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✦ Introducing Teamian AI CRM

Sell, serve, and
scale with confidence.

AI CRM software that unifies your leads, customer conversations and pipeline — so your team spends less time managing tools and more time closing.

Dashboard SALES
REAL-TIME SALES SUMMARY FOR YOUR FULL TEAM
All 7 Days 30 Days Custom
+ Action Required
MONTHLY
REVENUE
₹
₹0L
↑ 12.4% vs last month
PIPELINE
VALUE
◆
₹0L
↑ 5.8% vs last month
DEALS
CLOSED
✓
0
↑ 3% vs last month
WIN RATE
%
0%
↑ 2.1% vs last month
AVG DEAL
SIZE
●
₹0K
↓ 4.2% vs last month
Recent Deals
Latest pipeline activity across your team
View All
COMPANY
VALUE
STAGE
CHANNEL
DAYS
TechNova Pvt Ltd
Arjun Bose
₹18.5K
Won
WhatsApp
12d
GrowFast Solutions
Meera Iyer
₹24.0K
Negotiation
Email
8d
Bluehill Edu
Sanjay Dubey
₹9.8K
Proposal Sent
Facebook
5d
Pinnacle Corp
Kavya Reddy
₹31.2K
Qualified
Website
3d
Sunrise Retail
Rohan Gupta
₹6.4K
Won
Referral
19d
Follow-ups Due
Tasks requiring your attention today
Arjun Bose
TechNova Pvt Ltd
Urgent
Send contract
Today 3:00 PM
Meera Iyer
GrowFast Solutions
Soon
Follow up on proposal
Tomorrow 10:00 AM
Sanjay Dubey
Bluehill Edu
Upcoming
WhatsApp check-in
Tomorrow 2:00 PM
Kavya Reddy
Pinnacle Corp
Upcoming
Schedule demo call
Aug 3, 11:00 AM
AI Calling

Built around your customer journey.

Flexible tools that adapt to how your team captures, qualifies and follows up.

Search leads
Meridian Group✓
Sunrise Schools
Blue Ridge Realty
Summarize objections from the past meeting.
Team Meeting
Summarizing key information...
Mike
Support Agent
⚙
Teamian Agent

Every lead at your fingertips

Web, WhatsApp, calls, email and ads flow into a single connected CRM.

Context from every conversation

AI reads calls and threads and surfaces what actually matters.

Agents that work for you

Configure AI agents to qualify leads, book demos and update the CRM.

AI Lead Scoring

AI-powered lead scoring
for any pipeline.

Describe your ideal customer and let AI rank every incoming enquiry against it. Adjust weights, watch scores update in real time, and always work the strongest opportunities first.

×
Drafts
Score this enquiry from Meridian Group against the enterprise ICP and route to the right rep.
Score

AI that works with you.

Powerful AI capabilities designed to help your team work faster and smarter.

Organize my day and prioritize what matters.
Done. Your schedule is optimized and your top 5 leads are queued for follow-up.
Message

Assistant

Get instant answers, automate everyday CRM tasks and stay on top of your pipeline.

teamian-agent
>AI Voice Agent (v1.4.0)
Qualify inbound leads and book demo calls.
Handling 3 conversations…

Agents

AI agents built for calling, qualifying, appointment booking and CRM updates.

Workflow Automation

Route leads, trigger follow-ups and keep records in sync — automatically.

Pipeline Intelligence

Every stage, every deal — with AI-assisted insights on what to work next.

✦ Integrations

Seamless integrations
with your stack.

Connect Teamian to the tools your team already uses — every conversation flowing back to one connected CRM.

✦ The difference

Traditional CRM vs AI CRM.

The same customer data — a fundamentally different way of working.

Traditional CRM
AI CRM
Stores customer information
Understands customer information
Tracks activities
Helps interpret activities
Requires manual updates
Automates parts of data capture
Salesperson decides every follow-up
AI assists with next actions
Static reporting
AI-assisted insights
Separate communication tools
Customer interactions stay connected
Teams search for information
AI surfaces relevant information
Automation depends on manual setup
AI supports intelligent workflows
✦ FAQs

AI CRM, answered.

An AI CRM is customer relationship management software that uses artificial intelligence to help businesses manage customer information, understand interactions, prioritize leads, automate workflows and support the next action.
A traditional CRM focuses on storing customer information and tracking activities. An AI CRM adds intelligent capabilities — lead scoring, conversation assistance, automated follow-ups, AI-powered insights and workflow automation — so the CRM helps you decide what to do next.
Depending on the platform and configuration, an AI CRM can automate lead capture, lead assignment, follow-ups, customer communication, conversation summaries, appointment workflows, marketing journeys and other repetitive CRM activities.
Yes — Teamian connects WhatsApp conversations with customer records and workflows, so teams manage interactions while maintaining CRM context instead of keeping conversations completely separate.
Yes. Teamian includes an AI Calling Agent that can handle supported inbound and outbound calling workflows — qualifying leads, booking appointments and updating CRM information — with human handoff when a conversation needs it.
Yes. Small and growing businesses benefit from an AI CRM especially when manual lead management, follow-ups, customer communication or CRM administration starts consuming too much time.
No. An AI CRM is better seen as an assistant and automation layer than a replacement. AI handles repetitive tasks and prioritization; salespeople remain responsible for important conversations and decisions.
Consider AI capabilities, lead management, automation, integrations, communication channels, reporting, security, scalability, ease of implementation and how well the platform fits your existing customer journey.