CRM AI TEAM

Your CRM now has a team. And it's AI.

AI agents that chat with your leads over WhatsApp and email, qualify them and even book the meeting — like another rep. Plus scoring, deal coach and smart assignment to power up your human team.

Key capabilities

01

Qualifier (AI chatbot)

The AI chatbot that actually qualifies: it chats with your leads, captures the data you define, evaluates your criteria and hands off to your rep with an actionable summary.

02

Setter (autonomous SDR)

Does everything the Qualifier does and, on top of that, books the meeting on your rep's calendar. An SDR that works the conversation end to end.

03

Lead Scoring (0-100)

Each lead gets an automatic score based on your ideal customer profile, recalculated when its data changes.

04

Deal Coach

Next-best-action recommendations per deal, focused on those stuck too long in a stage.

05

Sequences with A/B split

Email cadences with conditional branches, A/B testing, exit conditions and open and click tracking.

06

Smart assignment

Lead distribution by round-robin, capacity, territory, source or value, with automatic reassignment when someone is out.

01

The Qualifier: an AI chatbot that actually qualifies

It's not a button tree: it really chats over WhatsApp and email, understands audio and images, and captures the fields you define (person, company or deal). It evaluates your qualified and disqualified criteria, and when a lead qualifies it hands off to your rep with a summary that's ready to act on. You configure its knowledge base, its working hours, and the limits on follow-ups and turns — with a playground to test it before you turn it on.

Qualifier · WhatsApp
IA
Hi, I saw the ad. How does it work?
Hi! I'll explain in 1 minute. Which company is this for, and what budget are you working with?
Logística Andina. Budget already approved.
Captured data
NameValentina Sosa
CompanyLogística Andina
BudgetSet
Qualified · Handoff
Handed to Martín Vega with a summary
02

The Setter: your end-to-end autonomous SDR

Everything the Qualifier does and, on top of that, it books: it proposes times and reserves the meeting on the calendar of the rep who will take it. It picks the channel by country, uses approved WhatsApp templates outside the 24-hour window, converts prospects into deals in the pipeline you choose, and routes to the right person at each step — escalation, deal owner, calendar and email inbox can each be a different person.

Setter · WhatsApp
IA
Great. Here are some times for the demo:
Wed 24 · 10:00
Wed 24 · 15:30
Thu 25 · 11:00
Wednesday at 10 works for me.
Meeting booked
MB Suite Demo · Wed Jun 24, 10:00
Martín Vega's calendar · reminders on
03

Scoring and Coach for your human team

AI scores every lead and every deal, and tells you why: which signals add up, what's missing and the next best action to move it forward. Instead of guessing who to call first, your reps work with data-backed priorities.

AI lead scoring
IA
VS
Valentina Sosa
Logística Andina · Manager
Score87/100
Next best action
Schedule a demo this week
Why this score
Visited pricing 3 times
Company with 50+ employees
Replied in under 1 h

Add your AI Team in minutes

Qualifier, Setter, scoring, coach and assignment — included.

14 days free of charge · Cancel anytime