AI-Native CRM Platform

The CRM that thinks with you.
Not just stores data.

Base CRM + AI Intelligence + Omni-Channel — one platform built for teams that run on insight, not admin. Live on Day 1, with AI trained on your data.

360°Customer view
AIIntelligence layer
8+Channels
Day 1Go live
One platform Base CRM AI Modules Omni-Channel Multi-currency AWS · sovereign cloud
The challenge

Your CRM stores data. It should be driving decisions.

65%

of selling time is lost to manual data entry, reporting and context-switching between disconnected tools.

Fragmented pipeline

Leads, billing and commissions scattered across disconnected tools.

Zero intelligence

Records the past. Never tells you what to do next.

Channel chaos

6+ channels, no unified view, no routing, no context.

Reactive support

Complaints pile up with no triage, routing or SLA.

The best sales teams don't need more data — they need a CRM that tells them what to do with it.

Platform overview

Three layers. One platform.

Start with the base, activate what you need — no rip-and-replace.

Included

Base CRM

All core revenue operations — live on Day 1.

PipelineAccountsOrdersBillingCommissionSupportDashboardLead ScoringSentiment AIDoc GenMulti-currency

Pipeline, orders, billing, commissions, support, AI scoring, doc generation and global-native features — operational from Day 1.

Native + Customised

AI Modules

Intelligence on your CRM data — customised per client.

Next ActionVoice AgentSocial AgentAI ChatWorkflows

AI agents and advanced workflows trained on your data — not generic templates. Activate modules individually as you scale.

Native + Add-on

Omni-Channel

Every touchpoint unified — in one customer timeline.

Voice/SIPEmailWhatsAppSMSInstagramFacebookLinkedInWeb Chat

All channels feed one unified customer timeline — no switching, no gaps, no duplicate records.

Base CRM — included

Everything included. Nothing left out.

All 6 core modules plus global-native features — operational from Day 1.

Pipeline & Leads

AI-scored, stage-based, multi-currency.

Orders & Billing

GST/WHT/VAT, EMI schedules, auto-generated.

Commission Engine

Draft › Approved › Paid — automated calc.

Support Module

5 ticket types, SLA, AI sentiment escalation.

Live Dashboard

Role-aware, real-time, across all modules.

Role-Based Access

Superuser, Manager, Sales — filtered views.

6core modules
Day 1go live
Globalmulti-currency
100%commissions automated
A look inside

Real product. Not mockups.

The actual CRM Platform your team logs into on Day 1 — dashboard, orders, billing and access control.

AI modules

Intelligence built in. Not bolted on.

Each module activates a new intelligence layer on your Base CRM data — customised for your business, not generic templates.

AI Insights — included in base
  • AI Lead Scoring

    0–100 score: stage, value, inactivity, engagement.

  • AI Sentiment

    Real-time tone analysis — flag and escalate urgently.

  • AI Doc Generation

    Proposals, contracts, billing summaries in one click.

  • Next Best Action

    When to call, what to send, who to involve — on every lead.

AI Agents — native + customised
  • AI Voice Agent

    Outbound calling, qualification, appointment booking.

  • AI Social Agent

    Auto-generate and publish IG, FB & LinkedIn content.

  • AI Chat

    Web chatbot + WhatsApp — qualify leads 24/7.

  • AI Workflow Engine

    Intelligent automations — alerts, FX updates, routing, integrations.

AI in action

From lead to payout — AI at every step.

1

Lead arrives

Score 82/100

AI auto-scores and flags as high-priority.

2

Qualification

Call in 2 days

AI recommends the next best action from CRM data.

3

Proposal

Doc gen in 30s

One-click proposal generated from live CRM fields.

4

Order won

Billing + comm.

Billing schedule and commissions auto-calculated.

5

Support query

Sentiment ⚡

AI detects frustration and escalates immediately.

Score › nudge › generate › automate › escalate — AI adds value at every stage, with zero manual admin.

Omni-channel

Meet your customers where they already are.

Every conversation captured and logged to the CRM — automatically.

Voice / SIP

AI voice agents, inbound & outbound.

Auto-logs to CRM timeline

Email

SMTP + automated tracking.

Auto-logs to CRM timeline

WhatsApp

Meta Business API.

Auto-logs to CRM timeline

SMS

Bulk & automated campaigns.

Auto-logs to CRM timeline

Social

Instagram · Facebook · LinkedIn.

Auto-logs to CRM timeline

Web Chat

AI widget, 24/7.

Auto-logs to CRM timeline
Why AutoGenX

Enterprise features. Startup speed.

Native intelligence versus bolt-on add-ons — what's built in versus what costs extra.

