The recap stays in the chat
AI summarises your call beautifully. Then the summary sits there, and the CRM still knows nothing.
AI-native CRM
Keeping it all in your head
stops working.
As you grow, the promises made on calls and in person start slipping: missed follow-ups, deals going cold, revenue leaving quietly. CrmAI remembers them for you and turns them into next steps, already written.
Chiara BelliniVega Sistemi
- Next move
- Send the proposal with updated numbers
- Due
- Monday 25
- Value
- €24,000
- Objection
- Second-year pricing
Draft ready
Chiara, as promised here is the proposal with the updated numbers…
“…let’s talk Monday, I’ll send the proposal with the updated numbers.”
- Free with MCP, no expiry
- €49.99 per user a month, one-month trial
- iOS, Android, web
The point
When you were few, memory was enough.
Then the clients grew, and things started slipping.
Twenty fields before selling
CRMs are built backwards: fill the record first, work after. So nobody fills the record.
The card died in your pocket
That person you met three weeks ago. Name, company, what you actually discussed: all gone.
Recognise at least one of the three?
Try it on your own inboxHow it works
Three moments where context disappears.
In all three, you do nothing.
On a call
The call writes itself
CrmAI Notes records the meeting from your Mac, no bot in the call; on iPhone and Android the app does the same. Meet, Teams, Granola or Plaud work too. The transcript becomes an updated deal, noted objections and a drafted follow-up.
The notetaker is built in: no extra app to buy, no extra participant in the meeting.
Put it to the test on your next call.
Try it on your own inboxChiara…the second-year price looks high compared to the initial offer
YouI hear you, I’ll send you the comparison with the updated numbers
Objection
Second-year price
Next move
Updated numbers comparison
Email draft
Vega renewal — year 1 / year 2 comparison
Hi Chiara, as promised here are the numbers side by side…
Annotated from the call
In person
The meeting doesn’t evaporate
Photograph the card or dictate two lines. CrmAI creates the contact, notes where and when you met, and reminds you to write before it gets late.
Location and calendar event captured automatically.
The next event in your calendar.
Try it on your own inboxNordest Logistica
Marco Rinaldi
IT Director
m.rinaldi@nordestlog.it
+39 348 55 21 907
New contact
Marco Rinaldi
IT Director · Nordest Logistica
- m.rinaldi@nordestlog.it
- Phone
- +39 348 55 21 907
from location and calendar
Where you met · SMAU Milan — stand B14
When · Thursday 18, 15:40
Reminder15:40
Write by tomorrow: you promised him the comparison with their current system.
Contact created · follow-up scheduled
In chat
Ask, instead of searching
“Where did we land with Vega?” It answers with the real history: emails, calls, notes, who said what. From web, phone or Claude.
You always confirm the writes.
Ask the first question now.
Try it on your own inboxWhere did we land with Vega?
Last call on the 12th: Chiara wants the proposal with updated numbers by Monday. Open objection on second-year pricing. Current contract ends 30 September.
- call 12 Sep
- email 14 Sep
- note Chiara
Who it is for
The clients keep coming.
And someone has to keep track of them all.
The professional
Consultant, lawyer, architect, agency.
You sell yourself, between one client and the next. There is no back office updating the CRM: there is you, in the evening, if you remember.
Solo plan
The startup
The founder brings in the first customers.
You sell on calls, at trade shows, on LinkedIn. There is no sales team yet and the CRM is a spreadsheet nobody has opened in three weeks.
Business plan
The small team
Two to ten people, almost always out of the office.
Knowing what someone else did without asking them in a meeting, and without making anyone fill in records they will never fill in.
Business plan
Integrations
Everything you already use.
Lands in the CRM without you moving it.
They come from here
Chiara BelliniVega Sistemi
Email · proposal sent
Calendar · call Thursday 11:00
LinkedIn · accepted your connection
Meet · recording transcribed
Calls and meetings
Google Meet
Recordings on Drive become updated deals.
Granola
The notes you take in a meeting arrive on their own.
Plaud
Whatever you record lands on the right deal.
CrmAI Notes
Records from your Mac, no bot in the call.
Microsoft Teams
Meeting transcripts, picked up from OneDrive.
