Autessa CRM · AI CRM software
The CRM that tells you who needs you today.
Autessa CRM is AI CRM software for B2B sales teams. It opens on one ranked list of replies waiting, overdue follow-ups and deals with no next step, logs every email from Gmail or Outlook, keeps the sales pipeline honest with stage gates and an honest forecast, and gives every rep Jarvis, an AI assistant that proposes and never acts without them. AI Lead Capture turns your site’s visitors into qualified leads. It works out of the box, and every stage, rule and field can be shaped to how your team sells.
- AI CRM
- Sales pipeline
- Sales forecasting
- Contact management
- Email logging
- Lead nurturing
- Campaigns and events
- Website lead chat
- Lead scoring
- Mobile CRM
The short answer
What is Autessa CRM?
Autessa CRM is a customer relationship management (CRM) application for B2B sales teams, with contact and account management, sales pipeline management, sales forecasting, automatic email logging, lead nurturing, campaigns and events, contracts and partners, lead capture from your website and trade shows, and an AI assistant built in.
It is built around one idea: a CRM should tell you what to do next. Today ranks the work. Stage gates make every stage mean something. Nurturing finds the relationships that are not deals yet. The AI drafts and proposes, and you decide. Trade show leads arrive from Autessa Booth Capture, and website visitors arrive through AI Lead Capture.
All features
Everything in Autessa CRM, by topic
Daily work →
One ranked list that answers “what should I do next?”, plus tasks, alerts and your quarterly plan.
Contacts and companies →
People are the record: contacts, the companies they work for, and everything you know about both.
Sales pipeline →
A pipeline you can defend: gated stages, an honest forecast and a health check on every deal.
Email and nurturing →
Every email logged without lifting a finger, and an AI co-pilot for the one-to-one follow-ups that build deals.
Campaigns and events →
Nurture, email, event and card campaigns, measured from first touch to deal.
Clients and partners →
After the close: clients, contracts, renewals and cash, plus the partners who help you win.
Lead capture →
AI lead capture, web forms and trade show badges, all landing as qualified leads.
Jarvis and workspace →
An AI assistant you can trust with your CRM, on desktop and phone, with roles and settings to match.
What makes it different
A CRM with opinions about your day
Category leaders give you records and reports. Autessa CRM gives you a plan, a process and an assistant you can trust.
Today
One ranked list instead of five tabs
Today reads every task, reply, deal next step, follow-up and waiting item, and ranks them: reply waiting, overdue, due today, no next step, going quiet. One row per person or deal, with Draft reply, Done & set next and Snooze on the row.
- Since yesterday: replies, meetings, overdue, deals moved
- Mine or Everyone
- Quick add in one typed line
Stage gates
A pipeline you can defend in the forecast call
A deal cannot advance without what the next stage needs: a next step and due date, a value and close date for a proposal, the competitor, the contract, the signed amount. Backward moves need a reason. Every move goes on an append-only spine.
Nurturing and the co-pilot
The relationships that become next year’s deals
Nurturing finds every one-to-one thread that is not a deal yet, from real activity. The AI co-pilot briefs you, recommends the next channel (email, call, LinkedIn, a handwritten card, or wait) and drafts an email you steer and send yourself.
Jarvis
An AI assistant that asks before it acts
Ask Jarvis anything about your CRM. It answers, filters your view and opens records instantly. When a change would help, a task, a tag, an owner, a snooze, a new contact, it shows a confirm card and waits for you.
- Reads with your permissions
- Never sends email
- Undo on view changes
Jarvis
Three: Ridgeway County (no contact in 3 weeks, no champion), Keystone (moved back from Proposal) and Harbor Freight (18 days in stage).
Jarvis
Here is what I would change:
Keystone Field Services → Mon · tag “re-scope”
Contracts
AI that shows its work on your contracts
Upload a signed contract and every field the AI finds appears beside the quote it came from. You tick what to apply. Money and billing frequency are always typed by a person.
