The CRM where your agents leave the work done.
It isn't a place for your team to type up what already happened. It's where the agent validates the lead, creates the record and tells the right rep, while the conversation is still open on WhatsApp.
Why yours isn't working
A CRM doesn't fail for want of fields. It fails because nobody fills it in.
It charges for everyone who looks at it
Every new rep pushes the bill up, so you end up buying fewer seats than you need and sharing passwords. The people who should see the data are the ones left out.
The wrong person fills it in
Your rep finishes the call and then types up what just happened. That stretch isn't selling, it's transcription, and it's the first thing to go when the day gets busy.
WhatsApp stays outside
The conversation that actually decides the sale happens on a phone, and reaches the CRM as a hand-written note, late and half done.
What changes
It fills itself, because whoever fills it is whoever did the work.
The same agent that answers on WhatsApp is the one that goes into the CRM. It validates against the criteria you set, creates the record with what the conversation gave it, and assigns it to the right rep. By the time your team opens it, the work is done.
01
The message arrives
A customer writes to your WhatsApp number. The agent answers at once, at any hour.
02
The agent qualifies
It asks what it needs and checks against your criteria, not its own.
03
The record lands
Record created, stage set, conversation attached. Nobody types a thing.
04
The right person hears
The rep gets the qualified lead with the full context already in front of them.
The foundation
We didn't invent the CRM to sell you something.
We use Twenty, an open CRM that improves on its own with a community behind it. We don't touch its insides: we put the agents in, we run it and we answer for it. You get the best of both — a CRM that doesn't depend on us and agents that do belong to us.
We mention it because it changes what you risk by starting.
If you leave one day, you leave with everything
Not with a spreadsheet export: with the whole CRM, which exists outside PAI and keeps running without us. We'd rather you stayed because you want to, not because you can't get out.
It improves while we sleep
Every new release reaches you. You aren't stuck on the copy some vendor touched three years ago and never looked at again, which is how most bespoke CRMs age.
The part that does the work is ours
The CRM is the table the work gets set down on. The one qualifying, writing the record and telling the rep is the agent, and that we build ourselves.
Twenty is an independent project. We use their software; we're not partners of theirs.
What you get
It comes with your plan. No separate charge, and none per user.
We charge for work done, so adding people to look at the data doesn't move your bill. What changes is how many users fit.
| Start | Scale | Command | |
|---|---|---|---|
| CRM users | 5 | Unlimited | Unlimited |
| Your own subdomain | ✓ | ✓ | ✓ |
| Custom domain (crm.yourcompany.com) | — | ✓ | ✓ |
| The agent writes into the CRM | ✓ | ✓ | ✓ |
| Connections to your current CRM | — | ✓ | ✓ |
The sixth user is the most common wall: a company with twelve reps crosses it in month two.
See the full pricing tableStop paying for seats. Start paying for work done.
Try it yourself
Three days on Start, no card. You build your agent and watch the first record land on its own.
Let's talk about your operation
If you need to wire in the Salesforce you already run, or bring the whole sales team along, we look at it together.