The CRM nobody has to fill in. Tell it what happened — it keeps the record, reads it, and tells you what to do today.
Most CRMs hold the data and nobody reads it. Someone has to type in every contact, company and deal, so the record is only as current as the last person who bothered. Lead scores count opened emails. Deal stages say where a deal sits, not what to do next. Reports start with an export.
AImployee is Inspirotech’s own CRM, built AI-first from the first line. The AI does the typing, reads the whole record and proposes the next step. People approve.
Eight capabilities on one customer record.
Record a voice note in the car park, upload a call, fill a short form or type one line. AImployee works out who the customer is, which company they belong to, what was discussed, what the opportunity is and what happens next — then writes the contact, the company and the deal itself.
The same reading runs on the channels the team already uses. Email threads, calendar invites, meeting recordings, phone calls, WhatsApp and SMS conversations and website enquiries are matched to the right person and company, so a customer who writes from a new address or messages from a personal phone still lands on one record.
Where the AI is not sure — two people with the same name, a company it has not seen before — it asks instead of guessing. Nothing is overwritten silently: every field it fills shows the message it came from, and one click puts it back.
Every email, call, meeting, quote and order lands on one record, in order. The result is the customer’s whole story, from the first enquiry to the signed deal and after — not a page of fields someone forgot to update.
Ask in plain words: “Where are we with Harbourside?” The answer covers what happened recently, who has spoken to them, what they care about, the objections raised, what was promised, which products they are interested in, how risky the deal looks and the suggested next step. Each line links to the email, call or meeting it came from.
When a salesperson is away or leaves, the history stays. Whoever picks up the account reads the story in a minute instead of rebuilding it from an inbox they cannot open.
Traditional lead scoring adds points: ten for an opened email, twenty for a form, five for a website visit. It measures attention, not intent, and it rates a student researching an assignment the same as a buyer with a budget.
AImployee scores each lead against the customers who actually bought from you — company size, industry, what they said, budget, timing, the role of the person asking and how they have engaged. The model is your own history, so it learns what a good customer looks like for this business, not for an average one.
Every score comes with its reasons, in words the sales team can check. A lead rated highly for the wrong reason is easy to spot, and easy to correct.
A deal stage says where a deal sits — Proposal, Negotiation, Won. It does not say what to do about it this morning.
AImployee opens on a ranked list of what to do today. It weighs how long since the last contact, whether the customer opened the quote, what was promised and by when, what similar deals needed at the same point, and the value at stake — then puts the reason beside each item.
The list is short on purpose. A salesperson with forty open deals sees the three that need them today, and deals going quiet are flagged before they are lost, not after.
The line between an AI CRM and an AI assistant is whether it can do the work. AImployee does not stop at “you should send the quote”.
Approve the suggestion and it carries the job through: creates the quotation from the deal and your price list, sends the email from the salesperson’s own address, creates the follow-up task, moves the deal to the right stage, tells the team and books the next check. Each step is written to the customer’s record.
You decide what it may do on its own and what waits for a person. By default, anything that reaches a customer, carries money or changes a price waits for approval — and every action shows who approved it, and when.
Meetings and calls are recorded, transcribed and summarised into what a sales team actually uses: what the client needs, the budget, who decides and by when, and who does what next.
The summary is not a document that gets filed. It updates the deal, adds any new contacts, logs objections on the customer record and turns each next step into a task with an owner and a date. The team gets the summary where they already talk.
Nobody writes meeting notes, and nothing said in a meeting depends on someone’s memory a week later.
A scheduled task in most CRMs is a fixed sequence: email A on day three, email B on day ten. It keeps running whether or not it still makes sense.
In AImployee you give the AI a goal and a schedule, written the way you would brief a colleague: who, what for, how often. “First Monday of every month, check in with trade customers who haven’t ordered in 60 days.” Each time it runs, it reads the current record, picks the customers who fit and drafts a message for each one from their own history.
Customers who opted out, or have an open complaint, are held back automatically. What goes out, and whether it waits for approval, is set per goal.
| Goal | Schedule | Status |
|---|---|---|
| Check in with quiet trade customers60 days without an order · 14 drafted | Monthly · 1st Mon | Approve first |
| Offer a service checkWarranty ends within 30 days · 6 drafted | Weekly · Mon | Approve first |
| Thank new customersA week after delivery · 3 sent | Daily · 09:00 | Runs on its own |
| Bring back lapsed customersNot seen in 5+ years · 212 drafted | Weekly · Mon | Approve first |
In most CRMs a report starts with an export. Someone downloads a spreadsheet, cleans it, builds the pivot table and sends it round — at the end of the month, usually late.
In AImployee you ask the question. “What did we sell this month?” The AI queries the database, picks out the closed deals, totals them by salesperson and product, compares them with last month and returns a finished report. The same works for pipeline, win rates, reasons deals were lost, or which customers have gone quiet.
Every figure opens down to the deals behind it, and anything that looks wrong — a deal marked won without a signed quote — is flagged, not averaged in.
| Salesperson | Sales | Deals | Share |
|---|---|---|---|
| A. Kim | $72,400 | 9 | |
| R. Singh | $61,900 | 8 | |
| J. Moore | $50,000 | 6 |
Staff keep the tools they already use. AImployee reads and writes through the same connections.
Sales teams of 2–20 in retail, wholesale, services and education.
A one-off setup fee, then a monthly fee. Both are fixed in writing before anything starts — see Offerings.
How an engagement runs is on How we work; who owns the data is on Data ownership.
Four steps, two minutes. Within two working days: can AI take them on, what it needs, roughly what it costs.