Intelligence built into
every revenue move
Generate campaign copy, score ICP fit, detect intent signals, and capture meeting insights from one system of record. CRM.me brings AI into execution, so teams move faster with better context and stronger control.
Score, generate, and capture intelligence
From ICP scoring to campaign generation to meeting transcription, every capability is integrated into one workflow engine built for reliability, governance, and speed.
ICP scoring matches every lead and account against your Ideal Customer Profile criteria. AI-predicted lead scores combine behavioral and firmographic data so reps focus on the highest-fit opportunities.
- Criteria-based ICP matching with automatic lead scoring
- Revenue forecasting with AI confidence intervals
- Signal-driven alerts for pipeline changes and risk
AI writes campaign emails with tone selection, generates sequence steps with timing and content, and routes review items through quality gates — all from a single prompt.
- AI email generation with 6 tone options (professional to storytelling)
- Sequence step generation for emails, calls, and tasks
- Expert review queues with AI-scored quality rubrics
AI-powered transcription turns every meeting into searchable insights. Get auto-generated summaries, extracted action items, and shareable clips without lifting a finger.
- Automatic meeting transcription and summary generation
- Action item extraction pushed to task workflows
- Clip creation for sharing key moments across teams
Six AI capabilities ready to deploy
ICP scoring, signal detection, campaign generation, sequence building, meeting intelligence, and expert review are ready out of the box and tuned for real GTM teams.
ICP scoring & lead qualification
Define your Ideal Customer Profile with weighted criteria, then let AI score every lead and account automatically.
- Criteria-based ICP matching across firmographic and behavioral data
- AI-predicted lead scores updated as new signals arrive
- Auto-routing to reps based on ICP fit and territory rules
Real-time signal detection
Detect intent signals from website visits, email engagement, and content downloads with configurable alert thresholds.
- Website visit tracking, email opens, and content download signals
- Configurable alert thresholds per signal type
- Signal presets for common engagement patterns
AI campaign email generation
Generate email subject lines, HTML content, and text variants based on campaign context with AI-powered tone selection.
- Six tone options: professional, friendly, urgent, casual, persuasive, storytelling
- Key-point-driven content generation from a single prompt
- HTML and plain-text variants generated in seconds
AI sequence step generation
Build multi-step sequences automatically — AI generates emails, call scripts, and task descriptions with intelligent timing.
- Auto-generated email, call, and task steps with content
- AI-optimized timing and delay recommendations
- Sequence enrollment tracking with event logging
Meeting intelligence
AI-powered transcription, summary generation, action item extraction, and clip creation for every meeting.
- Automatic transcription with speaker-segmented text
- AI summaries with key takeaways and next steps
- Shareable clips for stakeholder alignment and coaching
Expert review & quality gates
AI-assisted review queues with scoring rubrics route items to experts and enforce quality standards before deals advance.
- Quality gates with configurable scoring rubrics
- Automated routing to reviewers based on expertise
- AI-scored review decisions with audit trail
From ICP setup to AI-powered workflows
Define your criteria, let AI generate and score, detect signals in real time, and enforce quality through expert review in one governed operating model.
Set up Ideal Customer Profile criteria and signal configurations. AI starts scoring leads and accounts immediately.
Campaign emails, sequence steps, and meeting summaries are generated with context-aware AI drafting.
Intent signals from website visits, email engagement, and content downloads trigger alerts and automated workflows.
Expert review queues with quality gates ensure AI-generated content and scores meet your standards before going live.
Real results from AI-native execution
Teams using CRM.me AI generate content faster, never miss a meeting insight, and close deals with higher confidence through ICP-qualified pipeline.
ICP scoring and AI-generated sequences move leads through your pipeline faster with less manual effort.
AI campaign generation produces subject lines, HTML, and text content with tone selection in seconds, not hours.
Meeting intelligence captures every transcript, extracts action items, and generates summaries automatically.
AI-powered revenue forecasting with confidence intervals gives finance reliable pipeline predictions.
Built-in AI modules explained in detail
Explore the AI capabilities shipped inside CRM.me—ICP scoring, content generation, meeting intelligence, and signal detection with governance built in.
Ideal Customer Profile scoring that qualifies automatically
Define weighted ICP criteria across firmographic and behavioral dimensions. AI scores every lead and account in real time, combining ICP fit with behavioral engagement data.
- Configurable ICP criteria with weighted scoring rubrics
- Automatic lead and account scoring against your ICP
- AI-predicted scores based on behavioral + firmographic data
- Visual score breakdowns for instant rep coaching
- Works across inbound, ABM, and partner channels
Campaign emails and sequences written by AI
Generate email subject lines, HTML content, and text variants from campaign context and key points. Choose from six tone options and let AI build multi-step sequences with timing and content.
- AI email generation with tone selection (professional, friendly, urgent, casual, persuasive, storytelling)
- Sequence step generation for emails, calls, and tasks
- Key-point-driven content that matches your campaign context
- HTML and plain-text variants generated simultaneously
- Centralized AI engine with consistent governance and observability
AI-powered meeting transcription and insights
Every meeting is automatically transcribed with speaker segmentation. AI generates summaries, extracts action items, and creates shareable clips for stakeholder alignment.
- Automatic transcription with speaker-segmented text
- AI-generated summaries with key takeaways and decisions
- Action item extraction pushed directly to task workflows
- Clip creation for sharing key moments with stakeholders
- Searchable transcript archive across all meetings
Real-time intent signals with configurable thresholds
Detect intent from website visits, email engagement, and content downloads. Configure alert thresholds per signal type and use presets for common engagement patterns.
- Website visit, email open, and content download signal tracking
- Configurable alert thresholds with signal presets
- Real-time notifications when accounts hit engagement triggers
- Signal-driven workflow automation and rep assignment
- Revenue forecasting with AI confidence intervals for pipeline predictions
Ready to put AI-native execution to work?
Launch your CRM.me workspace, define your ICP, and let AI generate campaigns, score leads, transcribe meetings, and detect intent signals in minutes.