Stop losing leads. Start closing deals.
An AI-powered CRM for sales teams, coaches, and small businesses — with native WhatsApp messaging, Google Calendar sync, meeting intelligence, and Claude AI integration. Everything in one place, no spreadsheets required.
Google Calendar Sync
Claude AI Ready
You're losing leads every single day. And you know it.
Most small businesses and sales teams don't have a system problem — they have a visibility problem. Here's what it actually looks like.
Leads come in on WhatsApp. You forget to follow up.
A prospect messages you, you reply once, and then life happens. Two weeks later you find the chat buried. The deal is gone.
You have no idea which deals are stuck or why.
No single place to see your pipeline. You're guessing which leads are hot, which tasks are overdue, and where your team is spending time.
Your team works in spreadsheets. Nothing is in sync.
Contact lists in Excel, meetings in someone's phone calendar, tasks in WhatsApp group chats. Data gets lost, duplicated, or just forgotten.
After every meeting, the notes go nowhere.
You have a great client call, write some notes on paper or in your phone, and then… nothing. No follow-up tasks, no record, no next step.
Every one of these problems has a fix. Here's how →
One CRM that actually solves the problem.
Every pain point from above has a direct answer inside the CRM. Here's the one-to-one match.
Leads come in on WhatsApp but you forget to follow up
Send WhatsApp messages directly from your CRM using custom templates. Every message is logged automatically.
No idea which deals are stuck or why
Your dashboard shows total contacts, active leads, customers, and pending tasks — all in one view, live.
Spreadsheets everywhere and nothing in sync
Import contacts from CSV, assign them to team members, tag them, set follow-up dates — all in one place.
Meeting notes go nowhere after a call
Record your call — the AI writes the meeting summary and creates follow-up tasks automatically.
Tasks are in someone's head, not tracked anywhere
Kanban board for every task — drag from Pending to In Progress to Done. Due dates sync to Google Calendar.
No way to quickly research a new B2B lead
Pull any prospect's LinkedIn profile directly into their contact card — name, headline, company, and AI insights.
Everything you need to close more deals.
Built from real sales workflows — not a generic template. Every feature solves a specific problem your team faces every day.
AI-Powered Dashboard
See your total contacts, active leads, customers, and tasks with pending follow-ups — all on one screen. The AI highlights what needs your attention first.
WhatsApp Messaging
Send WhatsApp messages to any lead directly from the CRM. Use saved templates for quick follow-ups or let the AI write the message for you.
Meeting Intelligence
Record a client call. The AI transcribes it, writes a meeting summary (MoM), and automatically creates tasks for your next steps.
Kanban Task Board
Drag and drop tasks across Pending, In Progress, and Completed. Tasks can be linked to specific contacts or meetings, so nothing gets lost.
Email Automation
Trigger personalized email sequences automatically. AI drafts follow-ups based on contact activity and meeting notes without you lifting a finger.
Document Management
Attach contracts, proposals, or any files to a contact or meeting. Documents are stored, searchable, and available to the AI for context during recordings.
Team Management
Invite team members, assign contacts to specific salespeople, and track who created or owns each lead. Everyone sees their own view, you see everything.
AI Message Drafts
The AI reads a contact's notes, meeting history, and tags — then drafts the perfect WhatsApp or email message. One click to customize and send.
Agent Automation
Deploy AI agents to automate repetitive workflows — qualify leads, answer FAQs, and book meetings directly to your calendar, no manual follow-up needed.
Connects with the tools you already use.
WhatsApp, Google Calendar, Gmail, LinkedIn, Claude AI — all built in. No third-party connectors, no Zapier required.
WhatsApp API
Connect your WhatsApp directly to the CRM. Send messages and use saved templates for follow-ups — all without switching apps.
- ✓QR code pairing — no developer needed
- ✓Custom message templates per contact type
- ✓Every message logged automatically to the contact
Google Calendar
Sync your tasks and meetings to Google Calendar. See all your CRM events next to your personal schedule so you never double-book.
- ✓Tasks appear with due dates on your calendar
- ✓Meetings synced in real time
- ✓Works with your existing Google account
Gmail
Send emails to leads directly from the CRM using your connected Gmail account. AI can draft the email for you based on contact history.
- ✓One-click email sending from any contact card
- ✓AI-drafted email based on meeting notes and tags
- ✓All sent emails logged in the communication history
Pull any prospect's LinkedIn profile into their contact record. Get their job title, company, headline, and AI-extracted insights instantly.
