Sunday evening. Still writing follow-ups.
You open your laptop after dinner. Before you can write a word, you have to find Friday’s notes and remember what you promised.
CrmAI’s AI sales assistant
One more colleague
on your sales team.
The part of sales work nobody in the company has time to do. It’s Sunday evening and you still have follow-ups to write: Maril AI gets the drafts ready. No email goes out without your approval.
Read the video’s text
The video has no voice-over: music and on-screen text. Here it is.
- The part of sales work nobody has time for.
- The sales team: Mario Moschetta, owner; Alessia Ferri, sales; between them an empty seat, “The sales work, nobody has time for”.
- A CRM gives you numbers: 12 active deals, €340,000 pipeline, 22% close rate, 31 unread emails, 6 overdue follow-ups and sixteen more.
- The seat fills: Maril arrives, AI · Sales, and takes in the numbers. A colleague tells you what matters.
- Wednesday, 08:30. Good morning, Mario. One sentence, not twelve numbers. What matters today: €18,000 short of this month’s target, today only Vega matters. Vega’s budget closes on Friday; the other 11 deals can wait until Monday.
- 11:12. Alerts you. Only when it matters, max three a day. Chiara Bellini reopened the quote: third time since yesterday, and Vega’s board meets at 3 pm. Call her before lunch. (Call Chiara · Alerts today: 1 of 3)
- 14:00. Plans. An hour before every meeting. Brief for Officine Rota: who’s there, Luca Rota (CEO) and Sara Neri (purchasing); what they want, reliable delivery dates, not a discount; avoid, 10% off, already turned down in June; the goal, leave with a date for the pilot.
- 16:20. Acts. She takes on the work after the call. Done on your way back: meeting notes saved to the deal; follow-up written for Luca Rota, which goes out with your OK; revised quote to Alessia, by Monday. (Review and send)
- Friday, 17:10. Reports. Every Friday, to the owner. Good week: Vega signed. Monthly target at 81%. Closed Vega and Studio Marini, €8,500. To decide on Monday: three deals stalled for over 40 days, I suggest closing them.
- Friday evening. Knows when to stay quiet.
- One more colleague on the sales team. crmai.it
- Maril is CrmAI’s AI. Emails to your customers go out only with your OK.
- Plans, acts, reports
- Maril AI always identifies itself as AI
- Free with MCP, no expiry
The work left unfinished
The day is over.
Your clients are still waiting.
The quote was due yesterday.
“I’ll send it this afternoon.” Then came a meeting, a call, something urgent. Your client is still waiting.
The business card is still in your jacket.
You find it after the trade show. You remember the conversation, but not the detail that would give you a reason to get back in touch.
Start with the follow-up you’ve been putting off since Monday.
Try it on your own inboxYour next step, prepared
Pick up where you left off.
Maril AI gets the next step ready. You move the deal forward.
After the call
End the call with the next steps in reach.
You promised to send a proposal. CrmAI Notes records on your Mac without a bot joining the meeting; on iPhone and Android, record with the app. You can also use recordings from Meet, Teams or Plaud. Maril AI uses the transcript to suggest deal updates and prepare a follow-up.
Review the agreements and the draft. No email goes out without your approval.
Start with 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
After the meeting
Keep the conversation going after the handshake.
Leaving the trade show? Photograph the business card and dictate what you discussed. CrmAI fills in the contact details and keeps your meeting notes. When you get back in touch, you have something to go on.
Add a note about the detail you want to remember.
Try it with your next business card.
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
Before you call back
“Where did we leave things with Vega?”
You’re about to call back, but you’re missing part of the story. Ask Maril AI in chat to find agreements and objections across emails, calls and notes. The answer cites its sources so you can check.
Ask from your browser or phone, even between appointments.
Ask about the deal on your mind.
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
Maril AI
Start the day knowing where to begin.
Your next call is coming up. Maril AI gets a meeting brief ready and suggests a draft for someone waiting to hear from you. With automations on, it sorts your deals while you’re away.
Maril AI always identifies itself as AI. Emails go out only after your approval.
Ask Maril AI to prepare for your next meeting.
Try it on your own inboxTuesday · 8:30
Good morning, Mario
Maril AI · Sales
You’re on pace: one proposal to go by Friday. What matters today: call Paolo Bianchi back.
