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Introducing Teamian AI Sales CRM

A smarter way to move deals forward

Capture leads, prioritize opportunities and automate follow-ups — all from one AI-powered sales workspace.

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
How it works

From new lead to closed deal, in 3 steps.

Capture the enquiry, let AI prioritize the opportunity, and let automation handle the follow-through.

STEP 01

Capture the lead

Enquiries from web, WhatsApp, calls and campaigns land in the CRM automatically — no manual entry, no lost forms.

Follow up with Meridian about pricing
New suggestion
STEP 02

AI prioritizes what matters

AI scores each opportunity from customer data and engagement signals, so reps always see the strongest deals first.

₹
W
✉
📞
G
STEP 03

Automation moves it forward

Follow-ups, routing, reminders and reporting run in the background — so reps stay focused on selling, not admin.

Agent running
Captured 12 new leads
Scored & assigned to reps
Sent 8 WhatsApp follow-ups
Booking 2 demo calls
Preparing daily digest
Features

Built to handle complex sales work.

Advanced intelligence for understanding customers, reasoning through pipelines and producing reliable outcomes.

Multi-channel intake

Leads from every channel land in one place — web, WhatsApp, calls, ads, referrals.

Email
WhatsApp
Calls
Web

AI scoring

Every deal gets a live confidence score.

94/100
Very likely to close

Parallel work

Multiple deals move at once.

Smart routing

Pick the right rep for each lead, automatically.

Assigning to
P
Priya S.

Conversation intelligence

AI summarizes calls and threads, so managers know exactly where every deal stands.

CALL SUMMARY · 14 MIN
Prospect ready to move forward, needs final pricing on 500-seat plan by Friday.
Industries

Built for the way every team sells.

Adapt intelligent workflows to your team, your data and your customers.

Real estate

Capture site enquiries, qualify buyers by budget and stage, and follow up across channels.

Education

Admissions enquiries, parent conversations and enrollment follow-ups — connected end to end.

Healthcare

Patient enquiries, appointment booking and clinic follow-up — with full conversation context.

Retail

Store enquiries, product interest and repeat customers — all connected in one profile.

SaaS & tech

Track trials, product-qualified leads and expansion opportunities with full activity context.

Financial services

Loan enquiries, wealth prospects and repeat clients — with compliance-friendly conversation logs.

Security

We take security and privacy seriously.

Your customer data stays your customer data — encrypted, permissioned and portable.

Encryption at every layer

Data encrypted in transit and at rest, with per-tenant keys and full audit logs.

Role-based access

Fine-grained permissions so reps see their pipeline and managers see the org's.

Compliance-ready

Data residency in India, GDPR-friendly controls and full export at any time.

FAQs

Questions, answered.

CRM software designed to help sales teams manage leads, opportunities, customer interactions and workflows using artificial intelligence — assisting with lead prioritization, follow-ups, conversation analysis and sales automation.
An AI CRM supports sales, marketing and customer service. An AI Sales CRM focuses specifically on sales — lead management, pipeline, opportunity tracking, follow-ups and conversion.
AI can prioritize opportunities, summarize conversations, automate follow-ups, surface relevant customer information and reduce repetitive admin.
Yes — automated follow-up workflows can be triggered by lead status, pipeline stage, customer activity and timing.
Yes. Teamian connects WhatsApp engagement with sales workflows so conversations become part of the customer journey.
Yes — especially when sales teams spend too much time managing leads, updating records and remembering follow-ups.

You've seen how Teamian works. Now put it to work.

Start with one goal, connect the right context, and see what your team can move forward.