The AI-native CRM. Score leads, draft follow-ups, ship proposals, watch your pipeline — and let the built-in tool-using AI assistant do the heavy lifting.
Trusted by 600+ sales teams
Numbers from real teams in their first 8 weeks on Crmzix.
Sales reps focus on hot leads, not cold ones. Conversion lifts within 8 weeks.
AI follow-ups + auto-tasks shorten the gap between first touch and close.
AI-drafted proposals reference customer-specific context — bigger and faster yes.
No more copy-pasting between CRM, email and Notion. Crmzix talks to itself.
Three steps. No 6-week onboarding. No certified consultants.
Pick a plan, invite your sales reps, set roles (Manager, Sales agent). No setup call, no implementation fee, no certified consultants.
Drop the embed form on your website, push leads from your other tools, or import a CSV. Every new lead is auto-scored on arrival.
Ask in plain language. The assistant reads your live pipeline, drafts follow-ups, generates proposals and surfaces stalled deals — so your reps stay focused on closing.
From first touch to invoice paid — no half-finished modules, no add-on stores, no surprise pricing tiers.
Chat with the assistant in natural language. It reads your live CRM via secure tools — answers about pipeline, leads, deals with real numbers, no copy-paste.
Type 'leads from IT not contacted in 30 days'. AI converts to a safe Prisma query and returns clickable results across leads, accounts, opps, contacts, tasks.
Personalized morning brief on the dashboard. Overdue tasks, hot leads, deals closing soon, overdue invoices — with actionable next steps.
Every lead scored 0–100 with reasoning + next-best-action. Hot leads bubble up automatically.
Drop a Compose button on any contact / account. Pick intent + tone + language; AI writes subject + body, ready to send via mailto.
Generate a personalised follow-up referencing prior notes. Save as draft or send via SMTP. Full history.
Paste a domain or email; AI fills industry, employee band, revenue, HQ, description. Optional live website scraping (Firecrawl).
Brief the AI with the deal context, get a structured proposal. Edit, download PDF, email with attachment. Statuses tracked.
Per-opportunity coaching: health, next best action, risks with severity, likely objections + responses, win probability %.
Workspace audit returning a 0–100 health score. Flags stale deals, abandoned leads, expiring contracts, data-quality gaps.
Spot inactive high-value leads + abandoned deals. Estimated lost revenue + AI win-back drafts.
Admins click Scan; AI clusters similar accounts / contacts and suggests which record to keep.
Tap mic, speak 30s about a call. Whisper transcribes, AI extracts category + entities + action items + follow-up suggestion.
Paste a Zoom / Meet / Teams transcript. AI returns title, attendees, decisions, action items with owners, open questions, follow-up email draft.
Click a badge on any email — AI labels positive / neutral / negative / frustrated / urgent with score + supporting signals.
Triggers (new lead, hot lead, proposal sent) → actions (create task, notify admin, draft follow-up).
Auto-creates tasks for inactive leads, overdue deals, missed follow-ups. Idempotent, cron-driven.
Real DB-backed metrics: pipeline value, weighted forecast, won/lost, conversion rate, deals by stage.
Sales, Leads, Accounts, Activity, Campaigns, Users dashboards. Save configs; schedule recurring email delivery (CSV / PDF).
Unified feed per lead: notes, emails, tasks, status changes, AI actions. Audit-grade.
Drip / one-shot campaigns to Target Lists with templates, placeholders, scheduling, send tracking.
Embeddable forms with origin allowlist + UTM tracking. Drop into any site, leads land in CRM.
Series, tax rates, line items, multi-currency with FX snapshots, partial payments. Issue → Send → PAID lifecycle.
One click generates a hosted checkout link. Webhook auto-marks invoices PAID. Stripe customers persist per CRM account.
Bill in any currency. Optional ECB daily auto-update of rates. Reports normalize to your base currency.
Plug in Anthropic, OpenAI, or Gemini. Buyer picks the key from Admin → LLM Keys; the active provider is auto-detected.
Admin · Manager · Sales agent · Member. Routes + APIs gated. Self-demote protection.
Encrypted credentials, role-based access, full audit log on every write. Built for teams that take customer data seriously.
Crmzix ships with a tool-using assistant that reads and writes your CRM directly via 7 secure tools. Lead scoring, follow-up drafts, deal summaries and natural-language queries — out of the box.
Three examples of what your team will see — every day, on every deal.
Stated $40k Q3 budget and decision-maker is engaged. Last contact 3 days ago referencing pilot scope. Strong purchase intent.
Hi Marie, Following up on our chat last Thursday — you mentioned you wanted to lock the pilot scope before Q3 kickoff. Should I prepare a one-pager with the three modules we discussed (sourcing / scoring / outreach), or would a 20-min call this week work better to align? Happy either way. Best, Daniel
1. Executive summary — 5-week pilot integrating Crmzix scoring into Acme's existing Salesforce instance... 2. Scope & deliverables — Module A (lead scoring), Module B (follow-up automation)... 6. Investment — Total: USD 38,000
Generic CRMs make you bend to their workflow. Crmzix bends to yours.
