AI-Enabled CRM Software
That Actually Works.
AI writes follow-ups, scores leads, predicts churn, summarizes calls. Your sales team stops doing data entry and starts closing deals. 15+ hours per rep saved weekly.
Hi Kevin, saw you looked at our mortgage CRM pricing — happy to share how a mortgage brokerage hit 3.9× leads in 6 weeks...
AI does the grunt work.
Email Drafting
AI writes personalized follow-ups based on deal context
Lead Scoring
Behavioral + firmographic scoring updated in real-time
Call Summaries
Auto-transcription + AI summary + next-step extraction
Churn Prediction
AI flags at-risk accounts before they leave
Pipeline Forecasting
AI predicts close dates + deal values with 87% accuracy
Data Enrichment
Auto-fill contacts from LinkedIn, Clearbit, Apollo
“AI-enabled CRM contacts every lead in under 60 seconds. 284% more leads reached. Our reps went from 40hrs/wk of data entry to 40hrs/wk of closing. Revenue 3.9×.”
CRMs that predict, summarize, + act.
Your CRM has massive untapped data. We add AI that surfaces insights, automates outreach, and helps reps close deals faster — without forcing them to learn new tools.
CRM + data audit
Week 1-2Current CRM setup (Salesforce / HubSpot / Pipedrive), data model, integration inventory. Identify top 3-5 AI opportunities + ROI projections.
AI feature build
Week 3-6Call + email summarization, deal scoring + health, next-best-action suggestions, automated CRM data entry from meeting notes, objection-handling assistants.
Rollout + training
Week 7-8Gradual rollout per team, sales-rep training, adoption dashboards, feedback loops, rapid iteration on initial feature set.
Expand + compound
Month 3+New use cases added quarterly: forecast models, pipeline anomaly detection, territory + account ICP scoring, custom AI playbooks.
AI layer over your existing CRM.
We don't replace Salesforce + HubSpot — we make them dramatically more useful via AI.
Call + email summarization
Auto-summarize calls (via Gong / Chorus / Fireflies integrations), extract action items, update CRM fields without manual entry. Reps save 5-10 hours / week.
Deal scoring + health
Predictive scoring based on communication patterns, activity frequency, deal velocity, and fit scores. Actionable deal-health alerts integrated into pipelines.
Next-best-action suggestions
Context-aware AI suggests next steps per deal: specific email, meeting agenda, discount tactic, risk-of-loss interventions.
Rep-productivity assistant
Meeting prep packets auto-generated, objection-handling suggestions in real time (via Chrome extension), quick call-summary drafting.
Built for sales teams with complexity.
AI CRM delivers most value when sales processes are complex, data-rich, and reps are busy. Simple high-volume transactional sales see less benefit.
B2B SaaS Sales
Complex multi-stakeholder deals, long cycles, high ACV. AI summarization + deal scoring + next-best-action drive 15-25% pipeline-velocity gains.
Financial Services Sales
Wealth management, insurance, lending. AI reads documentation, surfaces compliance risks, drafts client communications within regulatory bounds.
Enterprise B2B
Manufacturing, logistics, professional services. Rep + account manager productivity lifts compound across 50-500-person sales teams.
Healthcare + Pharma Sales
Medical device, pharmaceutical reps. AI reads physician notes, flags interaction opportunities, surfaces compliance-safe talking points.
Model-agnostic, infra-rich, eval-first.
We run production AI on a deliberately diversified stack — so switching models or providers is a config change, not a rewrite.
WE SERVE YOUR INDUSTRY
Select Your Industry — Get a Custom Strategy
Click your industry below to start your free application — we'll tailor everything to your market.
Financial Services & Insurance
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Healthcare & Life Sciences
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Technology, Software & IT
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Retail & Ecommerce
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Real Estate & Construction
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Hospitality & Travel
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Automotive
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Manufacturing & Industrial
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Education & E-Learning
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Entertainment & Media
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Non-Profit & Government
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Logistics & Transportation
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Stop doing data entry.
AI handles the CRM work. You handle the closing. 15 hours per rep saved weekly.
AI CRM pricing.
Starter
MapleConnect · AI basics
Growth
Full AI suite
Enterprise
Dedicated + compliance
AI CRM, answered honestly.
Do I need a new CRM?
No — we layer AI over your existing Salesforce / HubSpot / Pipedrive / Close. No data migration, no workflow disruption. Reps keep their daily tools; AI enhances them.
What about call recording + transcription?
We integrate with Gong / Chorus / Fireflies / Clari for call data. If you don't have one yet, we can deploy one as part of the engagement. AI summaries + insights flow into your CRM automatically.
Will reps actually adopt it?
Only if the AI saves them time from day one. We design features reps immediately want — faster call notes, auto-filled CRM fields, meeting prep. Adoption: 85%+ within 30 days of launch typically.
Data privacy concerns?
All call + email data processed via enterprise AI APIs with zero retention + no training. PII redacted where needed. Compliance frameworks (SOC 2, HIPAA, GDPR) supported on all engagements.
How much does it cost?
Initial build $50-150K depending on CRM complexity + feature scope. Ongoing API + infra: $2-10K / month per 50-rep team. ROI typically 5-10× via rep time savings + deal velocity gains.
Three ways to get started
Pick the path that fits you best — a quick form, a detailed brief, or a live call. Selected service: AI & Automation.
Prefer phone? Call (650) 667-7036 — Mon–Fri · 9am–6pm MST