CRM.io is a cloud-based, AI-powered customer relationship management (CRM) platform designed to automate and optimize sales, marketing, and customer service operations for businesses of all sizes. The platform centralizes contact, account, and deal management, providing a unified database for leads and customers. It features AI-driven tools such as conversational data entry (AI Agent), automated multi-channel follow-ups (AI Cadence), and intelligent email responses (AI Email Bot). CRM.io supports telephony integration, WhatsApp automation, and robotic process automation (RPA) to streamline repetitive tasks. The system offers advanced reporting and analytics, customizable workflows, and seamless integration with over 50 business tools. Its user-friendly interface and extensive B2B database enable efficient lead generation, targeted outreach, and improved collaboration across teams.

Key Features

AI Agent (Conversational CRM Management) Manage CRM data using natural language text and voice commands

• Reduces manual data entry
• Updates contacts, deals, and activities via conversation

AI Cadence (Automated Multi-Channel Follow-ups) Create and schedule personalized follow-up sequences across channels

• Supports email, SMS, WhatsApp, LinkedIn
• Behavior-based, multi-step workflows

AI Email Bot Automate intelligent, context-aware email replies

• Handles inbound sales and support emails
• Saves time and maintains personalization

Telephony Integration Built-in SIP/Twilio dialer for direct calls from CRM

• Call logging, reminders, and live transcription
• Call recordings and actionable recommendations

WhatsApp Automation Automate WhatsApp messaging and workflows

• Message templates and instant responses
• Multi-channel engagement

Robotic Process Automation (RPA) Automate repetitive CRM tasks

• Integrates with LinkedIn, ZoomInfo, Apollo, Lead411
• Gathers and enriches contact data automatically

B2B Database Access Access to 120M+ verified business contacts

• AI-powered lead finding and enrichment
• Domain and company search

Sales Pipeline & Deal Management Visual pipeline tracking and automation

• Drag-and-drop deal stages
• Task assignment and progress monitoring

Document & Email Management Store, share, and sign documents electronically

• Email templates and campaign management
• Calendar and reminder integration

Reporting & Analytics Advanced dashboards and performance metrics

• Sales forecasting and trend analysis
• Customizable reports

Benefits

Increased Productivity Automates manual CRM tasks and communications

• Reduces data entry and repetitive work
• Frees up time for strategic activities

Improved Lead Engagement Personalized, timely outreach across multiple channels

• Higher response and conversion rates
• AI-optimized messaging

Centralized Customer Data Unified view of all contacts, deals, and interactions

• Better collaboration across teams
• Informed decision-making

Scalable for Any Business Size Flexible features for small to enterprise organizations

• Customizable workflows and integrations
• Supports complex sales and support processes

Enhanced Sales Performance AI-driven insights and automation for pipeline management

• Faster deal closure
• Accurate forecasting and analytics