FeatureCRM PlatformSalesforceMS DynamicsZoho CRM
AI Lead ScoringNative & customisedEinstein (+cost)Copilot (+cost)Zia (+add-on)
Commission EngineNative3rd-party appLimitedNot included
Billing SchedulesNative3rd-partyNot includedNot included
Support ModuleIncluded in baseService Cloud (+$)CS Hub (+$)Zoho Desk (sep.)
Multi-CurrencyNativeAvailableAvailableAvailable
AI Voice AgentNative & customisedEinstein Conv.Copilot VoiceNot native
Omni-ChannelNative + add-onDigital Engagement (+$)Omni (+$)Omni (+$)
Go liveDay 13–6 months6–12 months4–8 weeks
Implementation

Live on Day 1. Intelligence in weeks, not months.

Day 1

Core CRM operational

Included
  • Pipeline, Accounts, Orders & Billing
  • Commission engine — Draft to Paid
  • Support module — 5 ticket types, SLA
  • Role-based access & live dashboard
  • Multi-currency with daily FX updates
+ 4 weeks

Customised AI enablement

Native + customised
  • AI scoring models built for your pipeline
  • Sentiment analysis & auto-escalation
  • AI Voice Agent — outbound & inbound
  • Social Agent — IG, Facebook, LinkedIn
  • Web Chat & WhatsApp AI qualifier
+ 2 weeks

Omni-channel integration

Native + add-on
  • Voice/SIP — inbound & outbound calls
  • Email — sequences & automated tracking
  • WhatsApp — two-way messaging
  • SMS — bulk & automated campaigns
  • Social & Web Chat — 24/7 AI-powered

Core CRM live on Day 1 — AI and channels activate in weeks, without disrupting your team or existing workflows.

Infrastructure

Enterprise-grade security. Always available.

Hosted on AWS in your region — your data never crosses borders, and your team is never without access.

Data security

Built-in protection

  • AES-256 encryption at rest & in transit
  • OAuth 2.0 authentication with MFA
  • Role-based access — zero privilege creep
  • Full audit trails on all data changes
  • Privacy Act compliant — AU, GDPR-ready
High availability

Always on

  • 99.9% uptime SLA with proactive monitoring
  • Multi-zone redundancy — no single point of failure
  • Auto-scaling under peak load
  • Daily backups with point-in-time recovery
  • Zero-downtime deployments & instant failover
AWS hosted

Sovereign cloud

  • Data stays in your country
  • CloudFront CDN — fast globally, compliant locally
  • Encrypted backups — durable, versioned
  • ISO 27001 certified AWS infrastructure
  • SOC 2 Type II compliant environment
Plans

Three ways to start. One platform to grow.

Begin with the base and activate AI and channels as you scale — no rip-and-replace, no lock-in.

Included

Base CRM

All core revenue operations, live on Day 1.

  • Pipeline, Accounts, Orders & Billing
  • Commission Engine — automated
  • Support Module — 5 types + SLA
  • AI Lead Scoring, Sentiment & Doc Gen
  • Multi-currency, time zones & role-based access
Book a demo
Most popular

Base + AI Enablement

Base CRM with AI trained on your data.

  • Everything in Base
  • AI trained on your data & workflows
  • AI Voice Agent — outbound & inbound
  • AI Social Agent — IG, FB, LinkedIn
  • Web Chat + WhatsApp AI qualifier & Next Best Action
Book a demo
Native + add-on

Full Suite

Base + AI with every channel connected.

  • Everything in Base + AI
  • Voice/SIP inbound & outbound
  • Email sequences & tracking
  • WhatsApp two-way & SMS campaigns
  • Social + Web Chat, 24/7
Book a demo

Per-user pricing shared on your demo — full implementation support, data migration and a 30-day satisfaction guarantee included.

AI-native CRM

Ready to make your CRM intelligent?

Book a 30-minute demo and see CRM Platform working with your actual pipeline, support tickets and team data.

Book a demo
Full implementation support Data migration & onboarding 30-day satisfaction guarantee AI customised for your business
FAQ

Frequently asked questions

Still deciding? Book a consult and we'll tailor it to you.

What is CRM Platform?
CRM Platform is an AI-native CRM that brings pipeline, orders, billing, commissions and support together with an AI intelligence layer and omni-channel — one platform instead of disconnected tools.
How is it priced?
Pricing depends on your team size and which modules and channels you activate, so we tailor a quote rather than publish a fixed price. Book a short consult and we'll map it to your needs.
How quickly can we go live?
The core CRM is designed to be operational quickly, with AI enablement and channels activated over the following weeks — without disrupting your team.
Will it integrate with our existing tools?
Yes. It can consolidate disconnected tools and integrates with your existing systems, channels and data during onboarding.
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