Automate Your Client Journey With AI-Powered CRM
Capture inquiries from your website, Meta Ads, LinkedIn campaigns, WhatsApp, calls, forms, and referral partners. Let AI respond quickly to client requirements, qualify leads, assign sales reps, schedule discovery calls, and automate follow-ups.
Wondering, Why Client Inquiries Get Missed?
Everything You Need To Automate Client Engagement
Automatically collect the required service, project scope, budget range, expected timeline, company size, existing technology, and decision-making stage so your team focuses on opportunities with stronger buying intent.
Capture and organize inquiries from your website, Meta Ads, LinkedIn campaigns, WhatsApp, calls, forms, landing pages, marketplaces, and referrals in one place.
Respond to service inquiries quickly, answer common questions, collect project requirements, share company information, and transfer qualified opportunities to your sales team.
Make and receive business calls directly through the CRM. Record calls where permitted, save notes, track missed calls, and maintain a complete communication history.
Allow qualified prospects to schedule discovery calls, technical consultations, product demonstrations, and project discussions with the right team member.
Trigger reminders and messages after inquiries, discovery calls, demonstrations, proposals, technical discussions, and contract negotiations.
Automatically assign inquiries based on service category, industry, location, language, project size, technical expertise, or sales representative availability.
Track every opportunity from initial inquiry and qualification to discovery, proposal, negotiation, contract signing, and project handover.
Turn long calls, emails, meetings, and WhatsApp conversations into clear AI-generated summaries with project requirements, technical questions, decisions, and next actions.
Send service updates, case studies, webinar invitations, product announcements, consultation reminders, and lead-nurturing campaigns to selected prospect segments.
Track response times, calls, meetings, proposals, follow-ups, pipeline movement, conversion rates, and revenue opportunities for every sales representative.
From Client Inquiry to Client Onboarding Without Human Efforts
Every new inquiry is automatically added to AiEngage from LinkedIn campaigns, Meta Ads, your website, WhatsApp, contact forms, incoming calls, landing pages, marketplaces, and referral sources.
The prospect profile can include the contact details, company, source, required service, inquiry time, campaign, and previous communication.
AI starts the conversation when your sales team is busy or unavailable. It welcomes the prospect, identifies the service they are interested in — from web and mobile development to cloud, cybersecurity, and managed IT — answers common questions, and begins collecting the information required for a meaningful sales conversation.
AI asks relevant questions to understand the opportunity, including:
Once the requirements are clear, the inquiry is automatically assigned to the most suitable sales rep, consultant, or technical expert. Assignment can be based on:
The prospect receives useful information based on their requirements and stage in the sales journey. Your team can share:
Once the prospect shows interest, they can select a suitable time for a discovery call, technical consultation, or demo. AiEngage can:
After the discovery call, your team can track every activity required to move the opportunity forward. This can include:
AiEngage helps your sales team stay connected with prospects after meetings, demos, and proposals. Automations can be triggered for:
The Benefits of AI-Powered CRM
Respond to potential clients quickly, even when your sales team is busy, unavailable, or working across different time zones.
Collect the required service, business challenge, project scope, budget, technology, and timeline before assigning the opportunity.
Identify prospects whose requirements, budget, timeline, and expectations match your services.
Automatically create reminders, send messages, and trigger next actions after meetings, demonstrations, proposals, and technical discussions.
Make it easier for qualified prospects to select a suitable time to speak with your sales or technical team.
Assign inquiries to the right sales representative or technical expert based on service, technology, industry, region, or project size.
Keep calls, WhatsApp chats, emails, meeting notes, requirements, files, proposals, and previous interactions connected to one opportunity.
Reduce repetitive tasks such as collecting basic requirements, updating CRM records, creating summaries, scheduling meetings, and sending reminders.
Give sales reps, consultants, and technical experts access to the same requirements, communication history, and agreed next steps.
See which opportunities are new, qualified, scheduled for discovery, under technical review, waiting for a proposal, under negotiation, or ready to close.
Know when proposals were shared, which opportunities require follow-up, and what is preventing the prospect from moving forward.
Track response times, calls, meetings, proposals, pending tasks, pipeline progress, and conversions for each team member.
