runs on top of the CRM or ERP you already use, so the team keeps its tools.
We are not tied to one AI vendor. We pick what fits your data, cost and privacy needs.
Access follows your existing roles and permissions, and every action is logged.
We roll out to one team first, prove it works, then expand across the sales floor.
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 recommended next action, so your reps spend time selling instead of typing.
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.
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.
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.
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.
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.
Related
The other services in this section, and related pages from TCB Infotech.
No commitment. A practical first look at your sales admin.
