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Reply Faster, Follow Up Better as a Team

Manage customer conversations with contact records, AI assistance, and team tasks in one workspace.

CRMAI customers and partners

Blibli
Dapanel Digital Kreatif
Ndalem Kinasih
Samsung
Larissa
Tripperhood
Blibli
Dapanel Digital Kreatif
Ndalem Kinasih
Samsung
Larissa
Tripperhood
Why CRMAI

Keep Customer Conversations Moving

See what needs a reply, keep contact details close, and use AI for routine questions.

Know which chats need attention

The shared inbox shows which conversations are in progress, waiting in the queue, or closed, so teammates know what to handle next.

Reply to common questions faster

Save replies for questions your team sees often, or use an AI agent for routine requests.

Keep connected channels together

Manage supported messaging channels from the same workspace and see customer details alongside each conversation.

Check how service is going

Review conversation and team activity to see what is waiting and where someone may need a hand.

Let AI handle routine questions

Set up an AI agent for common requests, and have a teammate step in when a conversation needs judgment.

Pause AI replies when needed

Add a contact to the AI blacklist from the inbox to stop automated replies, such as when a teammate takes over.

One Workspace

See Conversations and Team Activity in One Place

Keep customer conversations, contact records, and assigned work in view so the team knows what needs attention.

Use quick replies, AI agents, and scheduled messages for routine work. A teammate can take over when a conversation needs judgment.

  • Shared inbox and chat queues
  • Customer contact records
  • Quick replies and scheduled messages
  • AI agents for routine questions
  • Broadcasts to selected contacts
  • Conversation and team reports
  • Roles, divisions, and assignments
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How it works

How CRMAI Works

Connect your channels, organize incoming chats, and keep each customer conversation moving from one workspace.

  1. 01

    Connect your channels

    Link the channels available on your plan so customer messages reach the CRMAI workspace.

  2. 02

    Review chats and customer details

    See conversations in a shared inbox, check customer details, and route each chat to the teammate or division that handles it.

  3. 03

    Reply with the right support

    Use quick replies or AI assistance for routine questions. Your team can step in whenever a conversation needs personal attention.

  4. 04

    Follow up with customers

    Schedule messages, send campaigns to selected contacts, and collect information through forms.

FAQ

Common Questions

What does CRMAI do?
CRMAI brings customer conversations, contact records, quick replies, AI agents, scheduled messages, broadcasts, and team assignments into one workspace.
Will CRMAI increase our sales?
It can help the team respond sooner and keep open conversations in view, but it cannot guarantee more sales. Results depend on your offer, service, and how consistently your team follows through.
Do we still need a customer service team?
Yes. CRMAI can help with routine replies and keep conversations organized, while your staff handles cases that need judgment or personal attention.
Can I manage more than one WhatsApp account?
Yes. Add multiple WhatsApp accounts to the same workspace and manage their conversations from the team inbox.
Can several admins and teammates use one workspace?
Yes. Invite teammates, set their roles, and assign conversations to a person or division.
Which channels can I connect?
CRMAI currently supports WhatsApp, Instagram, Facebook Messenger, Telegram Bot, and Web Chat. Telegram connections use a bot; channel availability can depend on your plan and workspace setup.
How does the AI Agent use my business information?
Add information to the Knowledge Base as text, Q&A, URLs, files, or sitemap pages. When the Knowledge Base is enabled, the Agent retrieves relevant information to help draft replies. Keep sources current and review important answers.
Can my team take over a conversation?
Yes. Team members can reply from the shared inbox and assign a chat to the right person or division. To pause automated replies while a teammate handles a contact, add that contact to AI Blacklist.
What are the limits for each plan?
Connection, AI usage, and feature limits vary by plan. The Pricing page shows the available plans, prices, and included limits; workspace subscription and usage details are also available in Billing. Values follow the active plan catalog.
How do I get demo access?
Open the Try Demo page and submit the request form. After submitting, check your email and WhatsApp for the temporary login details.