Simple CRM AI gives each of your clients a dedicated agent that follows up, takes notes, and keeps your pipeline moving — so you stay on top of every relationship, effortlessly.
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Pipeline value
$142,500
Conversion
24.2%
Active clients
68
The agent layer
Every client comes with a private AI agent trained on their notes, history, and stage. Ask anything, get the right context back.
Tell the agent to follow up, propose a meeting, or check in. It drafts the email or SMS in your voice — you approve, it sends.
The agent updates fields, logs activities, sets reminders, and advances stages on your behalf. The CRM keeps itself current.
Built for operators who want a CRM that's quiet, beautiful, and obvious — every detail considered.
Public intake pages, embeddable forms, and webhooks land directly in the pipeline.
A per-client AI that drafts replies, summarizes, and keeps records up to date.
Smart follow-ups so a relationship never goes cold.
Pipeline value, conversion, and stage velocity — at a glance.