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AI Sales CRM

A CRM your reps don't have to feed.

The pipeline updates itself from real activity, an AI SDR works every lead in the queue until it books or dies, and your forecast rolls up from evidence — emails, calls and meetings — instead of what a rep remembered to type on Friday.

Two-way sync AI scoring Call intelligence API-first
AKMRJL+9 Average go-live: 21 days. Four-week pilot on your own list, with Salesforce still running alongside.
crm · pipeline · q4
Q4 pipeline · 13 open deals
Live
Qualified 6
Northwind Group$48,000Score 92 · AI SDR booked 14 Oct
Cedar & Co$12,500Score 81 · Sequence step 2 of 5
Quarry Logistics$21,800Score 76 · Replied 4 min ago
Proposal 4
Orbit Retail$96,000Proposal out · nudge scheduled
Hubworks$27,400Security review booked Thursday
Won 3
Loop Logistics$64,000Closed in 19 days · zero discount
Kinetic Labs$38,500Expansion · 3 seats added
Pipeline value$1.84M▲ 22%
Win rate31%▲ 4 pts
Cycle length27 days▼ 19 days
AI 3 deals moved by evidence, not by handContract opened · call held · budget confirmed Auto
2.4x Pipeline coverage vs. last year
41% More meetings booked per rep
2.4xPipeline coverage
41%More meetings booked
19Days faster sales cycles
98%Activity capture

Median change in the first two quarters, measured against each team's own 30-day pre-migration baseline.

Capabilities

Everything a sales team does, minus the typing.

Six capabilities run on one data model, one scoring engine and one activity log — so the number your board sees is the number the rep sees, refreshed to the minute.

What's inside

Lead scoring & routing

Fit and intent scored on 40+ signals — tech stack, hiring velocity, funding, pricing-page visits — then routed by territory, segment and rep capacity in under ten seconds.

40+ signals Under 10s
See prospecting→

AI SDR outreach

Researches the account, writes the first line, sends from a warmed domain, handles the reply and books into the rep's calendar — around the clock, in 11 languages.

11 languages Runs 24/7
Meet the AI SDR→

Pipeline management

Stages that move when evidence moves: idle deals flagged past your threshold, next steps proposed from what worked before, and a snapshot taken every night at 18:00.

Auto stage moves Nightly snapshot
See the deal room→

Email & sequence automation

Multi-channel cadences across email, call, LinkedIn and manual tasks — with per-contact send-time optimisation, spam checks and domain warm-up limits built in.

4 channels Warm-up guard
See sequences→

Call & meeting intelligence

Every call recorded, transcribed and summarised — objections, competitors and commitments extracted automatically and written back to the deal record with timestamps.

Transcripts Objection tags

Forecasting & revenue analytics

Commit, best case and pipeline per rep — rolled up from stage probability, activity evidence and your own historical conversion, refreshed nightly and defensible line by line.

Nightly roll-up Slippage alerts
See forecasting→
AI SDR

An SDR that works every lead. All of them.

Not a chatbot bolted to a form. A researcher, writer and booker that runs your top-of-funnel the way your best rep would — if your best rep had forty hours a day.

  • Researches the account before writing. Funding round, warehouse opening, new VP on LinkedIn, tech migration — it picks the trigger a human would have found in 15 minutes.
  • Personalises from real triggers, not mail-merge. Every first line says something specific about the prospect's business. No "I came across your website" filler.
  • Books straight into the rep's calendar. Reads availability, offers three slots, confirms the invite and drops a briefing on the record before the call.
  • Stops the moment a human replies. Any live reply, objection or unsubscribe halts the sequence in under a second and hands the thread to the owner.
Human approval queue Domain warm-up CRM-logged replies Opt-out handling
ai-sdr · orbit retail thread
ProspectInteresting, but we just renewed with HubSpot until March.
AI SDRUnderstood — noted on the record. Renewal is 14 March; I'll come back on 10 March with a migration plan for your 4,200 contacts. Anything useful in the meantime?
ProspectSomething I can forward to our VP of Sales, sure.
AI SDRSent a one-pager with your numbers in it: 41% more meetings, 19-day shorter cycle, 98% activity capture. Want me to loop Priya in directly?
ProspectGo ahead. Thursday 10am works if she's free.
AI SDRBooked — Thursday 10:00 with Priya, invites sent to you both. Your briefing lands in #revenue 15 minutes before, and the sequence has stopped.
SDR Sequence halted on human replyHandled in 0.8s · owner notified Stopped
First touch52smedian
Reply handled0.8sto stop
Drafts approved8/10untouched
Workflow

Four stages. One system that works them.

Prospect, engage, close, forecast — each stage has its own surface, its own automation and the same underlying record. Nothing is rekeyed between them.

One record No double entry Evidence-based stages
Pick a stage
Stage 01 · Prospect

Score the queue before a rep opens it.

Every new lead is enriched, scored against your closed-won history and routed in seconds — so the first touch lands while the intent is still warm.

  • 40+ scoring signals recalculated after every page view, reply and firmographic change.
  • Routing by territory, segment and capacity — round-robin that respects who is actually on a call.
  • Duplicate and spam detection before anything reaches a sequence or a dashboard.
  • Warm leads resurface when a trigger fires: job change, pricing visit, hiring spike.
Stage 02 · Engage

Sequences that read the room.

Cadences mix email, call, LinkedIn and tasks — and rewrite themselves the moment a prospect's behaviour changes the odds of a reply.

