Made for sales teams that want their CRM to match how they already work.
Book a demoThe CRM forces your process to bend to its template, not the other way around.
70% of CRM rollouts still miss how teams actually sell. You end up with brittle template hacks, vendor consultants on retainer, and a CRM that quietly dictates the workflow.
The “AI” in your CRM is a chatbot wrapper, not real intelligence.
Generic AI bolted onto a standard CRM is trained on aggregate data — not your conversions, your churn, your buyers. It flags what any generic model would flag, and misses what your domain actually needs scored.
Your customer data, audit logs, and ML history sit in someone else’s cloud.
Extracting any of it is painful and incomplete. For regulated industries — healthcare, financial services, EU residency — it’s a compliance non-starter the moment you try to scale.
Per-user pricing punishes growth — every seat, every module, every integration.
AI add-ons, advanced reporting, and integration credits stack on top. At enterprise scale, 5-year TCO often runs 3× what a custom build costs — for a product the team still works around.
Your pipeline, inbox, calls, and the tools you already run on — pulled into one place.
Stored in the region you choose, encrypted in transit and at rest, and owned by you.
Models tuned to your pipeline score leads, forecast deals, and enrich every record.
Scored leads, trusted forecasts, and a clear next step — right where your team works.
Every lead ranked by how likely it is to convert.
Forecasts built from real pipeline behaviour, not guesswork.
Records fill themselves — no manual data entry.
Routing, reminders, and follow-ups run on their own.
Model your real pipeline, not a fixed template.
A live view of pipeline, conversion, and forecast.
HIPAA · HL7 · FHIR
PCI-DSS · OMS · POS
IRDAI · SOC 2 · GDPR
RERA · CRM · MLS
OpenAI
Anthropic Claude
Google Gemini
Meta Llama
HubSpot
Salesforce
Pipedrive
Zoho
AWS
Microsoft Azure
Google Cloud
Slack
Microsoft Teams
Outlook
Google Calendar
Calendly
Cal.comYour stages, your rules, your data — not someone else’s fields.
Models tuned to your data, with evals and guardrails.
No lock-in. AWS, Azure, or Google Cloud — your choice.
Discovery → design → build → launch — no handoffs.
Fixed scope, working software demoed every week.
Production-grade from day one — not a demo-ware prototype.
Audited annually · third-party verified
SOC 2 Type II
GDPR
ISO 27001
HIPAA CompliantEncrypted · region-controlled · audit-ready
TLS 1.3 in transit · AES-256 at rest.
Granular permissions, SAML/OAuth, full audit logs.
US, EU, India, APAC — your data stays where you choose.
SOC 2 Type II reports and pen-test results on request.
The CRM modernization service that turns legacy systems into production-grade AI CRMs — built for your pipeline, your data, your team.
Explore the ServiceA custom AI CRM that scores your leads, forecasts deals, and saves your team hours.
