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AI Product

AI CRM

Pipeline that thinks for itself

Stop nagging reps to update Salesforce. Our AI CRM watches every email, call and chat, scores leads in real time, and writes the deal updates for you. Reps close 32% faster on average.

Perfex CRM coreCustom AI lead scoringOpenAI / Claude embeddingsPostgreSQL + Redisn8n integration layerTwilio / Exotel for telephony
AI CRM preview
Features

Everything you need out of the box.

AI lead scoring

Live scores from email engagement, web visits, call sentiment, fit signals — no manual tagging.

Auto deal updates

AI listens to calls and writes the deal note. Reps spend zero minutes on data entry.

Forecasting that works

Probability-weighted forecasts based on real activity, not gut feel.

Sales agents

Specialist AI agents draft replies, follow-ups and proposals for every stage.

Built-in dialer

Click-to-call with whisper-coaching, transcripts and AI-generated summaries.

Plays nicely

Two-way sync with HubSpot, Salesforce, Zoho, Pipedrive — adopt without migrating.

Benefits

Why teams choose AI CRM

32% faster close

Reps focus on selling, not CRM admin.

Zero data entry

AI updates the CRM after every call, email and chat.

Cleaner pipeline

Always-fresh activity timeline and accurate forecasts.

Use Cases

Where AI CRM shines

  • B2B SaaS sales
  • Agencies
  • Consulting
  • Real estate sales
Pricing

Simple, scale-friendly pricing.

Starter

₹ 3,999 / month

  • 3 users
  • Pipeline AI scoring
  • Email + call sync
  • Mobile CRM
  • Email support
Get started

Growth

₹ 8,999 / month

  • 15 users
  • Advanced lead scoring
  • AI deal summaries
  • Forecasting
  • WhatsApp sync
  • Slack updates
  • Priority support
Get started

Enterprise

Custom

  • Unlimited users
  • Custom AI models
  • Multi-region
  • SSO + RBAC
  • API + webhooks
  • Dedicated CSM
  • SOC2
Get started
FAQ

Common questions

Does it replace Salesforce?
It can — but most teams plug it in alongside Salesforce or HubSpot to avoid disruption.
How is lead scoring different?
Our model uses behavioural + content signals + LLM-based intent detection. It updates in real time.
Can I write custom AI playbooks?
Yes. Define stage-specific agent prompts, guardrails and SLAs in plain English.
Is sales call recording included?
Yes on Growth+. Includes transcripts, summaries and search.
Where is my data hosted?
Default: AWS Mumbai or Singapore. Enterprise: choice of region or on-prem.
Get a personalised demo

Try AI CRM on your data.

30 minutes. We’ll show you what’s possible for your business — no slide deck.