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.
Stop paying monthly for Salesforce, HubSpot, or other CRMs. CRM is included with AI Agent TR. The ideal starting point for small businesses.
Create your account, add your customers, and get going. No complex integrations or data migration required.
Customer details, call history, transcripts, notes, and tickets — all on one screen.
Everything you need for professional customer management
Name, phone, email, and company information
Organize your customers into 4 segments
Everything about a customer on a single screen
Add thousands of customers at once via Excel or CSV
Every call is automatically logged to the customer card
Add important notes about your customers
Easily import your customers in Excel or CSV format
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
Filtering, search, and advanced sorting features
All information on one screen with a comprehensive detail card
Detailed tracking with chronological timeline view
If you already use Salesforce, HubSpot, or another CRM, AI Agent TR can sync your data.
| Solution | Monthly Cost | With 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 |
A built-in CRM (Customer Relationship Management) is the system that gathers all your customer records, contact details and interaction history into one central database. Each customer's name, phone, email, company and segment appears on a single screen together with their past conversations, notes and sales stage. In an AI call center this process is automated: every conversation the AI assistant handles is recorded on the relevant customer card on its own, so you never have to enter a record manually and no interaction is lost.
The real power of the built-in CRM comes from working together with the other modules, not in isolation. Customer records feed sales pipeline management and show which stage each opportunity is in; interaction data is measured in the analytics and reporting dashboards; and data exchange with your external systems flows two-way through integrations . This way your sales and support teams work from a single source of truth instead of scattered spreadsheets.
No separate software license or technical team is needed for setup; the CRM is included in your AI call center package at no extra cost. You can bulk-import your customers from an Excel or CSV file, define segment labels to fit your own workflow, and start using it within minutes.
Without a central CRM, customer information gets split across scattered spreadsheets and different teams' notes; when a customer calls, no one can see their full history. A built-in CRM removes this fragmentation:
To see how the built-in CRM simplifies your customer management, you can start with a free trial and review the packages that fit your needs on our pricing page .
No. The CRM is included in your AI call center package and there is no separate license fee. While systems like Salesforce or HubSpot cost thousands of liras a month, here you use the core customer management features at no extra cost.
Unlimited. There is no upper limit on the number of customers; you can keep thousands or tens of thousands of records together with name, phone, email, company and segment details.
You can bulk-import your customers from an Excel (.xlsx) or CSV file. The name, phone, email, company and segment columns in your file are matched automatically, and your entire list is uploaded to the system in one go.
You see each customer's entire history — the conversations held, call recordings, notes, sales stage and segment — on a single screen. So when a customer calls, or is being called, your team instantly has access to everything about that person.
Yes. CRM records work in sync with the sales pipeline and are transferred to your external systems via API. You can also review the scenarios where the CRM is used in the use cases section.