A CRM that keeps up with every conversation.
Leads from ads, WhatsApp, calls and your website flow into one pipeline. AI summarises each conversation, flags intent and creates the next task, so your team spends time selling instead of updating records.
Example AI CRM dashboard
Pipeline stagesdrag-free · auto-updated
Follow-up tasks
- Send brochure to S. Patel
- Confirm R. Haddad's viewing
- Call back L. Becker (no answer)
- Day-3 nudge to J. Morgan
Sales activitytoday
- WhatsAppLead qualified — A. Rahman
- VoiceCall completed — S. Patel
- CalendarViewing booked — R. Haddad
- Meta AdsNew lead received — J. Morgan
- EmailBrochure sent — M. Clarke
Leads by day
Product mock-up with illustrative names and numbers. It does not show customer data or results.
What the AI CRM does for your team.
Configured around your sales process — your stages, your fields, your rules.
Unified lead capture
Meta Lead Ads, web forms, WhatsApp and calls create or update one record per person, with duplicates merged.
AI summaries & intent
Each conversation is summarised into the fields you care about — need, budget, timing — with a suggested priority.
Automatic follow-up tasks
Tasks and reminders are created when a lead stalls, misses a call or asks to be contacted later.
Smart routing
Assign leads by territory, product, language or round-robin, and notify the owner instantly.
Pipeline that updates itself
Stages move when something happens — a qualification, a booking, a no-show — not when someone remembers.
Clear reporting
See lead sources, response times and stage movement in one dashboard or a shared Google Sheet.
How a lead moves through the system.
- 01Captured
Record created with source and campaign.
- 02Engaged
WhatsApp or voice follow-up within moments.
- 03Qualified
Answers scored against your criteria.
- 04Booked
Meeting in the calendar, owner notified.
- 05Nurtured
Follow-ups continue until a decision.
Spreadsheet follow-up vs. an automated pipeline.
| Task | Spreadsheet & manual follow-up | Animation Automation AI CRM |
|---|---|---|
| First response | When someone notices the lead | Automatic, on WhatsApp or by call |
| Qualification | Depends on who replies | Same questions, every time |
| Data entry | Copied by hand, often incomplete | Written from the conversation |
| Follow-up | Memory and calendar notes | Tasks and sequences triggered by events |
| Visibility | Ask around | Live pipeline and activity feed |
AI CRM questions.
Is this a new CRM product or an integration?
Either, depending on what you have. We can automate around a CRM you already use if it offers an API, or set up a CRM workspace with automation built in. We recommend the option that causes least disruption to your team.
How does the AI decide lead priority?
We agree the criteria with you — for example budget range, timeline and fit — and the AI scores answers against those rules. Your team can always override a score, and the reasoning is visible on the record.
Can we import our existing leads?
Yes. Existing contacts can be imported from spreadsheets or exported from another system, then cleaned and de-duplicated during setup.
Who owns the data?
You do. Integrations are configured on your own accounts, and we document the setup so your data and workflows are not locked to us.
See your pipeline running on autopilot.
Book a free demo and we'll map how your current leads would move through an AI CRM workflow.