  • Trigger-based steps fire on events — a pricing-page visit, an email open — not on a fixed calendar.
  • Send-time optimisation per contact and timezone, learned from every delivered message.
  • Deliverability guard — warm-up limits, spam-word checks and per-domain health scoring.
  • Reply detection parses sentiment and intent, then hands the thread to the rep with a suggested answer.
Stage 03 · Close

The deal room with nothing missing.

Redlines, stakeholders, blockers and next steps live on the record because they were captured as they happened — not reconstructed the night before the call.

  • Mutual action plans with dates the buyer actually agreed to, tracked against the signature deadline.
  • Automatic stakeholder map built from the email and meeting graph — including the people who never reply.
  • Idle-deal prompts fire when nothing has moved in three days, with a next action drawn from similar wins.
  • Quotes and order forms generated from the record, priced inside your approval rules, signed in the browser.
Stage 04 · Forecast

A number you can defend.

The forecast rolls up from stage probability, activity evidence and your own historical conversion — every deal carries the reason behind its confidence.

  • Commit, best case and pipeline per rep and segment, refreshed nightly at 18:00.
  • Slippage alerts flagged 14 days out, when there is still time to do something about it.
  • Evidence trail — which deals changed this week, and exactly what changed them.
  • Board-ready export — variance against plan, coverage ratios and win-rate trend in one click.
Real-world example

What it looks like in daily use.

Not mockups — production screenshots from a live BytesFusion deployment, where the front desk runs customer records, inquiries and follow-ups on this CRM every day.

These screens come from the ERP deployment→ — the CRM is one module of it, and both share the same customer records.

Activity capture

Nobody updates this CRM. It updates itself.

Email, calls, meetings and contact changes are captured at the source, matched to the right record and summarised. 98% of activity lands without a single form field being opened — which is also why the forecast can be trusted.

01Auto email loggingGmail and Outlook, both directions, threaded to the right deal in under two seconds.
02Call summariesRecorded, transcribed and condensed into three action items with owners.
03Calendar syncMeetings created, rescheduled and closed out against the correct stage automatically.
04EnrichmentTitles, firmographics, funding and headcount appended as contacts change jobs.
Results

What changes in the first two quarters.

Measured across 26 deployments between 4 and 18 months after go-live, against each team's own pre-migration baseline.

After 90 days in production
+41%

Meetings booked

Reps hold 41% more calendar meetings per month because the AI SDR works every lead in the queue — not only the ones whose logo a rep recognises.

−32%

Cost per opportunity

Sequences, enrichment and dialer minutes are bundled into one line, so the blended cost of producing an opportunity falls by a third within two quarters.

98%

Activity captured

With email, calls and meetings logged automatically, 98% of real activity reaches the record — so the forecast is built on what happened, not on what got typed in.

Baselines are each team's own 30 days before migration; figures shown are medians across deployments, not best outliers.

Security & governance

Your pipeline is not our training data.

The controls your security team asks about in the first call — documented, contractual and already running for the other 180 systems we've shipped.

GDPR-ready handling

EU or US residency, per-record retention rules, one-click export and hard delete. DPA and Article 28 processor terms ready before signature.

Role-based permissions

Row-, field- and record-level roles enforced on the server: reps see their patch, managers see the team, finance sees the numbers — never the other way round.

SOC 2-aligned processes

Change management, access reviews, vendor risk and incident response run to a SOC 2-aligned control set, with evidence collected continuously rather than at audit time.

Never used for training

Contractual no-training terms with every model provider. Prompts stay in your region, PII is redacted before inference, and you can bring your own keys.

GDPR DPA ready EU / US residency SOC 2-aligned SSO & SCIM Bring your own keys

Security questionnaire, architecture diagram and penetration test summary available before the first call — ask and we'll send them.

Proof

What clients say about the CRM.

★★★★★

"The AI agent automated our lead generation process, finding, qualifying, and organizing potential customers so our sales team could focus on closing deals."

NDNoah DanielMarketing Manager, South Carolina
Questions

What sales leaders ask us first.

Most teams are fully cut over in 8–14 days. We map objects, custom fields and record types, import historical activity and open opportunities, then run both systems in parallel for a week while sequences keep sending. On cutover the old instance becomes a read-only archive, so nothing is lost and nobody works a dark week.

It writes from your win reasons, your case studies and a researched trigger — not a template with a merge tag in it. Every draft sits in a review queue before it sends, so you can edit or reject it; replies that read as human hand off instantly, and negative sentiment or an unsubscribe stops the sequence within a second. Most teams are approving eight of every ten drafts untouched by the end of the second fortnight.

You do. Your records, transcripts and sequences are yours alone, encrypted in transit and at rest, and never used to train third-party models — ours or anyone else's. You can export everything as JSON and CSV at any time, and on the last day of the contract we hard-delete from production and backups within 30 days, with written confirmation.

Native connectors authenticate over OAuth and subscribe to webhooks, so a reply in Gmail or a stage change in Salesforce reaches the record in under two seconds — both directions, with field-level conflict rules so nobody's edit is silently overwritten. Anything not on the list is a short job against the REST API and signed webhooks; it is the same API our interface uses, with the same rate limits and audit trail.

Your choice. The platform is priced per seat, and the AI SDR can run per seat, per meeting booked, or as a fixed monthly outcome bundle with a guaranteed floor. Most teams start per seat, move the SDR to per-meeting after the first quarter once the baseline is clear, and finish paying less per opportunity than the stack they replaced.

Still weighing it up? See per-seat and per-outcome pricing→

Let's build

Put an AI SDR on your pipeline this quarter.

Bring one segment of your list. We'll score it, draft the first sequence and show you the meetings it would book — on your data, in one call, no deck.

Call now Start a Project →