Autessa CRM features
Every Autessa CRM feature
Autessa CRM is a complete AI CRM for B2B sales: a ranked Today worklist, contact and account management, sales pipeline management with stage gates, forecasting and deal health, automatic email logging, lead nurturing with an AI co-pilot, campaigns and events, clients, contracts and partners, website lead chat, web forms, lead scoring, and Jarvis.
Daily work
One ranked list that answers “what should I do next?”, plus tasks, alerts and your quarterly plan.
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 →Tasks and quick add
Type a task in one line with its date, priority, owner and company; track who you are waiting on; and close each task by setting the next one.
Read more →Alerts and morning digest
Replies, renewals, decision dates and overdue waits, in the app and in a weekday morning digest at the hour you choose.
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 →Contacts and companies
People are the record: contacts, the companies they work for, and everything you know about both.
Contact management
Autessa CRM includes contact management: a fast searchable grid and a contact drawer with deals, next step, activity, live emails, history and notes that save as you type.
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 →Import and duplicates
A guided CSV import that remembers your columns and flags duplicates, and a duplicate finder that merges without losing data.
Read more →Segments, lists and tags
Live segments, fixed lists, smart lists in the sidebar, three-state tag filters and links that share your exact view.
Read more →Enrichment
Look people and companies up on Apollo to fill blank fields, without overwriting anything your team entered.
Read more →Sales pipeline
A pipeline you can defend: gated stages, an honest forecast and a health check on every deal.
Deal pipeline
Autessa CRM includes sales pipeline management: deals grouped by stage and sub-stage with money, close date, health and next step, across every pipeline you run.
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 →Forecasting
A forecast by close month with commit, best case and total pipeline, where every deal left out says why.
Read more →Deal health
Green, yellow or red on every deal, from last contact, age in stage, reschedules, next step, champion and backward moves, with At risk and Watch filters.
Read more →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.
Email and calendar logging
Link your Gmail or Outlook once and every email and meeting with a contact is logged, shared inboxes included, with live threads on each contact.
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 →Templates and sequences
Templates with merge fields and fallbacks, and sequences of up to six steps across email, call, LinkedIn and cards, dated from the real touch.
Read more →Campaigns and events
Nurture, email, event and card campaigns, measured from first touch to deal.
Campaigns
Nurture, email, event and card campaigns with audiences, a progress ladder from queued to won, attributed deals and logged sends.
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 →Clients and partners
After the close: clients, contracts, renewals and cash, plus the partners who help you win.
Clients and contracts
Clients worked out from active contracts and delivery deals, and contracts with billing, POs, renewals, milestones and a derived invoice and cash schedule.
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 →Partners and distributors
Partner and Distributor pages, types and pipelines, and partners named on client deals with their role: referred, co-selling, implementing, reselling or influencer.
Read more →Lead capture
AI lead capture, web forms and trade show badges, all landing as qualified leads.
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 →Website form capture
A lead capture address and ready-made HTML form for your website, with round-robin owners, default tags and source, and rate limits.
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 →Lead scoring
A transparent 0 to 100 score from replies, outreach, open deals, type and profile completeness, banded Hot, Warm and Cold.
Read more →Jarvis and workspace
An AI assistant you can trust with your CRM, on desktop and phone, with roles and settings to match.
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 →Mobile CRM
A phone layout with Today, Contacts, Pipeline and Jarvis tabs, swipe actions, deal cards by stage and record pages.
Read more →Roles, search and settings
Administrator, Sales Manager, Sales Rep and Read Only roles, global search with semantic results, keyboard shortcuts, and settings for every stage, rule and vocabulary.
Read more →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