CRM· Customer relationship management
Grow pipeline and forecast revenue
Customer Relationship Management
3 apps in CRM
- Engage
- Sign
- Connect
What you can do with CRM
AI writes a summary and call prep for each contact from their history, and AI calls run as steps in your outreach sequences.
See it in a demoCompanies and contacts
Follow each contact from subscriber to customer, with duplicates caught and data quality checked.
Deal pipeline and forecast
Move deals from prospecting to closed won, and forecast each rep's commit and best case against goal.
Lead scoring and assignment
Score leads on fit and engagement, and route new leads to the right rep automatically.
Outreach sequences
Schedule emails, call tasks and AI calls as steps that run in each contact's send window.
Calls, email and meetings
Log calls, track email opens and replies through Outlook, and let contacts book meetings from your link.
Lists and playbooks
Build lists to email in bulk, and share call scripts with your team as playbooks.
See CRM at work
Connect: AI calls
AI built into CRM
- AI contact summaries: where things stand and the next step
- AI call prep: an opener, talking points and questions to ask
- AI calls as steps in outreach sequences
- AI call summaries on each contact's timeline
AI calling
AI sales calls, powered by Connect
Connect places AI calls on demand, on a schedule or as a step in a sequence, holds the conversation and puts the summary and outcome on the contact's timeline.
- One click places the call; the agent follows your workflow's goal and questions
- A voicemail is left automatically when nobody picks up
- Agents can transfer a call to a rep, and hot calls are flagged for follow-up
- Do-not-call and consent are checked at the moment of dialing, calls stay inside calling hours in the contact's time zone, and every opening line discloses that the caller is an AI.
CRM plans
Prices in USD, billed monthly per user.
Starter
Everything a small team needs to get going.
$10 / user / month
Billed monthly
Get startedIncludes:
- Contacts and Companies
- Deal Pipelines
- Lists, Tasks and Playbooks
- Most popular
Professional
The AI and automation growing teams run on.
$20 / user / month
Billed monthly
Get startedEverything in Starter, plus:
- AI Account Briefs
- AI Sales Calls
- Call Intelligence
- Data Quality Tools
- Email Tracking
+ 7 more in the comparison below
Enterprise
Custom terms, controls and support for large organisations.
Custom
Volume pricing and terms for your organisation
Contact salesEverything in Professional, plus:
- Calling API and Webhooks
- Privacy and Retention Controls
- Teams, Roles and Audit Log
Features by plan
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Contacts and CompaniesKeep a complete view of every contact and company with custom fields, timelines and tags. | Included in Starter | Included in Professional | Included in Enterprise |
| Deal PipelinesManage multiple pipelines on a drag-and-drop stage board with deal approvals. | Included in Starter | Included in Professional | Included in Enterprise |
| Lists, Tasks and PlaybooksOrganize smart segments, follow-up tasks and shared call scripts for the whole team. | Included in Starter | Included in Professional | Included in Enterprise |
| AI Account BriefsGet a health score, key risks and a call-prep script for every contact and company. | Not included in Starter | Included in Professional | Included in Enterprise |
| AI Sales CallsPlace or schedule AI voice calls in one click, kept within business hours automatically. | Not included in Starter | Included in Professional | Included in Enterprise |
| Call IntelligenceScan every AI call for the keywords you track and jump to the moments that matter. | Not included in Starter | Included in Professional | Included in Enterprise |
| Data Quality ToolsImport from CSV or Excel, merge duplicates and monitor data quality on a dashboard. | Not included in Starter | Included in Professional | Included in Enterprise |
| Email TrackingSee who opened and clicked your emails, with templates and one-click unsubscribe. | Not included in Starter | Included in Professional | Included in Enterprise |
| Sales ForecastingForecast commit, best case and pipeline by month or quarter for every rep. | Not included in Starter | Included in Professional | Included in Enterprise |
| Lead and Deal ScoringScore leads from 0 to 100 on fit and engagement so reps know who to call next. | Not included in Starter | Included in Professional | Included in Enterprise |
| Live Call TransferHand a promising lead from the AI to a sales rep in the middle of the call. | Not included in Starter | Included in Professional | Included in Enterprise |
| Meeting SchedulingLet prospects book time themselves, with Outlook calendar sync and automatic Zoom logging. | Not included in Starter | Included in Professional | Included in Enterprise |
| Round-Robin Lead RoutingAssign new leads to the next rep in line instantly and fairly. | Not included in Starter | Included in Professional | Included in Enterprise |
| Email SequencesSend multi-step follow-up emails automatically within your sending windows. | Not included in Starter | Included in Professional | Included in Enterprise |
| Voicemail DropDetect answering machines and leave a voicemail in your AI agent's own voice. | Not included in Starter | Included in Professional | Included in Enterprise |
| Calling API and WebhooksTrigger AI calls from your own systems with scoped API keys and signed webhooks. | Not included in Starter | Not included in Professional | Included in Enterprise |
| Privacy and Retention ControlsDelete call data on your schedule and export it on demand. | Not included in Starter | Not included in Professional | Included in Enterprise |
| Teams, Roles and Audit LogControl access with fine-grained team permissions and a complete audit trail. | Not included in Starter | Not included in Professional | Included in Enterprise |
Why teams choose CRM
Know where every deal stands with a rep-by-rep forecast
Spend your time on hot leads, ranked by fit and engagement
Walk into every call prepared, with an AI summary of the contact
Works with the rest of TeckApps
CRM runs on the same platform and AI as every other TeckApps product.