Supercharge Your CRM with AI

Forecast, Plan, and Execute with Confidence

Accurate Forecasts

Powered by the C3 AI Platform, C3 AI CRM uses AI to forecast revenue, bookings, and consumption across multiple business dimensions, such as leader hierarchy, territory, product, account, and many others. Surface the factors impacting opportunity outcomes, forecasts, and revenue. Receive early alerts and notifications for emerging risks. Take rapid action to win more.

Powered by External Data

Unlock revenue predictability with external data. C3 AI CRM enriches your data with best-in-class alternative data sources including customer firmographic and financial performance data, industry-level performance indicators, and country-level macroeconomic trends.

Pipeline Analytics

Analyze pipeline generation and opportunity progression over time. Rich visualizations offer an intuitive way to identify hot spots in your pipeline. No more spreadsheets or cumbersome BI tools needed.

Relationship Insights

C3 AI CRM redefines the user experience with Sales Vision. Sales Vision provides relationship visualizations that improve sales execution. Identify single threaded deals, ensure the right stakeholders are being engaged, and monitor relationship health with visibility to your sales network.

Unified Intelligence for Enterprise Complexity

Built on the C3 AI Platform, C3 AI CRM enables you to manage your deals, monitor your pipeline, and forecast across all business units in one place. C3 AI CRM brings together data from all business units, across all CRM instances, with support for all CRM systems (e.g., Salesforce or Microsoft Dynamics). CRM data can be integrated with data from any enterprise system, using more than 200+ prebuilt connectors.

Benefits for the Entire Sales Team

CRO

Maximize revenue quarter after quarter with real time revenue visibility

Sales Operations

Operate efficiently with a rigorous revenue process that scales with your teams

Account Executives

Win more with actionable AI insights

Precision Revenue Forecasting

Generate accurate revenue forecasts for all the ways you look at your business – by individual, team, geography, product, and more.

Consumption Forecasting

Forecast revenue based on product or service usage.

Opportunity Scoring

Monitor, prioritize, and accelerate individual opportunities with explainable AI scores and actionable insights.

Cross sell - Up sell

Identify the best product, upgrade, expansion, or renewal to put in front of a prospect or customer.

Precision Product Forecasting

Determine the right product needs to achieve revenue objectives and optimize cost and planning resources.

Customer Retention

Predict customer churn months in advance and maximize value from renewals.

Additional Benefits

Explainable AI

Take action based on AI-identified factors impacting forecasts and win rates.

Sales Pipeline Analytics

Drive improved pipe progression and generation with flow and waterfall visualizations that highlight changes to your pipeline over time.

Bi-directional Integration to Salesforce & Dynamics

Automatically sync updates from Salesforce or Dynamics365 to C3 AI CRM and vice-versa, all in real time.

External Data

Plan and execute with precision insights driven by C3 AI CRM’s extensive external data including macroeconomic data, stock prices, currency fluctuations, commodities, corporate actions, and news.

Multi Hierarchy & Multi Cadence Forecasting

Configure AI-driven, highly customizable forecasting workflows for any team, territory, account, product, or industry hierarchy and cadence (e.g., monthly, quarterly, or yearly).

Relationship Analytics

Visualize interactions between account teams, influencers, and decision makers in an intuitive interface.