CRM 360
Drag-and-drop deals pipeline.
Visual stages from Prospecting to Won/Lost with probability, value, and activity timeline on every deal.
Prospecting→Qualified→Won/Lost
UNIFIED REVENUE OPERATING SYSTEM
Agentic AI CRM
for Your Business.
Everything your team needs in one workspace: deals, leads, contacts, quotations, payments, workflow automation, AI deal coach and reports. No tab-switching, no disconnected tools, no guesswork.
- +40%
- Faster response
- +25%
- Higher conversion
- 60+
- Hours saved weekly
- 1
- Unified platform
ISO 27001 SOC 2 aligned GDPR · DPDP
app.aimaginethat.com
Good morning, Riverside Dental
Here is your pipeline and AI assist activity
0 missed calls
38Open deals
9Hot leads
27Tasks due today
TODAY'S ACTIVITY
APPOINTMENT BOOKED
Tue 2:30 PM · Maria S.
MISSED CALL RESCUED
Texted back in 8 seconds
INTEGRATED WITH THE TOOLS YOU ALREADY USE
OpenAIAnthropicAzureAWS
ElevenLabsDeepgramTwilioMeta
SIMPLE 3-STEP PROCESS
How AImagineThat works.
From lead capture to close — your CRM and AI assist run as one coordinated system.
-
01
Capture Leads
Leads flow in from website forms, calls, campaigns and referrals into one CRM inbox.
-
02
Qualify Instantly
AI assist scores leads, surfaces risks, suggests next actions and creates follow-up tasks.
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03
Close & Nurture
Your team closes from one dashboard while automations run follow-ups, quotes and reminders.
Lead capture → qualification → conversion
One CRM workspace for your whole team
AI assist with human-in-the-loop control
PRODUCTS
Everything your business needs, in one platform.
Powerful products. One unified workspace. No more stitching disconnected CRM and automation tools.
LEADS & CONTACTS
Leads board plus rich contact records.
Hot/Warm/Cold lead tracking, one-click conversion, and unified timeline across notes, tasks and stage changes.
Hot/Warm/Cold lead board
1-click lead conversion
CPQ & PAYMENTS
Quote to collection, in one flow.
Multi-line quotations, status lifecycle, and payment tracking for billed, collected and outstanding amounts.
Draft quote→Send→Track status→Collect
AI ASSISTANT
AI summary, risks, and next actions.
On each deal, AI assist gives summary, sentiment, win probability and next actions that can be added as tasks in one click.
SummarySentimentRisk flagsNext tasks
ASK YOUR CRM
Write faster and ask your CRM.
Generate follow-up messages from deal context and query your CRM in natural language for instant operational answers.
Draft follow-up
Ask CRM
Create tasks
AUTOMATION ENGINE
Trigger-action automations with run history.
Set no-code workflows for lead routing, follow-up reminders, stage updates and task creation, with each run fully logged.
No-code trigger/actions
Full run history
AUTOMATIONS
What sets us apart.
We go beyond CRM features to deliver scalable agentic operations your team can trust.
Lead Triage Agent 01
- Scores new leads against your ICP
- Sets Hot / Warm / Cold temperature
- Routes the lead to the right owner
- Creates intro task automatically
Follow-up Agent 02
- Finds stale deals with no activity
- Drafts follow-up from CRM context
- Queues approval or auto-send rules
- Writes back to timeline and tasks
Pipeline Review Agent 03
- Weekly at-risk deal summary
- Win-probability and risk flags
- Next-best actions per owner
- Creates tasks from recommendations
THE COMPLETE SUITE
Everything to connect, operate and grow.
A complete business stack with CRM foundation, AI assist layer, and workflow automation controls.
CRM Core 06
- Deals pipeline (drag and drop)
- Leads board with temperature
- Contacts and companies
- Customers and lifetime value
- Quotations with lifecycle
- Tasks with due dates
Finance & Revenue Ops 04
- Payment and collection tracking
- Billed / collected / outstanding views
- Revenue roll-up dashboards
- Activity timeline on every record
AI Assist Layer 05
- AI Deal Coach (summary + sentiment)
- Win-probability estimate
- Risk and next-action suggestions
- Smart Compose follow-ups
- Ask-your-CRM copilot
Automation Engine 04
- No-code trigger-action workflows
- Saved workflow templates
- Execution run history
- Approval checkpoints for control
Reports & Visibility 04
- Pipeline by stage dashboards
- Team activity feed
- Custom report builder
- CSV export for deals and contacts
Developer Center 04
- Public REST API for CRM objects
- Webhooks for CRM events
- API-key management
- Integrate with your current stack
USE CASES
Built for teams that refuse to lose.
