CRM.io
Deployment
Best for
Overview
About CRM.io
CRM.io is an AI-powered CRM platform that transforms sales, marketing, and customer service. It combines automation, AI, and analytics to optimize workflows and deliver personalized experiences. Features include an AI Agent for seamless data management via voice and text, reducing manual entry, and AI Cadence, which automates multi-channel follow-ups through email, SMS, and calls. The AI Email Bot automates responses, while the Telephony App offers live call transcription, recordings, and actionable recommendations to close deals.
CRM.io also includes WhatsApp Automation, enabling businesses to automate workflows, create message templates, and respond instantly. Additionally, it supports Robotic Process Automation (RPA) to streamline repetitive tasks, freeing up resources for strategic initiatives. The platform offers access to a B2B Database with verified business data, helping businesses identify opportunities and target the right audience.
At a glance
Software information
Industries served, licensing and the support CRM.io provides.
Industries
- Automotive
- Business-supplies-equipment
- Hospital-health-care
- Marketing-advertising
- Real-estate
- Retail
Licensing
- Proprietary
- Monthly Payment
- Annual Subscription
Support
- Live Chat
- Phone
- 24x7 Support
Training
- Webinar
- Documentation
Knowledge Base
- Help Guides
- Video
- Blog
Capabilities
CRM.io features
The full feature set, grouped by module.
CRM Software
- Contact Management
- Collaboration Tools
- Custom Dashboard
- File Management
- Forecasting & Analytics
- Lead Management
- Pipeline Management
- Reporting
- Sales Automation
- AI Features
Lead Management Software
- Campaign Management
- Contact Management
- Email Integration
- Lead Capture
- Lead Distribution
- Lead Nurturing
- Lead Segmentation
- Pipeline Management
- Sales Tracking
- AI Features
Plans
CRM.io pricing
Media