What is CRMOne?

CRMOne provides a comprehensive customer relationship management (CRM) solution infused with artificial intelligence, tailored specifically for startups and expanding businesses. It aims to unify sales, marketing, and customer support operations onto a single platform, leveraging AI to automate workflows, generate insights, and improve decision-making. The system includes features for managing leads and contacts, automating marketing campaigns across various channels like email, SMS, and WhatsApp, and tracking sales pipelines effectively.

The platform incorporates various AI tools under its "Aeri Intelligence" suite, such as generative AI for content creation, AI voice agents, chatbots for customer support, sentiment analysis, meeting summaries, and AI-driven lead scoring. CRMOne also offers a content management system (CMS) with capabilities like a website builder, course builder, and form/survey creation tools. It emphasizes simplifying business operations, enhancing team collaboration, and providing data-backed strategies to drive growth and improve customer satisfaction, all while ensuring data security and compliance.

Features

Aeri AI Suite: Includes Generative AI, AI Voice Agents, AI Chatbots, Sentiment Analysis, AI Lead Scoring, AI Copilot, and more.
Unified Inbox & Omnichannel Communication: Consolidate customer interactions from various channels.
Sales Pipeline Management: Visualize and track deals from lead to conversion.
Marketing Automation: Automate email, SMS, WhatsApp, and social media campaigns.
Workflow Automation: Streamline repetitive tasks across sales, marketing, and support.
Integrated CMS: Build websites, sales funnels, courses, forms, and surveys.
Help Desk & Knowledge Base: Manage customer support tickets and provide self-service options.
Customizable Dashboards & Reporting: Gain real-time insights into business performance.
Lead & Contact Management: Centralize customer data and interactions.
Built-in Calling & Telecalling Services: Connect with customers globally with integrated calling features.

Use Cases

Streamlining sales processes for startups and growing businesses.
Automating marketing campaigns across multiple channels (email, SMS, WhatsApp, social media).
Enhancing customer support with AI chatbots, help desk, and knowledge base.
Managing customer relationships and interactions in a unified platform.
Building websites and sales funnels integrated with CRM data.
Generating AI-powered content for blogs, emails, and websites.
Analyzing customer sentiment and prioritizing leads with AI.
Improving team collaboration on sales, marketing, and support tasks.
Tracking business performance with customizable reports and dashboards.

FAQs

How does the 21-day trial work?

When you sign up, you get instant access to the CRM for 21 days based on your chosen plan. You'll receive an email when the trial expires. To continue, add a credit card; otherwise, your account will be suspended.
Is my data safe?

Yes, CRMOne takes data security seriously. Servers are hosted in a world-class data center with 24-hour surveillance, and the application is kept updated with the latest security patches.
What types of payment do you accept?

Visa, Mastercard, Discover, and American Express credit cards are accepted. Check payments in USD are accepted for US and Canadian customers only.
Can I add my multiple businesses in CRMOne?

Yes, you can add multiple businesses. Charges will be based on a per-business basis.