CRM that tells you
who to call today.
AI CRM Agent reviews your contacts and deals every day, scores each contact from 0 to 100, and tells each salesperson: who to call now, which deal is cooling, and what to do next.
What AI CRM Agent can do
Six capabilities that turn your CRM from a record-keeper into a sales assistant.
Lead scoring 0–100
AI scores every contact 0–100 based on behaviour (email opens, site visits, time since contact) and history — no manual scoring needed.
Daily priorities — who to call today
Every salesperson gets a ranked contact list each morning with reasoning: '45 days no contact, contract on the table' or 'Opened quote 3× last week'.
Deal cooling alerts
Agent detects when a deal is 'cooling': 14 days no activity → reminder. 30 days → escalation. Configurable thresholds by stage and deal value.
Next-step recommendations
For every deal in the pipeline, AI says: what to do next, when the optimal call time is, and which argument is most effective given the stage.
Win/loss patterns by segment
Why do we lose a certain type of customer? AI breaks down 12 months of deals: losses by stage, competitor, region, product, and salesperson — patterns Excel misses.
Pipeline health overview
Quick daily summary: how many deals are stalled, total value at risk, and what needs to happen this week to hit the monthly target.
Example answers
Real examples of how AI CRM Agent answers everyday questions.
Who should I call today and why?
Your priorities for today (ranked by urgency): 1. 🔴 Petra Novaković (Kovacs d.o.o.) — Score: 94/100 45 days no contact. Last topic: annual subscription contract. Decision deadline: July 10. Risk: high. → Call this afternoon, propose a signing date. 2. 🟡 Andrej Vidmar (BioFarm) — Score: 81/100 Opened the quote 4× in the last 7 days. Did not reply to email. → Call in the morning, ask about possible objections. 3. 🟡 Maja Horvat (Stellar Logistics) — Score: 77/100 Demo 12 days ago. Promised feedback, hasn't given it. → Short message: "Have you had time to think it over?" 4. 🟢 Ivan Kos (AdriaBuild) — Score: 68/100 New contact, opened newsletter 2×, visited pricing page. → Send a short intro-call proposal.
Why did we lose so many deals at the 'Demo' stage this year?
Analysis of 31 deals lost at the Demo stage (Jan–Jun 2025): Root cause #1 — Demo too early (45% of cases): We ran the demo before understanding the customer's core problem. Customers said: "We don't see the connection to our process." → Fix: Demo only after a discovery call. Root cause #2 — Wrong attendee (29%): IT watched the demo, the decision-maker (CFO/COO) was absent. Average time to loss: 8 days after the demo. → Fix: Require decision-maker presence before confirming the slot. Root cause #3 — No clear next step (26%): After the demo we didn't agree on a concrete deadline or action. → Fix: End every demo with: "When can we speak again?" Total value of lost deals: €187,400 Average value: €6,045 — these are deals we could have saved.
Sales impact
Average Entexia customer results after 3 months of using AI CRM Agent.
How does it work?
Connects to your CRM
Agent reads contacts, deals, emails, and activities from your CRM. No data migration — works directly on your data.
Analyses every day
Every morning at 7:00 the agent scores all contacts, detects pattern changes, and updates priorities for each salesperson.
Tells you what to do
Salesperson opens CRM or receives an email with priorities: name, reason, score, suggested next step. Nothing is forgotten.
Tomorrow morning you know who to call.
7-day free trial. No credit card required.