What is AI-powered CRM software?

• Lead management: create, qualify and convert leads into deals or customers.
• Deal pipeline and activity tracking: calls, visits and tasks.
• Quotes with PDF, a cost analysis that compares catalog prices with purchase history, and an order that opens automatically on acceptance.
• Call analysis (STT): suggests activity fields from a conversation. Suggestions are saved only after the user approves them.
• AI sales role play with a coaching score, described on the AI agents page.
• AI site enrichment and AI lead generation with an ideal customer profile, available when the AI feature is enabled for your account.

Copilot is an assistant available on every panel screen. It answers questions, points you to the right screen and drafts write plans. Complete create and update plans are saved directly. Deletes, plans with missing fields, form steps, and turns that read external content wait for your approval. When a question needs records checked, Copilot opens a management meeting, and only the relevant directors join. Questions that need no record lookup are answered right away. Approval for deletes always stays with you.

A sales rep opens a digital sales room from a quote, and product lines, the quote summary and the welcome text fill in from the quote. The customer receives one link, which can be open or password protected and can carry an expiry date. The room tracks visits, unique visitors, document downloads, CTA clicks, video views and PDF page time. When threshold rules are set, for example on view count, PDF page time or video percentage, the record is highlighted and the seller gets a panel notification or an email. Acceptance or rejection is marked on the quote in CRM, not in the room. When a quote is accepted, an order opens in the stock module.

• Does the English interface cover leads, quotes, PDFs and orders from start to finish?
• Which AI features are live, and which are enabled per account? Ask for that answer in writing.
• How does approval work between a suggestion and a record change, and who approves deletes?
• Do quotes, sales rooms and follow-ups run on the same customer record?
• How are consent and suppression handled in email campaigns?
• How is pricing shared? Ask for an offer based on your scope.

Email campaigns follow the consent rules of each market. Where the İYS gate is enabled in Turkey, every campaign and sequence step checks each individual recipient's consent first, and recipients without consent are removed from the send list. Unsubscribe requests are passed on to İYS as refusals. The outreach and sales autopilot tool uses a shared suppression list that holds unsubscribed, bounced and CRM opt-out contacts. Data protection features support your compliance work, and legal review stays with your own advisor.