AI CRM

An AI CRM that does the work when you ask

Ask in plain language and the WebifyGO AI Assistant finds, updates, and reports on your real CRM data, drafts quotes and emails, and briefs you before every call. It works as you, with your permissions, and nothing changes without your approval.

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Runs on Claude by Anthropic · Respects your permissions · Undo AI edits for 7 days

WebifyGO AI Assistant creating a lead and asking for approval inside the CRM

The Problem

Why most CRMs stop being used

Updating the CRM takes longer than the work itself, so nobody does it.

Simple questions are buried behind filters, reports, and exports.

Fixing data means clicking through records one at a time.

Ask, Don't Click

Your whole CRM, one question away

The assistant opens in a side panel on every page and knows which record you are looking at. Ask the way you would ask a colleague.

Brief me before a call

One click on any record: summary, open quotes and tickets, latest activity, and the next step.

"Brief me on Acme Corp"

Find anything

Search and filter across every module without building a report.

"Leads from Italy this month with no activity"

Fix data in bulk

Update up to 500 records with one approval and a preview of what changes.

"Assign these 120 leads to Sara"

Quotes and invoices

Build a quote with line items from your catalog, then invoice it once accepted.

"Quote Acme for 10 Pro licences, 15% off"

Follow-ups and email

Find who needs chasing and draft the emails. Nothing is sent until you approve.

"Follow up on quotes open longer than a week"

Reports and dashboards

Live numbers from your data, and dashboard widgets built on request.

"Pipeline by stage for this quarter"

Business card to contact

Attach a photo, PDF, or CSV and the assistant turns it into records.

"Save this card as a contact"

Meeting notes to follow-ups

Paste your notes. They are logged on the right record, with reminders for every next step.

"Log these notes on the Northwind deal"

Works While You Don't

AI that runs without being asked

AI in your workflows

When a lead or ticket comes in, an AI action can qualify it, fill fields, add a comment, or draft a reply. Test it on a real record first and cap how often it runs each day.

Scheduled briefings

Your daily plan, overdue invoices, or pipeline summary every morning, every weekday, or every week, saved in the chat and emailed to you.

Answers from your knowledge base

How-to and policy questions are answered from your own knowledge base articles, with links to the source.

Safe by Design

An assistant you can trust with your data

The WebifyGO assistant does more than summarise: it changes real records. So every guardrail is built in from day one.

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Works as you
Role, module, and field permissions apply. It sees and changes only what you can.

You approve every change
Creates, edits, deletes, and emails wait for your OK, with current and new values side by side.

Undo for 7 days
Take back the edits and new records from any reply in one click.

Every change on record
AI changes are marked "AI" in each record's history.

Admin control
Turn it on per role, set chat retention, and see usage and feedback per user.

Your own instance
Your CRM stays in your dedicated instance. The assistant reaches it only through the same permission-checked API your team uses.

Learns How You Work

Gets better the more your team uses it

Skills for your processes

Playbooks like "how we build a quote" or "how we triage tickets", assigned to the roles that need them. Start from a library of ready-made skills.

Personal memory

It remembers your preferences and context between chats. Each user sees and edits only their own notes, and can turn memory off.

Company knowledge

Rules your team teaches it can become company knowledge, shared with chosen roles only after an admin approves them.

FAQ

Frequently asked questions

Still have questions? Talk to our team.

It searches, creates, and updates records in every module, builds quotes, drafts and sends emails, answers questions with live numbers, adds dashboard widgets, and briefs you on any record. You ask in plain language from a side panel available on every page of the CRM.

No. Searching and reading run straight away, but in the chat every create, edit, delete, and email waits for your approval, showing the current and new values. Deletes, emails, and bulk edits are always confirmed one by one.

No. The assistant works as the logged-in user through the same API as the CRM, so role, module, and field permissions all apply. It cannot see or change anything that user cannot.

Yes. For 7 days, the edits and new records from any AI reply can be undone in one click, unless someone changed them since. Every AI change is marked "AI" in the record history.

Yes. An AI action in any workflow can fill fields, add a comment, or draft an email when a record is created or updated, with a daily run limit. Scheduled prompts send you a daily plan or pipeline summary at the time you choose.

Yes. Skills are playbooks for your processes, like how you build a quote, assigned to the roles that need them. Each user has a private memory, and company knowledge is shared only after an admin approves it.

The assistant runs on Claude by Anthropic. An admin turns it on for the roles that should have it, and each user connects their own Claude account or an Anthropic API key, so AI usage is billed by Anthropic directly.