CRM & Client Management

Let the AI assistant handle
the routine

The repetitive parts of sales — drafting follow-ups, scoring new leads, deciding what to do next — are now handled automatically. You stay focused on the conversations that actually close deals.

AI drafting, rewriting and estimating built into every app.

AI that acts, not just advises

the AI assistant doesn't just give you suggestions — it does the work, letting you review, edit, and send with confidence.

Email Drafting

It reads the deal context, contact history, and your tone — then drafts follow-up emails you can review and send in under 30 seconds.

Lead Scoring

Automatic AI scoring for every lead based on behavioral signals, company fit, and engagement patterns. Scores update in real time as new data arrives.

Next-Step Suggestions

It analyzes where the deal stands and recommends the most effective next action — schedule a demo, send pricing, ask for a decision date.

Estimate Generation

Generate a professional estimate from any deal card in seconds. It pulls the deal details, applies your templates, and creates a ready-to-send PDF.

AI actions on every deal card

No context switching. AI actions appear right where you're working.

Platform Upgrade

Apex Industries — Negotiation Stage

$63,500
82% win probability
ContactLisa Miller, CTO
Expected CloseMar 15, 2026
Last ActivityContract review — 2 days ago
AI Actions
Draft Follow-upSuggest Next StepsGenerate Estimate

Hours back, every week

10h
Saved Per Week

Teams using the AI assistant for routine CRM tasks save an average of 10 hours per week — time they reinvest in actual selling.

100%
Consistent Follow-Up

AI-suggested follow-ups mean no deal ever goes cold from neglect. It surfaces the right action at the right time, every time.

0
Missed Opportunities

Proactive next-step suggestions ensure you never forget to act on a hot lead or let a warm opportunity go cold.

Which actions can the AI take?

Draft an email, create or complete a task, add a note, update a deal stage and score a lead, each shown to you for confirmation before it is saved.

Can it act without me?

No. Every write is confirmed by you; the assistant proposes, you approve.

Is it on every plan?

Yes. AI actions are part of the Albedo assistant on Free and every paid plan, within the monthly AI allowance.

Run your business from one place.

Five plans, seventeen launch apps, one dashboard. Set up in under 5 minutes — change tiers any time.

From $0 · Basic $9.95/mo · Save 20% on annual billing · Upgrade or downgrade any time