Drop-in agentic workflows for the motions that move pipeline.
Bulk campaigns, intelligent retries.
CSV / Sheets campaigns with intelligent retries, Hot-Normal-Cold scoring and 3-strike dead-lead revival.
3× more dials45% conversion90% reach rate
Resolve faster, escalate smarter.
Voice + social inbox with full CRM context, auto sentiment, transcripts, and smart escalation to humans.
24/7 coverage80% cost cut0 lost tickets
Every lead, answered in seconds.
Every inbound — web, social, campaign — called back in under 30 seconds, qualified and booked while intent is hot.
<30s response100% capture+40% conversion
Screen at scale, hire on signal.
Voice screening at scale, KB-scored candidates, and auto-pushed shortlists straight into your ATS pipeline.
5× screening75% time saved100% coverage
INDUSTRIES
Tuned for every vertical.
Domain-aware agents, workflows and integrations — out of the box.
HealthcareAppointment-grade reliability
BFSIKYC-aware conversations
E-commerceRecover abandoned carts
InsuranceClaims that close themselves
Real EstateQualify buyers before sundown
TelecomProvision & resolve in one call
TravelConcierge for every time zone
EducationAdmissions that never sleep
RetailStore-level intelligence
LegalIntake without the wait
INTEGRATIONS
Plug in. Ship today.
OAuth into telephony, messaging, CRMs and LLMs — wire webhooks in minutes.
CUSTOMER VOICE
Trusted by teams that measure every minute.
98%CSAT post-launch
<24hTime to deploy
4.9Avg buyer rating
60%Cost reduction
"It feels like we've added a smart sales assistant that works 24/7 — prospect conversions have noticeably improved across Indian and overseas clients."
"Agentic AI manages most of our trip inquiries and sponsorship requests. Instant answers, responsive across time zones — a total game changer."
"Appointments and patient queries are handled end-to-end. Efficient, polite, reliable — our front desk can finally focus on in-clinic care."
PRICING
Transparent plans for every growth stage.
Teleforce-style tiers adapted to what AImagineThat actually offers today.
Beta
Business suite — CRM, CPQ, automation and AI assist
$499/mo
- Deals, leads, contacts, customers and tasks
- Quotations (CPQ) and payment tracking
- Workflow automation + saved views
- AI Deal Coach and Smart Compose
- Email support
Gamma
Scaling teams — advanced CRM, reports and API automation
$799/mo
- Everything in Beta
- Custom pipeline stages and report builder
- Public API + signed webhooks
- E-signature quotations workflow
- Lead triage and follow-up agents
- Priority support
Theta
Autonomous operations — multi-agent orchestration and governance
$1,299/mo
- Everything in Gamma
- AI action queue + approval workflows
- Multi-agent orchestration flows
- Agent run logs and quality scoring
- Human-in-the-loop guardrails
- Dedicated onboarding cadence
FAQ
Questions, answered.
What is an Agentic AI CRM?
An Agentic AI CRM combines core CRM records (deals, leads, contacts, quotes, tasks) with AI assistants that understand record context, recommend next actions, and trigger automation safely with approval controls.
How fast can we launch the CRM?
Most teams go live in days. We configure pipelines, import contacts, map your process, and activate AI-assisted workflows quickly without long consulting cycles.
Which CRM features are included?
Deals pipeline, leads board, contacts and companies, quotations, tasks, payment tracking, workflow automation, report builder, API/webhooks, and AI assist features like Deal Coach and Smart Compose.
Is our data secure?
Yes. ISO 27001 and SOC 2 aligned controls, GDPR and DPDP compliance, encryption in transit and at rest, role-based access, and configurable data residency.
Do AI agents replace my team?
No — they absorb the repetitive 80% so your team focuses on judgment work. Agents hand off to humans instantly when conversations get complex, with full context transferred in under two seconds.
What does implementation look like?
Week 1: discovery + agent design. Week 2: sandbox with your knowledge base and tools. Week 3: supervised production with live monitoring. Then full autonomy with human-in-the-loop guardrails you control.
READY WHEN YOU ARE
Ship your first AI agent this week.
Tell us about your pipeline. A solutions engineer replies within one business day with a free 30-minute architecture review and sandbox access.
- ✓ Free 30-minute architecture review
- ✓ Sandbox access — voice + CRM
- ✓ Production rollout playbook