Category
CRM
Key features
Lead and deal pipeline
Email, SMS and WhatsApp marketing
Unified omnichannel inbox
01 — Overview
What is
CRMOne
CRMOne is a CRM that brings sales pipeline, marketing campaigns and customer support into one workspace. It covers lead and deal management, quotes and invoicing, email, SMS and WhatsApp campaigns, social scheduling, forms, funnels and a website builder. Its Aeri AI layer adds lead scoring, data enrichment, meeting and email summaries, chatbots and voice agents.
02 — Who it’s for
Ideal Customer Profile
Built for startups and growing small businesses that want one CRM for sales, marketing and service, across industries from agencies to real estate.
03 — Capabilities
Key Features
Lead and deal pipeline
Email, SMS and WhatsApp marketing
Unified omnichannel inbox
AI lead scoring and enrichment
AI chatbot and voice agents
Quotes and invoicing
Forms, funnels and website builder
05 — Similar tools
Alternatives
06 — FAQ
Frequently Asked Questions
What is CRMOne used for?
CRMOne is used to manage leads, deals and customer conversations, run email, SMS and WhatsApp campaigns, and handle support from a single CRM.
Who is CRMOne for?
Startups and small to growing businesses that want sales, marketing and support tools in one system rather than several separate apps.
What AI features does CRMOne include?
Its Aeri AI features include lead scoring, data enrichment, meeting and email summaries, sentiment analysis, a support chatbot, an AI copilot and AI voice agents.
Which channels does CRMOne connect?
CRMOne links email, SMS, WhatsApp, Facebook and Instagram into a shared inbox, and includes payment integration for collecting payments.