Built-in CRM

    INCLUDED - NO EXTRA COST

    No Need foran External CRM

    Customer management, segmentation, interaction history, and 360° customer view — all included in your platform.

    Already have a CRM? It integrates seamlessly. Don't have one? No problem — everything is ready to go.

    Unlimited
    Customers
    360°
    View
    Automatic
    Logging
    Excel
    Import
    💰

    No Extra Cost

    Stop paying monthly for Salesforce, HubSpot, or other CRMs. CRM is included with AI Agent TR. The ideal starting point for small businesses.

    🚀

    Get Started Instantly

    Create your account, add your customers, and get going. No complex integrations or data migration required.

    🔗

    Everything Integrated

    Customer details, call history, transcripts, notes, and tickets — all on one screen.

    CRM Features

    Everything you need for professional customer management

    👥

    Centralized Customer Database

    Name, phone, email, and company information

    • International phone support in E.164 format
    • Customer recognition by unique phone number
    • Fast search and filtering
    • Advanced sorting options
    🏷️

    Smart Segmentation

    Organize your customers into 4 segments

    VIP:Priority customers
    Regular:Standard customer base
    At Risk:Customers requiring follow-up
    Prospect:Not yet customers
    🔍

    360° Customer View

    Everything about a customer on a single screen

    • All contact information
    • Call history and transcripts
    • Added notes
    • Pipeline tickets
    • Total call count and duration
    • Last contact date
    📥

    Bulk Import

    Add thousands of customers at once via Excel or CSV

    • Column mapping (name, phone, email, company, segment)
    • Batch process tracking
    • Error reporting
    • Existing customer updates
    📝

    Automatic Interaction Logging

    Every call is automatically logged to the customer card

    • Inbound/outbound call details
    • Call duration and status
    • Conversation transcript
    • AI analysis summary
    • Date and time stamp
    📌

    Customer Notes

    Add important notes about your customers

    • Unlimited note creation
    • Date and user stamp
    • Chronological view
    • Follow-up reminders

    Bulk Import

    Easily import your customers in Excel or CSV format

    File Format Example

    Your CSV or Excel file should include these columns:

    isim,telefon,email,sirket,segment
    Ahmet Yılmaz,+905301234567,ahmet@example.com,ABC Ltd.,Normal
    Ayşe Demir,+905321234567,ayse@example.com,XYZ A.Ş.,VIP
    Mehmet Kaya,+905331234567,mehmet@example.com,DEF Corp.,Potansiyel
    Name
    Customer name
    Phone
    E.164 format
    Email
    Contact
    Company
    Optional
    Segment
    VIP/Regular/Risk

    Easy-to-Use Interface

    Customer List

    Filtering, search, and advanced sorting features

    360° Customer View

    All information on one screen with a comprehensive detail card

    Interaction History

    Detailed tracking with chronological timeline view

    Already Have a CRM?

    If you already use Salesforce, HubSpot, or another CRM, AI Agent TR can sync your data.

    Supported Integrations

    Salesforce
    HubSpot
    Microsoft Dynamics
    Zoho CRM
    REST API (custom integration)

    CRM Cost Comparison

    SolutionMonthly CostWith AI Agent TR
    Salesforce$25-300/user
    Included
    HubSpot$20-120/user
    Included
    Zoho CRM$14-52/user
    Included
    AI Agent TR CRM$0
    $0
    Save thousands per year

    CRM Included, No Extra Cost

    Get started now — no separate CRM payment needed