What is an AI CRM?

A normal CRM is a record. Someone types in the contact, logs the call and sets the reminder. If nobody does, nothing happens.

An AI CRM keeps the same record and adds agents that act on it. You set the rules: which clients you want, what a good lead looks like, how soon a quote gets followed up. The agents work to those rules in the background. They research a company, draft the first email from your own documents, read the inbox and draft the reply, and flag what is overdue. Each draft waits for someone on your team to read it and press send.

The record is the same in every firm. What changes is the work the agents pick up.

• A consultancy sets its criteria, such as sector, size and location. Agents find firms that match, score them and draft the outreach. That is what we built for MYC. MYC spent €15,000 on bought lead lists. Its CRM’s agents now find leads that match its own criteria, for cents each.
• An insurance broker sees every renewal coming, with requests for updated information drafted early and review meetings booked. See our page on CRMs for insurance brokers.
• A fire protection firm or a strata manager keeps every building and its due dates on one record, with reminders drafted on schedule. See CRMs for fire protection companies and for strata managers.

It is not a chatbot on your website, and it is not a robot that emails clients on its own. Agents draft. A person sends.

It also does not replace your accounting, job management or practice management software. It sits alongside them and handles the leads, the emails and the follow-ups, linked to your other tools where they offer a way to connect.

We build AI CRMs as a one-time implementation, from $4,850. That is a floor, not a fixed fee. The real number comes from your scope, and you get it in writing before anything starts. There is no per-seat subscription, and ongoing care is optional, from $150 a month. We go through it in what an AI CRM costs in Australia.