Today
Autessa CRM opens on Today: one ranked list, one row per person or deal, that puts replies waiting, overdue work and deals with no next step at the top.
Read more →My Business Plan
Each rep’s quarter on one page: the number, coverage, private thinking, a plan shared with their manager, the 1:1 conversation and an AI coach.
Read more →Companies and accounts
Companies with territories, parents, departments, people, deals and contracts, where owner, client and partner status are worked out from the people and contracts, never typed.
Read more →Stage gates and deal history
Required fields before a deal can advance, a coded reason to move backward, and an append-only spine of every stage move that makes the forecast defensible.
Read more →Nurturing
A live queue of every person you have a real one-to-one thread with who is not yet a deal, sorted into reply waiting, due now, to start, met, going quiet and on track.
Read more →AI email co-pilot
A brief on where things stand, the next channel to use and when, and a draft you steer, edit and send yourself from your own mailbox.
Read more →Event campaigns
An event plan from T-60 to T+14, a funnel from registered to deal with cost per lead, and the booth roster to triage into contacts.
Read more →Handwritten cards
Card campaigns with a writing list, an AI-suggested line for each person, address readiness, a print list and Mark sent.
Read more →AI contract reader
Upload a signed contract and AI fills the contract record, each field shown beside its quoted source, with money and billing frequency left for a person to type.
Read more →AI Lead Capture
An AI lead concierge on your website that answers visitors, qualifies them in a few natural turns, asks consent, and saves a lead with a Hot, Warm or Cold tier and a summary for your rep.
Read more →Event leads from Booth Capture
Booth Capture leads land on the event roster to create as contacts, link to existing ones or dismiss, with badge photo, qualification and booth notes carried over.
Read more →Jarvis AI assistant
An AI assistant for the whole CRM that answers questions, filters views and opens records, and proposes every change as a confirm card you approve.
Read more →For your website visitors
AI Lead Capture: a lead concierge on your site
AI Lead Capture comes with Autessa CRM. It answers visitor questions in plain English, one question at a time, and when someone is genuinely interested it learns their use case, systems, company, role and timeline, asks permission, and saves a lead with a Hot, Warm or Cold tier and a summary for your rep.
- Answers first, qualifies second
- Saves only after the visitor agrees to be contacted
- Never asks for passwords or payment details
- A bubble on your site or a full page
Product tour
Every screen in Autessa CRM
Records open in drawers that stack over the page, so you never lose your place. Every grid sorts, filters and shares by link.
Today
The ranked worklist: reply waiting, overdue, due today, no next step, going quiet, later. Since yesterday on top.
Contacts
A fast grid with rich columns, filters and segments, and a contact drawer that saves as you type.
Import and Find duplicates
A guided CSV import with duplicate review, and a duplicate finder that merges safely.
Companies
Territories, parents, departments, people, deals, contracts and milestones, with derived status.
Pipeline
Deals grouped by stage with money, next step, health and owner; Sales, Partner and Distributor boards.
Forecast
Commit, best case and total pipeline by close month, with reasons for every exclusion.
Nurturing
Every one-to-one thread that is not yet a deal, sorted by what it needs from you.
Campaigns
Nurture, email, event and card campaigns with a progress ladder and attribution.
Clients
Live, Implementation and Under contract, with next deadline, runway and delivery owner.
Partners and Distributors
Their own pages, types and pipelines.
My Business Plan
Quota, coverage, private thinking, a shared plan and the 1:1 conversation.
Jarvis
The AI assistant panel on every page (Ctrl/Cmd+J).
Search
Cmd/Ctrl+K across contacts, companies, deals and notes, with semantic results.
Settings and Setup
You, Workspace and Configuration sections, and a guided setup.
Phone layout
Today, Contacts, Pipeline, Jarvis and More tabs with swipe actions.
How it works
How does a lead become a client in Autessa CRM?
- 1
Capture
AI Lead Capture, web forms, Booth Capture, imports.
- 2
Know them
Contacts and companies, enriched, scored and logged.
- 3
Nurture
One-to-one threads with an AI co-pilot and sequences.