Pain
Long enterprise cycles, multi-stakeholder deals.
With Crmzix
AI summarises threads, scores stakeholders, drafts CEO-grade proposals.
Pain
Pitches that take days, follow-ups that fall through the cracks.
With Crmzix
Generate full proposals in minutes. Auto-chase silent prospects.
Pain
Trust-heavy sales, dozens of touchpoints per client.
With Crmzix
Unified timeline shows every conversation. Win-back drafts revive cold contacts.
Pain
Hundreds of leads, no time to nurture each one.
With Crmzix
Lead scoring sorts hot from cold automatically. Follow-ups go out the same hour.
Pain
Regulated data, slow decision-making, multi-buyer committees.
With Crmzix
Encrypted at rest, role-based access, full audit log on every action.
Pain
Complex quotes, multi-product deals, slow CAD-to-invoice handoff.
With Crmzix
Proposals generate with line items and totals. Smart tasks chase missed approvals.
Pain
KYC-heavy onboarding, regulatory compliance pressure.
With Crmzix
Audit-grade timeline, retention rules, encrypted credentials per workspace.
Pain
Seasonal demand spikes, manual outreach to prospects.
With Crmzix
Embed lead-capture forms anywhere. AI nurtures candidates between cohorts.
What a sales rep's day looks like when the CRM works for them.
Open the AI Assistant — "What needs my attention today?" — get a 3-bullet briefing on hot leads, stalled deals and overdue tasks.
New leads from the website are auto-scored overnight. Hot ones surface at the top of your pipeline before you finish your coffee.
One click → AI drafts a tailored email referencing prior notes. Edit the bits you want, hit send. Five emails out in under ten minutes.
Brief the AI with the deal context. A complete proposal lands as PDF, attached to an email, ready for the prospect's lunch read.
Open the contact, see the unified timeline of every prior touchpoint. No "refresh-my-memory" call openers.
Smart Tasks queue tomorrow's follow-ups automatically. Your pipeline is updated. You leave the laptop on time.
| Crmzix | Legacy CRM | |
|---|---|---|
| AI that reads your data | Built-in | Add-on, $25+/seat |
| Time to first lead | 5 minutes | 1–6 weeks of onboarding |
| Custom fields | Unlimited | Capped per plan |
| Embeddable lead form | Built-in + UTM tracking | $/marketing-tier upsell |
| Full proposal + PDF + send | Built-in | Separate $89/mo product |
| AI follow-up + win-back drafts | Built-in | Not available |
| Audit log + role gating | Built-in | Enterprise tier only |
| Cancel anytime, no contract | Yes | Annual commitment |
Quotes from early adopters. Yes — they're real.
“We replaced HubSpot Starter and a homegrown email tool with Crmzix in a weekend. The AI assistant alone saves my team 6 hours a week.”
“Lead scoring + automation rules together mean my SDRs only chase deals that actually have a pulse. Conversion rate up 34% in 8 weeks.”
“Customer data privacy is table-stakes in regulated industries — and Crmzix is the only AI-native CRM I found that takes it seriously without sacrificing the experience.”
“The proposal generator wrote a $42k proposal that landed verbatim. I edited two paragraphs.”
“Finally a CRM where the data model is sane and the AI is more than a chatbot pasted on top.”
Three of the screens you spend the most time in.
No spreadsheets. No copy-paste from Salesforce. Crmzix rolls everything up the moment you open the page, weighted by stage probability.
list_hot_leads(), list_overdue_followups()The assistant doesn't just summarise — it acts. Drafts follow-ups, scores leads, generates proposals, all auditable in the UI.
Generate a form, copy the snippet, paste on your website. Origin allowlist + UTM tracking + auto-scoring on arrival.
<form data-crmzix="8a4f..." /> <script src="//crmzix.com/ embed.js"></script>
Move the slider to match your sales team size. We'll show what you pay vs what you get back.
Start free. Upgrade when you're ready. Cancel any time.
Yes. Your contacts, deals, emails and AI conversations stay in your Crmzix workspace and are never shared with any third party. AI requests go directly to the provider for that one request only — no training, no logging on our side.
Yes. Lead scoring is grounded in the data you provide and returns explicit reasoning + a next-best-action you can verify. Follow-up drafts and proposals are always editable before they leave your account — the AI is an assistant, not a black box.
Yes. Use the embeddable lead-capture form, push leads via the public API, or import a CSV. Most teams run a 1-week parallel period before fully cutting over from HubSpot, Salesforce or a homegrown spreadsheet.
No. Sign up, invite your team, start using it. The embeddable lead-capture form is copy-paste HTML — anyone can drop it on a website. Custom fields, automations and roles are all configurable from the UI.
Add seats from Settings. Roles (Admin, Manager, Sales agent, Member) let you scale without giving everyone access to everything. Volume pricing is available on the Enterprise plan.
Yes. Cancel your subscription with one click — no contract, no early-termination fee. You can export your data at any time from Settings → Export.
Try Crmzix free for 14 days. No credit card required.