- ✓Attach any LinkedIn profile URL to a contact
- ✓AI extracts business role, interests, and conversation hooks
- ✓Store profile data alongside notes and meeting history
Claude AI (MCP)
Connect Claude AI or Clawbot to your CRM using secure MCP tokens. Let AI agents read contacts, create tasks, and send WhatsApp messages through natural language.
- ✓Generate secure MCP tokens from the integrations panel
- ✓Works with claude.ai and Clawbot
- ✓Connect with 100+ models
- ✓27 built-in CRM tools accessible to AI agents
CSV
Already have a spreadsheet of contacts? Import them with a single CSV upload. Track how many rows were imported and catch any errors in the import history.
- ✓Bulk import contacts from CSV or Google Sheets export
- ✓Import history shows success and failure per row
- ✓No data formatting required — flexible field mapping
Not a generic CRM. Built for how you work.
The same platform adapts to how your specific business works — with the right workflows, tags, and templates for your industry.
Real Estate
- Track every property inquiry — site visits, broker leads, buyer intent scores
- Send WhatsApp follow-ups to interested buyers using saved templates
- Schedule site visits in Google Calendar and link them to the lead's contact card
- Use LinkedIn profiling to research high-value investors
Education & Coaching Centers
- Manage student inquiries from enquiry → admission → enrolled
- Send batch-wise WhatsApp reminders for fee due dates, demo classes, or exam alerts
- Tag contacts by course, batch, or intake year for targeted follow-ups
- Track parent meetings with meeting summaries and AI-extracted next steps
Retail & Small Business
- Track repeat customers and set follow-up dates for re-purchase reminders
- Send personalized WhatsApp messages for offers, order updates, or loyalty rewards
- Import your existing customer list from a spreadsheet in one click
- Tag customers by purchase category or location for targeted campaigns
Marketing Services
- Track inbound leads from ad campaigns and assign to agents
- Automate WhatsApp follow-ups for marketing proposals
- Manage client approval pipelines for creatives and drafts
- Generate post-campaign summaries and tasks using AI
CA & Accounting Services
- Manage tax filing deadlines and compliance follow-ups automatically
- Securely collect invoices, receipts, and KYC documents via WhatsApp
- Send automated reminders for GST, TDS, and ITR filings
- Sync client consultation meetings seamlessly with Google Calendar
Agencies & B2B Services
- Manage client pipelines from initial lead to signed contract
- Track proposal follow-ups and renewal dates automatically
- Log all client communication via WhatsApp and Email in one place
- Use AI to draft tailored project update messages
Don't see your industry?
The CRM is fully customizable — custom fields, custom tags, custom templates. We can configure it to fit your exact workflow in one session.
Tell us about your business →Up and running in 3 simple steps.
No long onboarding. No IT team required. A shopkeeper or a sales executive can set this up in one afternoon.
Connect your tools
Link your WhatsApp by scanning a QR code. Connect Google for calendar sync. Import your existing contacts from a spreadsheet.
Takes under 10 minutes. No developer needed.Everything comes into one place
Your leads, tasks, meetings, and messages all live in one dashboard. The AI scores your leads and tells you who needs attention today.
No more switching between apps.Follow up, close deals, miss nothing
Send a WhatsApp, record a meeting, and get AI-generated tasks. Every contact has a full history. Nothing slips through the cracks.
Your team stays in sync without spreadsheets.Automate sequences in minutes, not sprints.
🚀Teams using AgentiCRM workflows save 4.2 hours per rep per week.
World's First Agentic CRM with its own Database Agent, Drag & Drop Workflow Builder, and AI that thinks, acts, and follows up for you.
Seamlessly connects with other AI products and tools like LinkedIn Profiler, Card Vision, and more.
Drag, drop, done.
Non-technical teams build complex workflows. Conditions, loops, integrations — all no-code.
Your CRM, supercharged by AI Agents
Connect Claude AI to your CRM using a secure MCP token. Let AI handle the heavy lifting — from answering lead queries to running complex data workflows — through a simple prompt.
Connect Claude AI
Plug your CRM into Claude.ai using a secure MCP token. Ask Claude to search contacts, draft WhatsApp messages, or pull dashboard metrics — in plain English.
Works with Clawbot
Your developers can use Clawbot to build custom automations, query the CRM, and run intelligent workflows through natural language commands.
AI-Native by Design
Built from the ground up to work with AI agents. Generate tokens from the Integrations panel, paste them into Claude, and your AI can act on your CRM instantly.
Get in Touch
Ready to transform your workflow? Let's talk!
Or email directly: shreyan@asambhav.in