Can I import existing contacts?

Yes. You can import contacts from CSV files or connect to your existing CRM. Your agent will enrich the records with data from new conversations.

Does the agent capture contact details automatically?

Yes. When a customer shares their name, email, phone number, or company during a conversation, the agent captures and stores it without you doing anything.

Can I customize the pipeline stages?

Absolutely. Define whatever stages match your sales process. The agent will categorize and move contacts based on conversation outcomes.

How does this compare to a traditional CRM like HubSpot?

Traditional CRMs require manual data entry. This CRM fills itself in through agent conversations. It is ideal for small teams who need a CRM but hate updating one.

Can multiple team members access the same contacts?

Yes. All contact data is shared across your workspace so your entire team sees the same customer history.

AI CRM: Contact Records That Update Themselves

Your AI agent captures lead details, logs conversations, and tracks deal stages automatically. No data entry, no forgotten follow-ups.

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Built by a team with 15+ years in AI and enterprise software

What the CRM & Contact Manager Tool Does

The CRM & Contact Manager tool gives your AI agent a built-in contact database. Every time your agent talks to someone, it automatically captures their name, email, phone number, and key details from the conversation.

Your agent tracks where each contact is in your sales pipeline: new lead, qualified, proposal sent, closed. It logs every interaction so you have a complete history without typing a single note. When a lead goes quiet, your agent flags them for follow-up.

Unlike traditional CRMs that require constant manual updates, this one fills itself in. Your agent does the data entry so you can focus on building relationships and closing deals.

Who Uses the CRM & Contact Manager Tool

Solopreneurs Tracking Leads

Keep tabs on every prospect without switching between spreadsheets and email. Your agent remembers every detail.

Sales Teams Managing Pipelines

Track deal stages, log call notes, and flag stale leads automatically across your entire team.

Service Businesses Managing Clients

Maintain client records with service history, preferences, and upcoming appointments in one place.

Real Estate Agents Tracking Buyers

Log property preferences, showing history, and follow-up dates for every buyer so no lead falls through the cracks.

E-commerce Brands Understanding Customers

Build customer profiles with purchase history, support interactions, and preferences to personalize every conversation.

Agencies Managing Client Accounts

Track deliverables, contract dates, and key contacts for every client account without juggling separate spreadsheets.

Skills That Use This Tool

Lead Qualifier →Cold Outreach Campaign →Customer Support Agent →

How to Add the CRM & Contact Manager Tool

Tell Your Agent What You Need

Tell your agent: 'I want to track all my leads and customer conversations in one place.'

Define Your Pipeline Stages

Set up your deal stages (e.g., New Lead, Qualified, Proposal Sent, Won, Lost). Your agent will move contacts through the pipeline automatically.

Let It Capture Data

Your agent starts logging contact details and conversation notes from every interaction. Review your contact list anytime.

A CRM That Does Its Own Data Entry

Let your AI agent track leads, log conversations, and manage your pipeline while you focus on selling.

Get a Free Quote See how it works

Built by a team with 15+ years in AI and enterprise software

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Frequently Asked Questions

A CRM That Does Its Own Data Entry

Let your AI agent track leads, log conversations, and manage your pipeline while you focus on selling.

Get a Free Quote See how it works

Built by a team with 15+ years in AI and enterprise software

We never share your email. Unsubscribe anytime.