- 4
Win
A gated pipeline, deal health and an honest forecast.
- 5
Keep
Clients, contracts, renewals and partners.
- 6
Every day
Today ranks the next thing to do; Jarvis helps.
Events and Booth Capture
Trade shows, planned and measured in the CRM
Event campaigns carry a plan from T-60 to T+14, a funnel from registered to deal with cost per lead, and the booth roster. Leads captured with Autessa Booth Capture wait there to create as contacts, link or dismiss, with the badge photo, qualification and booth notes carried over.
Use cases →
Account executives, SDRs, managers, event marketers, account managers, partner teams and RevOps.
Integrations →
Gmail, Outlook, calendars, Meeting Recorder, Booth Capture, AI Lead Capture, web forms, Apollo and CSV.
Security →
Autessa sign-in, role-based access, append-only notes and deal history, soft deletes and AI that asks first.
Compare
Evaluating other CRMs?
Fair, factual comparisons that show how Autessa CRM does each job.
FAQ
Questions sales teams ask
What is Autessa CRM?
Autessa CRM is AI CRM software for B2B sales teams. It opens on a ranked Today list, holds contacts and companies, runs a gated sales pipeline with forecasting and deal health, logs email from Gmail or Outlook, and covers nurturing, campaigns, events, contracts and partners, with Jarvis, an AI assistant that asks before it changes anything.
Does Autessa have a CRM?
Yes. Autessa CRM is a full CRM application on the Autessa platform, with contact and account management, a sales pipeline, forecasting, email logging, nurturing, campaigns, event leads from Booth Capture and AI Lead Capture for your site.
Does Autessa CRM work out of the box?
Yes. Import your contacts, link Gmail or Outlook, and Today, the pipeline, forecasting and Jarvis are ready on day one. Then shape it to how your company sells inside Autessa: configure your stages and sub-states, transition rules and required fields, deal health weights, tags, templates and vocabularies.
How does Autessa CRM tell me what to do next?
Today ranks every task, reply, deal and follow-up into one list: reply waiting, overdue, due today, no next step, going quiet and later. Each row has the action buttons you need, such as Draft reply, Done and set next or Snooze. For anything you are waiting on, you can ask an Autessa agent to call or email the person to chase it.
Does it log email automatically?
Yes. Link your Gmail or Outlook once and Autessa CRM logs every email with your contacts every few minutes, including shared inboxes like sales@. It can also log calendar meetings. It never changes your mailbox.
Can the AI change my data or send email on its own?
No. Jarvis and the email co-pilot propose; you confirm. Every change Jarvis suggests appears as a confirm card, and emails are drafted for you to edit and send yourself, one at a time.
How does forecasting work?
Each deal has a forecast category (pipeline, best case, commit or omitted) and a close date. The forecast groups deals by close month with commit, best case and total pipeline, and shows why any deal is left out.
What is AI Lead Capture?
AI Lead Capture is an AI lead concierge for your website that comes with Autessa CRM. It answers visitor questions, qualifies interest over a few turns, asks permission, and saves a lead with use case, systems, timeline, company size, a Hot, Warm or Cold tier and a summary for your rep.
How do trade show leads get into the CRM?
With Autessa Booth Capture. Reps capture people at the booth, and the leads appear on the event’s roster in Autessa CRM to create as contacts, link to existing ones or dismiss, with booth notes and qualification carried over.
Does it work on a phone?
Yes. Autessa CRM has a phone layout with Today, Contacts, Pipeline and Jarvis tabs, swipe actions and record pages. It runs in the browser; there is nothing to install.
Can I import my contacts?
Yes. Upload a CSV or TSV file or paste rows. The import wizard maps your columns (and remembers them), applies tags and values to every row, and shows likely duplicates before anything is saved.
Is my data secure?
Autessa CRM runs inside your Autessa workspace with Autessa sign-in and role-based access. Notes and the deal stage history are append-only, contacts are soft deleted, and Autessa’s security program is published at trust.autessa.com.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours