Features

Everything your sales team needs, in one AI-native CRM

AskCRM covers the whole deal lifecycle — from first contact to a signed handover — with a copilot that can run any part of it in plain language.

Copilot

Run the CRM by asking, not clicking

Tell AskCRM what happened, the way you'd tell a colleague, and let the copilot handle the record-keeping — with your confirmation before anything sensitive changes.

  • Ask, don't click

    Tell AskCRM what happened the way you would tell a colleague. The copilot creates contacts, books meetings, moves deals, and answers questions about your pipeline — in English or Albanian.

  • Nothing changes without a yes

    Moving a deal, reserving a unit, updating progress — the copilot shows you exactly what it is about to do and waits for your confirmation before touching anything sensitive.

Copilot · action trace

Book Arben a site visit Friday and move his deal forward.

  • create_contactArben H. · 2+1 · €120k
  • book_meetingFri 10:00 · site visit
  • move_deal→ Visit scheduled

// confirmed — logged to audit trail

Pipeline & inventory

Deals and units, always in sync

A sales pipeline built for construction, and a unit inventory that never lets two buyers reserve the same home.

  • A pipeline built for construction sales

    Deals move through the stages your business actually has — visit, offer, financing, preliminary contract, notary, handover — with stage gates that check requirements before a deal advances.

  • Every unit, every floor, every price

    Track availability, layout, area, orientation, and delivery dates for every unit in every project. A unit can only hold one active reservation — double-booking is impossible by design.

Riverside — unit inventory

A-01
A-02
A-03
A-04
B-11
B-12
B-14
B-15
C-21
C-22
C-23
C-24
AvailableReservedSoldB-14 · 1 active reservation

Visibility & automation

See what matters, skip what doesn't

Every role gets a dashboard built for its job, while meetings, follow-ups, and reminders run themselves in the background.

  • Dashboards that match the job

    Executives see weighted pipeline and forecasts, sales sees stale deals and funnel conversion, engineering sees delivery variance, and finance sees collections — each role gets its own live view.

  • The busywork runs itself

    Booking a visit advances the deal automatically. Follow-ups, escalations, and recurring tasks fire on schedule, and overdue work stays visible until someone closes it.

Workflow · triggered

  1. Visit booked

    Fri 10:00

  2. Deal → Visit scheduled

    auto-advanced

  3. Reminder scheduled

    Thu 17:00

  4. Escalates if no update

    in 7 days

Governance & data

Control your data, and bring what you already have

One permission matrix for people and AI, documents filed where they belong, and your existing spreadsheets imported on day one.

  • One permission matrix for people and AI

    Seven roles from admin to finance, each scoped to what they may see and change. The copilot obeys the same matrix, and every action lands in the audit log.

  • Contracts and plans, filed where they belong

    Attach contracts, permits, plans, and photos to contacts, deals, projects, or units. Files live in private storage and downloads use short-lived signed links.

  • Bring your existing data

    Import contacts, projects, units, and deals from CSV or Excel. A preview flags row-level errors before anything is committed, and failure reports are downloadable.

Roles · one matrix for people & AI

RoleViewEditReserveMoney
Admin
Sales agent
Finance
Copilot

The copilot inherits the acting user's permissions — never more.