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AiAxCRM

Keep every customer relationship moving.

Give your agents the customer context and tools to prepare meetings, organise follow-up and move work forward. Work from your connected workspace, or step into the web and iOS app.

Customer context follows the work.

  1. 01

    Ask from your workspace

    A person or authorised agent starts with a customer question or task.

  2. 02

    Read the CRM

    Use the account, contact, opportunity and activity records behind the request.

  3. 03

    Prepare the next action

    Draft a follow-up, update a task or prepare meeting context within the allowed scope.

  4. 04

    Keep the record current

    Store the agreed result in the CRM so the next conversation starts with context.

One customer record. More ways to work.

Before the call

“Summarise the account and the outstanding commitments.”

Bring together the relevant conversation, opportunity and tasks before speaking to the customer.

After the meeting

“Log the agreed next steps and prepare my follow-up.”

Keep the activity with the customer record and prepare the tasks and message for review.

Actual AiAx CRM. Fictional AiAx United companies, conversations and opportunities.

Your CRM, wherever your agents work.

Your customer records belong to the CRM, whichever interface you use. People work in the web and iOS apps. Connected agents work through the CRM’s tools, from AiAx Workspace or another compatible agent environment.

Connect the agent you work with

AiAx CRM exposes tools through an MCP integration. An authorised agent can use those tools within the scope granted for the task. Access is checked by the CRM when each request arrives.

Connect your environment and configure its access before use. The same customer context supports both the people using the apps and the agents working alongside them.

See what needs attention

Review opportunities with stale activity, missing close dates and upcoming decisions. Keep the relevant customer context with the work.

Prepare the next conversation

See the people, email conversations, meetings and opportunities connected to a company. Open AiAx Workspace from the CRM when you want to work with your agents.

Keep leadership informed

Bring pipeline, forecast and risk into an executive view. Keep currencies and source context clear.