01
Built-in agent
An AI agent that reads customer context, plans the next action and executes it - drafting communications, creating tasks and progressing stages.
Software / RoboCRM
An intelligent CRM with a built-in operational agent.
A CRM where the intelligent agent is part of the core platform, not a feature retrofitted onto a traditional CRM. RoboCRM continuously reads your records, plans the next action, drafts and sends communications, progresses pipelines and routes tasks to the right person at the right time.
What it does
RoboCRM in plain terms.
RoboCRM consolidates customer, deal and engagement data into a single, structured platform designed around how service businesses operate: inbound enquiries, pipeline progression, service delivery and ongoing follow-up.
The differentiator is the built-in agent. It continuously works your records in the background - summarising conversations, flagging stalled deals, drafting follow-up communications, creating tasks and executing the routine administrative work that typically gets deferred. Your team reviews and approves; the agent handles the execution.
Key capabilities
What you get with RoboCRM.
Purpose-built capabilities designed to fit into real operational workflows.
02
Customer records
Contacts, companies and the full communication history consolidated into one view, maintained continuously by the agent.
03
Pipelines and deals
Configurable pipelines that mirror how your team genuinely sells and delivers service.
04
Engagement tracking
Calls, emails, messages and touchpoints automatically associated with the correct customer record.
05
Agent guardrails
Approval workflows that keep the team in control of what the agent sends, commits and executes.
06
Reporting and insight
Operational dashboards that surface what is stalled, what is progressing and where the agent is removing friction.
How it connects
RoboCRM plugs into the wider stack.
RoboCRM is the system of record for customer and deal data. RoboPA writes call and email activity directly into the record, and RoboOS feeds in signals from connected hardware and robotics, giving the agent complete operational context.
How RoboCRM sits in the stack:
RoboCRM - customer, deal and operations source of truth
RoboPA - calls, email and messaging for business and people
RoboOS - bridge to robots, sensors and connected hardware
Business systems - accounting, identity, data warehouses
Outcomes
Measurable wins teams see with RoboCRM.
-70%
Administrative overhead
The majority of manual record updates are handled by the agent before they reach the team.
+40%
Pipeline velocity
Deals progress faster because follow-up no longer stalls waiting on manual re-entry of context.
1x
Single source of truth
One customer record shared across sales, service, operations - and the agent.
Ready to see RoboCRM in action?
Talk with RoboIQ about a short walkthrough against your real operational workflows.