Email, calendar, contacts
Gmail
Every email exchanged is already on the record.
Google Calendar
Meetings become interactions, with who was there.
Google Contacts
Contacts in step both ways, with no duplicates.
Other mailboxes
Zoho, Fastmail, your provider: IMAP is enough.
Outlook and Microsoft 365
Mail, calendar and contacts, same as Google.
Network and messages
LinkedIn
Save the profile and pull the chat in, from your browser.
WhatsApp Business
Client chats in a single inbox.
Claude
From Claude Code or Desktop, the CRM is an MCP server.
Data coming in
HubSpot
Companies, contacts, deals and notes: out of there, in here.
Excel
A sheet with your contacts is more than enough.
CSV
The AI reads the columns, you don’t map them by hand.
Company registry
VAT number, sector, address and revenue, straight from the source.
Your mailbox connects in two minutes.
Try it on your own inboxFree plan
The CRM is free.
You pay for the intelligence, not the database.
Connect CrmAI to Claude Code or Claude Desktop and work from there: create companies and deals, log calls, find a contact, move a deal along. No subscription, no expiry. What you pay for is the AI inside the product — briefings, transcripts, sequences.
Other CRMs give you a crippled version for free. Here the CRM is whole: what’s missing is the AI, and you pay for it only if you use it.
You don’t pay for the database.
- create the deal "Vega renewal" worth €24,000
- Deal created · Vega Sistemi · €24,000
- log today’s call and set a follow-up for Monday
- Interaction saved · Task: Monday 25
Qualified
1New ERP
Fratelli Sarti
€12,00040%
Proposal
1Aurora renewal
Aurora Servizi
€18,00060%
Negotiation
1Licence expansion
Nordest Logistica
€31,00080%
Built backwards
Everyone else hands you a database.
We hand you someone who keeps it up to date.
How it works elsewhere
Deal nameVega renewal
Amount€24,000
StageProposal
Probability70%
Close date30/09
SourceCall
Six required fields. The cursor blinks.
How it works here
Just spoke to Chiara, we’re closing at 24k end of month
Updating Vega renewal: €24,000, closing 30/09, stage Proposal. Confirm?
Where you use it
Three surfaces,
one CRM underneath.
Record · Chiara Belliniapp.crmai.it
Chiara BelliniVega Sistemi
Chiara is fine with the price, send the proposal by Monday
Next move · proposal by Monday
Vega Sistemi
Chiara is fine with the price, send the proposal by Monday
Next move · proposal by Monday
18:04
Dictating
Voice note
Chiara is fine with the price, send the proposal by Monday
Next move · proposal by Monday
- Web
- The desk: pipeline, records, email sequences, reports.
- Mac
- CrmAI Notes: records the meeting in progress and brings it into the CRM. The notetaker, built in.
- iOS and Android
- The field: record, photograph a card, dictate a note. Works offline too.
- MCP
- The terminal: from Claude Code or Claude Desktop, hands free. Included in the free plan.
Questions
What everyone asks.
Is the free plan a time-limited trial?
No. It never expires and asks for no card. It includes the complete CRM and MCP access from Claude. What it does not include is the built-in AI: transcripts, briefings and email sequences.
Is €49.99 per seat?
Yes, per user a month. You pay for the people who actually use it: a rep recording calls and sending sequences, not a licence for someone who logs in once a quarter. The first month is a trial, no card required.
Why does Solo have no web access?
Solo is for people working from their phone: it costs less precisely because it covers the app. If you need the browser, or there is more than one of you, the plan is Business.
Are setup and migration included?
The subscription is software only. Importing from HubSpot or a file takes minutes and you do it yourself. If you want us to handle it — migration, data cleanup, custom fields — that is a separate project, quoted before we start.
Does a bot join my meetings?
No. CrmAI Notes records from your Mac, Granola-style, without joining the meeting; on your phone the app records. It also reads the recordings you already make with Meet, Teams, Granola or Plaud.
Does the AI write to the CRM without asking?
On web and mobile every write goes through a confirmation with the fields already filled. Over MCP operations run immediately, because the point is working hands-free: every change is logged and can be rolled back.
Where is the data?
On European infrastructure. With Enterprise you can have a dedicated instance, a DPA and the retention rules you need.