Unified customer record
Every contact, deal, ticket, email, and invoice on one timeline. No tab-hopping, no stale handoffs.
Learn more →
The AI customer platform
that runs your business for you.
Contacts, deals, support, invoices, email campaigns, and automations — unified in one workspace, and powered by an AI that actually does the work.
14-day free trial · Cancel anytime · Works with OpenAI, Claude, Gemini, or self-hosted
automatticcrm.com/admin/crm/dashboard
MA
Good afternoon, there 👋
Here's what's happening with your CRM today.
12 deals won
$2.22M revenue
5 pending tasks
+ Add Contact
+ Create Deal
+ New Ticket
+ Create Invoice
+ Log Activity
AI Insights
Analyze
Weekly Digest
Active Contacts
846
↑ 12 this week
Open Deals
$7.84M
38 deals
Open Tickets
14
3 high priority
Outstanding Invoices
$87.8K
3 overdue
Recent Deals
View all →
- Lumen Labs · platform$42,000
- Harbor Group$88,000
- Meridian OS$124,000
- Northwind · renewal$18,000
Overdue Tasks
View all →
- Follow up · Forge & Co2d
- Send proposal · Kite1d
- Demo · Axiom Ltd.today
- Review SLA · Harbortoday
Teams moving faster with AutomatticCRM
Northwind
Relay
Lumen
Forge & Co
Harbor
Kite
Axiom
Meridian
The problem
Your business runs across 7 tools that don't talk to each other.
Every tab switch is a handoff, every export is a risk, and every "AI feature" on the market is a chatbot wearing a nicer coat.
Spreadsheets for leads
Copy-pasted from LinkedIn, last updated in Q3.
A helpdesk that doesn't know about deals
Support closes a ticket, sales finds out three weeks later.
An AI chatbot bolted on as an afterthought
Knows nothing about your customers. Suggests nothing useful.
What you get
One platform. Every customer touchpoint. An AI that acts.
AI that works for you
Not a chatbot bolt-on. Native AI across every surface: scoring, forecasting, drafting, and executing.
Learn more →Sales pipeline, done right
Drag-and-drop pipelines, deal health scoring, win-probability forecasting, and next-best-action hints.
Learn more →Support without the helpdesk tax
Full ticketing with SLAs, AI auto-categorization, suggested replies, and a public customer portal — built in, not bolted on.
Learn more →Grow revenue on autopilot
Email campaigns, invoicing, payment tracking, follow-ups, and visual no-code workflows that run your playbooks 24/7.
Learn more →
AI Agent
Stop prompting. Start delegating.
Describe what you want done. The agent plans it, asks permission for risky steps, runs the actions across your workspace, and logs every move.
Permission-aware. Only does what the user is authorized to do. Fully audited. Every action is logged with who, when, and why. Extensible. Plug it into your own tools via webhooks and API.
Your AI. Your choice. No lock-in.
OpenAI
Anthropic Claude
Google Gemini
Ollama (self-hosted)
agent · acme-workspace
$ acme-agent
✓
Deep dive
Everything a growing team needs. Nothing it doesn't.
Deal · Lumen Labs · $42,000
Win probability 81%
Health
Healthy
Close date
May 14
Stage
Proposal
Procurement hasn't replied in 6 days. Send a one-paragraph summary with the signed SOC-2 letter attached.
Activity timeline
Sent proposal v3 · 6d ago Discovery call · 12d ago Added to pipeline · 18d ago
TicketsSLA
Thanks for flagging this. The export hits a timeout above 50k rows — we've shipped a fix in the staging build and will roll it out tonight.
Spring re-engagement · 4,218 contacts
Scheduled
Open
42.1%
Click
11.4%
Bounce
0.6%
Unsub
0.1%
Subject lines (AI)
- Still thinking it over? Here's 20% back.
- We saved your cart — and added something.
- Before you go: a quick thing worth seeing.
Invoice INV-0248
Overdue · 4d
Amount
$8,400.00
Predicted pay
Apr 27
Health
Watch
Hi Priya — following up on INV-0248, now 4 days past due. Would it help to split it into two payments this month?
Friendly
Professional
Firm
Urgent
Workflow · Priority Signup Response
Trigger
Form submitted
→
Condition
Score > 70
→
Action
Tag "Hot"
→
Action
Send email
→
Action
Create task
Runs
1,248
Success
99.4%
Avg time
3.1s
Close more deals, with less guesswork.
Custom pipelines and drag-and-drop boards, plus an AI layer that tells you which deals will close and which are drifting.
Unlimited custom pipelines with configurable stages Deal health, win probability, and next-best-action per deal Optimistic / realistic / pessimistic forecasting for the quarter
Helpdesk that knows the customer.
Tickets are linked to contacts, deals, and invoices, so every reply has the full picture — and the AI drafts it for you.
SLAs with auto-escalation and a public status portal AI auto-categorization, priority suggestion, and sentiment Tone-customizable suggested replies
Campaigns built to ship.
Drag-and-drop editor, segment-based sending, and AI that writes subject lines and improves body copy before you hit send.
Template library with personalization tags A/B testing, scheduled sends, and test sends Open, click, bounce, and unsubscribe tracking
Invoices that chase themselves.
Create invoices from deals, track payment status, and let AI draft the follow-up in the right tone at the right time.
Multi-currency, line items, PDF, and email delivery AI invoice health score and predicted payment date Aging reports and revenue forecasts
Your playbooks, on rails.
Visual no-code workflows that branch on data, pause for human approval, and log every run — tested before they ship.
14 action types — from tags to webhooks to AI calls Human approval gates for sensitive steps Dry-run testing before you go live
AI everywhere
AI, where it actually helps.
Workflow canvas
Trigger
Form submitted
"Get a demo"
Trigger
Stage changed
→ "Closing"
Condition
Lead score > 70
AI-computed
Action
Tag "Hot"
Action
Send email
Action
Create task
Dry run · 24 sample records
All pass ✓
Automation
Your playbooks, running themselves.
Build the repeatable parts of your job once. Let them run forever — with human checkpoints where they matter.
14 action types — tags, emails, field updates, webhooks, AI actions, and more. Human approval gates — pause on sensitive steps and route to the right person. Dry-run testing — see exactly what a workflow will do before it's live.
Teams
Teams ship faster with AutomatticCRM.
"We replaced our CRM, helpdesk, and invoicing tool in a week. Our forecasts are actually accurate now."
Priya Shah
Head of Revenue · Lumen Labs
"The AI agent built a workflow for onboarding new clients in four minutes. That used to be a whole Wednesday."
Marcus Jefferson
Founder · Forge & Co
"Every ticket now links to a deal and a customer record. Support and sales finally stopped arguing about who owns the account."
Elena Rossi
COO · Harbor Group
Compare
Why teams switch to AutomatticCRM.
This one
AutomatticCRM
Alternative
Legacy CRM
Alternative
Point-tool stack
Pricing
Simple pricing. Real AI included.
Free
$0 /mo
Basic CRM, forever free.
Contact management & deal tracking 1 user · 100 contacts · 25 deals No card required
Starter
$19 /mo
Email, invoicing, and reporting.
Email campaigns, invoicing, reports 5 users · 1,000 contacts · 250 deals API access
Most Popular
Professional
$49 /mo
Unlimited deals, AI features, priority support.
Everything in Starter 15 users · 10,000 contacts · unlimited deals AI features + priority support
FAQ
Questions, answered.
Run your business on autopilot. Starting today.
14-day free trial. No card required. Works with your favorite AI provider.
Ready to try it?
14-day free trial. No credit card. Every feature unlocked.