Use cases
A CRM for every role on a B2B revenue team
Autessa CRM gives account executives a ranked daily worklist, SDRs a nurturing queue and website leads, managers a forecast and coaching plan, marketers event campaigns with booth lead triage, account managers contracts and renewals, partner teams their own pipelines, and revenue operations a process they can shape.
By role
What does each role get from Autessa CRM?
Account executives
Know what to do next every morning, and never let a deal sit without a next step.
- Today ranks replies, overdue work and deals with no next step
- Stage gates and Done & set next
- AI co-pilot drafts from the real history
SDRs and business development
Work inbound and event leads fast, and keep one-to-one threads warm until they are ready.
- AI Lead Capture and web forms with round-robin owners
- Nurturing queue: reply waiting, met, going quiet
- Sequences dated from real touches
Sales managers
Run a forecast call on facts, coach reps on their plan, and spot deals at risk.
- Commit, best case and total pipeline by close month
- Deal health and At risk filters
- My Business Plan with a 1:1 conversation
Field and event marketers
Plan trade shows, triage booth leads the same day, and prove cost per lead.
- Event plan checklist from T-60 to T+14
- Booth Capture roster triage
- Funnel and cost per lead
Account managers and customer success
Keep clients, contracts and renewals in view after the close.
- Clients derived from contracts and delivery
- Renewal notice, PO and funding dates
- AI contract reader
Partner and channel teams
Recruit partners and distributors and credit them on client deals.
- Partner and Distributor pipelines
- Partner roles on client deals
- Kept out of the sales forecast
Revenue operations
Shape the process, keep data clean and give AI to the team safely.
- Configurable stages, rules and vocabularies
- Import, duplicates and enrichment
- Jarvis proposes, people confirm
Onboarding new reps? Capture any sales workflow automatically with Autessa Autodocs: do it once in the browser and get a step-by-step guide and a replayable workflow.
By industry
Where Autessa CRM fits
B2B software and SaaS
MRR, ARR, term and TCV on every deal; Delivery pipeline after the close; renewals from contracts.
Selling to government
Long cycles with procurement, POs, funded-through dates and renewal notice; partners and resellers on deals; association events.
Professional services and agencies
Relationship-led selling with nurturing, handwritten cards and referrals; milestones on contracts.
Healthcare technology
Multi-stakeholder deals with contact roles, champions and competitors; trade show leads from Booth Capture.
Channel-led businesses
Partner and distributor pipelines with types, and partners credited on client deals.
Event-heavy go-to-market
Event campaigns with a plan, funnel and cost per lead, and booth leads triaged the same day.
Across the journey
From first chat to renewal
- 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.
FAQ
Questions about who uses Autessa CRM
Who is Autessa CRM for?
B2B sales teams: account executives, SDRs, sales managers, event marketers, account managers, partner teams and revenue operations, especially teams with relationship-led, event-driven or public sector sales.
Is Autessa CRM good for small teams?
Yes. It opens on Today, so a small team gets a daily plan without building reports, and setup is seven guided steps.
Does it work for recurring revenue?
Yes. Deals carry MRR, ARR, term and TCV, a Delivery pipeline follows the close, and contracts track renewals.
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