Business Apps CRM AI

    CRM AI

    Your sales process. Upgraded.

    Automate sales.
    Eliminate blind spots.
    Win more customers.

    A CRM that works for you—not the other way around. Capture sales conversations, automate record updates, and uncover your next best move. Less admin. More time to sell.

    Start with the free CRM. AI Sales Assistant capabilities require CRM AI Pro.

    Cleaner recordsClearer next stepsLess busywork
    EVERY CONVERSATION. MORE CONTEXT.
    CRM AI product preview with meeting summaries, sales and sentiment scoring, speaker analytics, and a recordings calendar
    01

    Capture

    02

    Understand

    03

    Act

    Product preview · Features and usage limits vary by edition.

    Records that keep up

    Less manual entry. More useful customer context.

    Conversations that count

    Capture the details and the next steps from your meetings.

    Insights you can act on

    Ask better questions. See where to focus next.

    More selling. Less remembering.

    Your sales process deserves more than a spreadsheet.

    Put customer context, conversations, and the next best action in one connected workspace.

    01 / A CRM THAT UPDATES ITSELF

    The conversation ends. Your CRM gets to work.

    Your best salespeople shouldn’t be your busiest data-entry clerks. CRM AI extracts outcomes from recorded meetings and sales activity to update contact, company, and opportunity records—so the details don’t depend on someone remembering to log them.

    • Keep customer records current from sales activity.
    • Capture important context without rewriting your notes.
    • Give your team a shared view of what happened.
    CRM contact profile with associated companies, opportunities, proposals, and automations
    CRM AI product preview · Capabilities vary by edition.

    02 / CONVERSATIONS INTO ACTION

    Be in the meeting. Not buried in your notes.

    Built-in Conversation Intelligence records, transcribes, and analyzes sales meetings. Get a clear summary, key topics, and bulleted action items linked to your CRM—without scrambling to write everything down.

    • Capture conversations in Google Meet and supported Microsoft Teams workflows.
    • Turn meeting outcomes into clear follow-up steps.
    • Get deal context without sitting in on every call.
    Recorded sales meetings with an AI-generated overview and action items assigned to team members
    CRM AI product preview · Capabilities vary by edition.

    03 / COACH EVERY CONVERSATION

    Help every rep learn from your best calls.

    Turn everyday meetings into opportunities to improve. AI Sales Coaching scores conversations, highlights coachable moments, and surfaces gaps using established qualification frameworks like BANT, MEDDPICC, and Sandler.

    • Spot missed questions and qualification gaps.
    • Understand communication quality and sentiment.
    • Coach with specific examples, not guesswork.
    AI sales coaching preview showing a meeting timeline, BANT qualification scores, and coachable moments
    CRM AI product preview · Capabilities vary by edition.

    04 / YOUR NEXT MOVE, WITHOUT THE DIGGING

    Don’t search your CRM. Just ask it.

    Meet your AI Sales Assistant. Ask natural-language questions about contacts, companies, meetings, and opportunities to find the context you need. Get up to speed, spot deals that need attention, and decide where to focus next.

    • “What happened in my last meeting?”
    • “Which opportunities need my attention?”
    • “What’s the next best step for this deal?”
    Meet your AI Sales Assistant

    AI Sales Assistant capabilities require CRM AI Pro.

    CRM sales pipeline with an AI Sales Assistant prompt asking which opportunities are at risk
    CRM AI product preview · Capabilities vary by edition.

    05 / YOUR BUSINESS. YOUR DATA MODEL.

    Your CRM should fit your business. Not the reverse.

    Track more than people and deals. Custom Objects let you organize the equipment, properties, vehicles, or other specialized records your business runs on—and connect them to contacts and companies.

    Build the context your team needs in one system, instead of keeping the important details in a separate spreadsheet.

    Connected records

    An example for a home services business

    Customer

    Contact & history

    Company

    Associated business

    Custom object

    Equipment record

    ModelInstall dateService history

    Illustrative record structure, not a live CRM view.

    The foundation, connected

    Everything your team needs to keep sales moving.

    Bring the day-to-day work into one place. Then add AI to make it work harder for you.

    Contacts

    Keep customer details and relationship history together.

    Companies

    Connect the people, organizations, and deals you work with.

    Visual pipelines

    See opportunities in board or table views and track each stage.

    Activity feed

    Follow customer interactions in one central timeline.

    Tasks

    Organize sales activities so your next steps stay visible.

    Lists & segmentation

    Group contacts with static and smart lists for focused outreach.

    Availability of individual features depends on your CRM AI edition. Check current plan details in the ScaleFury store.

    Start simple. Grow on your terms.

    A free foundation. AI when you’re ready.

    Get organized first. Explore the AI capabilities and edition that fit your sales process as your business grows.

    Free to start

    Bring your customers together.

    Start with ScaleFury’s free CRM and unlimited users. Give your team one place to organize relationships before adding more tools.

    Explore the free CRM
    Paid AI capabilities

    Put your sales admin on autopilot.

    CRM AI Pro unlocks the AI Sales Assistant. Review the current editions, meeting recording allowances, and feature availability before choosing a plan.

    Compare plans in the store
    Less admin. More momentum.

    Keep your team selling.
    Let AI handle the busywork.

    Your next opportunity shouldn’t get lost between a meeting, an inbox, and a spreadsheet. Bring it all together with ScaleFury.

    A clearer path to your next win.

    • One connected view of your customers
    • Sales conversations captured with context
    • More time for the work that grows your business
    Start Free Account

    Free CRM to get started. AI capabilities available on paid plans.