AI-Powered CRM & Sales Automation Platform

Our Agentic AI CRM + ERP is a unified, intelligent platform that revolutionizes sales, marketing, and management by integrating advanced CRM capabilities with robust ERP functionalities. It leverages cutting-edge agentic AI to automate processes, provide real-time analytics, and enhance customer interactions, empowering businesses to streamline operations and make data-driven decisions effortlessly.

SMS-iT's Semi-Sentient CRM redefines sales, marketing, and management by merging human-like understanding with advanced automation in our Agentic AI CRM+ERP platform, quickly interpreting text inputs to accurately capture customer inquiries while delivering context-aware suggestions that streamline conversations and continuously adapting through user feedback for improved efficiency.

Our Agentic AI Pipelines redefine your sales process by automatically designing, managing, and optimizing every stage of customer engagement. Leveraging intelligent automation and real-time analytics, these pipelines create personalized workflows, prioritize leads based on dynamic criteria, and provide collaborative insights—allowing your teams to focus on strategic growth while our AI handles the routine tasks with precision.

Our Smart Contact Management leverages Agentic AI to automatically organize, segment, and update your contacts with minimal manual intervention. By continuously analyzing interaction data, it enables hyper-targeted outreach and personalized engagement, ensuring every communication is data-driven and optimized. This intelligent system streamlines your CRM by learning from user interactions and dynamically adjusting contact groups for maximum effectiveness.

Our Agentic AI CRM + ERP leverages Tag-iT© to automatically categorize leads and contacts using intelligent, pre-defined criteria, so every interaction is streamlined without manual input. By harnessing AI Tasks and Workflow, the system dynamically assigns tags, creates personalized pipelines, and optimizes contact management, enabling your sales, marketing, and management teams to focus on strategic initiatives while the AI handles routine segmentation with precision.

The Appointments feature uses Agentic AI to automate scheduling processes end-to-end. Our smart virtual assistant coordinates bookings, sends real-time reminders, and seamlessly integrates with our ERP and communication systems, ensuring that meetings are set and managed without manual effort. This automation frees up valuable time, optimizes resource allocation, and enhances overall customer satisfaction.

Link Tracking in our Agentic AI CRM+ERP delivers real-time insights on shared links that drive engagement and refine outreach. It measures click frequency and user interactions to inform data-driven strategies, pinpoint high-performing links, and adjust messaging based on customer behavior. By automating contact management—assigning tags, pipelines, or stages when links are clicked—it streamlines follow-ups and lets your team focus on strategic initiatives.

Smart Analytics harnesses the power of Agentic AI to consolidate and interpret data from all communication channels—SMS, email, social media, voice, and more—within our integrated ERP framework. This feature delivers real-time, actionable insights through intuitive dashboards and customizable reports, empowering your business to make data-driven decisions.

Our Templates feature, powered by our Agentic AI, instantly generates customizable message blueprints that perfectly match your brand's voice. These smart templates automatically adjust to various communication scenarios, dramatically reducing manual effort while ensuring consistency and regulatory compliance. By continuously learning from engagement data, they help optimize every message, saving time and boosting productivity across all channels.

Our Activity Logs feature leverages Agentic AI to automatically capture every customer interaction—across SMS, voice, social media, and more—into a single, searchable record. This intelligent archive not only ensures complete transparency and compliance but also provides actionable insights for performance analysis and strategic decision-making.

Agentic AI Smart Notepad transforms note-taking into a fully automated, intelligent process. It automatically captures and organizes detailed records from every customer interaction—across sales calls, emails, chats, and more—integrating seamlessly with our ERP and CRM systems. The AI continuously analyzes these notes, highlights key insights, and suggests actionable follow-ups so your team always has real‑time, context-rich data at their fingertips.

Our Smart Dialer with Customer Connect harnesses the full power of Agentic AI to automate outbound calling and connect you with high-priority customers seamlessly. Using intelligent call prioritization, automated script generation, and real-time CRM updates, it minimizes manual dialing while maximizing engagement. This tool routes calls based on advanced analytics and customer data, ensuring that each connection is efficient, personalized, and aligned with your strategic objectives.

Our Agentic AI CRM + ERP supports unlimited team accounts with intelligent role-based access control. Each team member gets personalized dashboards, automated task assignments, and collaborative workflows powered by AI. The system automatically manages permissions, tracks team performance, and ensures seamless collaboration across departments while maintaining data security and operational efficiency.

Smart Numbers Management leverages Agentic AI to automatically organize, assign, and optimize phone numbers across your organization. It intelligently routes calls, manages virtual numbers, tracks usage analytics, and ensures optimal number allocation for maximum efficiency. The system automatically handles number provisioning, compliance requirements, and performance optimization.

Our Smart Compliance Management uses Agentic AI to automatically ensure all communications and data handling meet regulatory requirements. It monitors compliance in real-time, automatically applies necessary restrictions, manages opt-outs, and maintains audit trails. The system continuously updates compliance rules and provides automated reporting for regulatory requirements.

Smart Scraper powered by Agentic AI automatically enriches your contact database by intelligently gathering missing information from various sources. It validates and updates contact details, social profiles, company information, and behavioral data while ensuring compliance and data accuracy. This feature continuously enhances your CRM data quality without manual intervention.

Our Phone Number Validation & Lookup feature uses Agentic AI to automatically verify, format, and enrich phone number data in real-time. It validates number authenticity, identifies carrier information, checks for mobile/landline types, and ensures optimal deliverability. The system automatically cleanses your database and prevents invalid numbers from entering your CRM.

Our Power Dialer and Multi-Line Dialer leverage Agentic AI to maximize calling efficiency through intelligent auto-dialing, optimal timing algorithms, and automated call routing. The system manages multiple simultaneous calls, automatically handles busy signals and voicemails, and provides real-time analytics to optimize calling campaigns and improve connection rates.

Our Agentic AI CRM + ERP seamlessly integrates with hundreds of third-party applications and services. From marketing automation platforms to accounting software, social media tools to e-commerce platforms, our intelligent integration engine automatically syncs data, maintains consistency, and ensures smooth workflows across your entire business ecosystem.

Our E-commerce Integration powered by Agentic AI seamlessly connects your online store with our CRM system. It automatically syncs customer data, order history, purchase behavior, and inventory information. The system provides intelligent product recommendations, automated follow-up campaigns, and comprehensive customer journey tracking from browsing to purchase and beyond.