While you were away
- Brief ready for Alessia’s 11:00 call with Vega
- Yesterday’s meeting linked to Nordest Logistica
- Paolo Bianchi replied: he wants to talk again
Draft ready
Ferri Srl renewal · quiet for 12 days
Hi Laura, picking up where we left off on the renewal…
Review and sendPrice comparison for Nordest
Mario Maril AI · working Hand to Maril AI
Nothing goes out without your OK
When sales is part of your job too
Look after your clients.
And keep your business running.
Working for yourself
Consultants, lawyers, architects and small agencies.
You finish one client’s project and move straight to the next. Reworking that proposal will have to wait until tonight, when the office is empty.
Pro plan
Building a startup
Building the product and finding your first customers.
You go from a demo straight into a product meeting. The customer asked you to follow up, but the notes stay closed until tomorrow.
Free plan
Selling as a small team
A small sales team, often out meeting clients.
A client calls while Alessia is out. They ask about the proposal. Before you can answer, you need to piece together their last conversation.
Pro plan
Put the conversation back together
The email is here. The notes are somewhere else.
Connect the tools you use and see the whole client conversation.
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
Work on your deals from Claude Code or Desktop via MCP.
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.
Start with the inbox you use for clients.
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%
Say it as you would to a colleague
“Chiara agreed to the price.”
Maril AI prepares the update. You confirm it.
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?
Between appointments
Step out of the office.
Take the conversation with you.
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
- At your desk, review your deals and plan who to contact next.
- Mac
- Record meetings on your Mac with CrmAI Notes. Find what you agreed when it’s time to follow up.
- iOS and Android
- As you leave a client, dictate a note or photograph a business card. Save it even when you’re offline.
- MCP
- Ask about your deals and update agreements from Claude Code or Claude Desktop via MCP. Included in the free plan.
Before you start
A few things you might be wondering.
Is the free plan a time-limited trial?
No. It never expires and asks for no card. It includes the complete, unlimited CRM on web, iPhone, Android and MCP. The AI is included with a monthly allowance that tops up every month — not a switch that goes off.
How much AI is in the free plan?
Every month there is an allowance included, and it tops up on its own: enough for everyday questions, not enough to run briefings, transcripts and automations non-stop. When the allowance runs out the CRM keeps working — only the AI pauses, until the following month. With Pro the allowance is 25 times higher.
What does Pro include, and what does it cost?
Pro is on offer at €9.99 a month instead of €29.99, or €99 a year instead of €299 — two months on us on the yearly plan. It adds four things to the free plan: an AI allowance 25 times higher than the free plan across chat, drafts, briefings and transcripts; AI automations that work while you’re away; next moves and discoveries refreshed every day; ten AI card images a month. Everything else — CRM, web, apps, MCP, import, email sequences, Google and Microsoft, teams and permissions — is already in the free plan. You activate Pro in the app on iPhone or Android, and it applies everywhere, browser included. It is a limited-time offer: subscribe now and you keep that price for as long as you stay subscribed.
How does the limited-time offer work?
It is two things at once. First: Pro costs €9.99 a month instead of €29.99 (67% off), and €99 a year instead of €299 (67% off) if you subscribe now. Second: the first three months are free, for anyone who has never used a CrmAI free trial. It is a limited-time offer and can end at any moment: subscribe now and you keep the discounted price for as long as you stay subscribed, while for new subscribers the list price goes back to €29.99 a month, or €299 a year. Once the three months are over the subscription renews automatically until you cancel — and you can cancel any time from your App Store or Google Play account settings.
How do I bring my contacts into CrmAI?
Import your contacts from a file without typing them in again. The subscription covers the software. If you’d like us to handle migration, data cleanup or custom fields, we agree on a separate project and quote before starting.
Does a bot join my meetings?
No. CrmAI Notes records on your Mac without adding a participant to the meeting. On iPhone and Android, record with the app. You can also use recordings from Meet, Teams or Plaud.
Does the AI write to the CRM without asking?
On the web and in the app, Maril AI proposes changes with the details filled in. You review and confirm them. Over MCP, updates run immediately; every change is logged and can be undone. Email drafts wait for your approval. No email sends itself.
Where is my client data stored?
On European infrastructure. For specific requirements, Enterprise lets you arrange a dedicated instance, a data processing agreement (DPA) and retention rules.
Is Maril AI a person?
No. Maril AI is an AI and always identifies itself as AI. It prepares and suggests: nothing goes out without your approval. You decide.
Is CrmAI a CRM?
Yes. Underneath is a complete CRM with contacts, companies and deals. It updates itself from emails, calls and meetings. The difference is who keeps it up to date.