Autometa CRM
The AI-native CRM that runs the whole business — not just the pipeline.
One system of record for leads, people and operations. AI-native, real-time, and automated end to end — engineered to run the work, not just track it.
One unified system of record for leads, deals, omnichannel messaging, AI copilot agents, HR, operations, and no-code workflows. Built for high-velocity teams.
Five comprehensive pillars. One unified standard.
Everything you need to capture leads, close deals, coordinate communications, and run operations without point-tool bloat.
Core CRM & Data Engine
Custom schemas, pipeline velocity, and data governance
Custom objects with 12+ field types, plus visual Kanban pipelines with stage win probabilities, rot alerts, and revenue forecasting.
Omnichannel Communication
Every customer conversation in one place
Two-way Gmail/Outlook email, official WhatsApp Business API, in-app cloud calling, and social messaging — all in one inbox.
- X
- Gmail
- Outlook
- Slack
- Twilio
AI Copilot & Workflow Automation
LangGraph AI agent and no-code workflow engine
Query your pipeline in plain English, draft follow-ups, auto-score leads, and build multi-step automations without code.
People, HR & Operations
Attendance, leave approvals, and payroll inside your CRM
Shift scheduling, geolocation attendance, leave approval workflows, and payroll generation — right alongside sales.
Marketing & Demand Generation
Landing pages, forms, and social — all feeding the pipeline
Launch hosted landing pages on your own domain, capture leads with embeddable forms, and run social from one command center.
The AI-powered CRM that just flows.
Managing customers stops feeling messy — AI works across your pipeline, inbox, and operations.
Unified AI Pipeline
Unifies leads, deals, inbox, and operations so AI can orchestrate your whole workflow.
Plain English Search
Query deals, reps, and pipeline velocity instantly using natural language prompts.
Zero Busywork
Auto-logs calls, predicts win probabilities, and drafts follow-up proposals on autopilot.
Enterprise Privacy (ZDR)
Customer records are tenant-isolated and never used to train public LLM models.
Trigger, branch, act — without writing a line of code.
Every record change, form submission, inbound message or scheduled time can start a run. Conditions branch it, delays pace it, and 16+ actions finish it — assigning reps, sending sequences, moving stages, or firing a webhook into your own stack.
Plays nicely with the tools you already use.
Gmail · Outlook · WhatsApp · Stripe · Shopify · Twilio · Slack · Google Drive · and 40+ native integrations.
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- Gmail
- Outlook
- Slack
- Twilio
Frequently asked questions about Autometa CRM.
Traditional CRMs require extensive manual data entry, multiple disconnected add-ons, and expensive per-seat pricing tiers. Autometa CRM is AI-native from day one — it automatically tracks interactions, writes follow-up emails, unifies HR and payroll, and operates under transparent, all-inclusive flat pricing.
Yes. Autometa CRM includes a one-click CSV and JSON bulk import wizard with automatic field mapping, duplicate detection, and tag assignment.
No. We enforce strict enterprise zero-data-retention (ZDR) terms. Your customer records, notes, and emails are never used to train public or foundational models. See our Security & Trust Center for details.
Autometa CRM natively supports two-way Gmail and Outlook email, WhatsApp Business API messaging, in-app cloud phone calling via Twilio/Exotel, and team internal notes.
Yes, we offer a 14-day free trial on the Team plan with full access to pipelines, email sync, and automations. No credit card is required to start.
Put Autometa CRM to work today.
Autometa CRM is live and production ready. Start free in under two minutes or schedule a tailored team walkthrough.