CraftOS CRM — The next-generation, AI-native CRM.
For sales teams juggling spreadsheets, emails and messages. Bring your contacts and follow-ups together. Your AI agent qualifies and sells on WhatsApp, while your team stays in control.
Your AI agent speaks your customers’ language: French, English, Arabic…
CraftOS CRM↗Your relationships deserve more than scattered files
Your AI agent moves sales forward on WhatsApp. Your CRM keeps the context: who the customer is, what was discussed and what needs to happen next.
Illustrative interfaces · fictional data
We help you bring over your files, connect your channels and organise your sales follow-up.
CraftOS CRM
Turn conversations into sales actions.
Emails, appointments, messages and calls feed the same customer record. Your AI agents use that context to qualify leads, sell and prepare the next step.
Contacts, conversations and appointments in sync.
It enriches, qualifies and moves sales forward on WhatsApp.
Follow-ups, summaries and next actions in one place.
Your business. Your sales conversation.
Choose your industry. See how your AI agent qualifies an enquiry, presents your offer and prepares the next step with your team.
Have item, size, address and cash on delivery confirmed on WhatsApp. Your team prepares the shipment with the right information.
01 WhatsApp · English
02 Team side · CraftOS CRM
Address specified · conditions to be checked
Today · 09:42The conversation and the next action, in the same folder.
Reconstructed interfaces · fictitious data · no real sending
Budget, sector, type of property, date of visit: the AI agent collects the criteria. Your advisors take over with a specific project.
01 WhatsApp · English
02 Team side · CraftOS CRM
Specified sector · budget to be completed
Today · 09:42The conversation and the next action, in the same folder.
Reconstructed interfaces · fictitious data · no real sending
Is your customer hesitating between several vehicles? The AI agent specifies his criteria and his recovery request. The salesperson finds the information to offer the right vehicle.
01 WhatsApp · English
02 Team side · CraftOS CRM
Resumption to be studied · budget to be completed
Today · 09:42The conversation and the next action, in the same folder.
Reconstructed interfaces · fictitious data · no real sending
While you coach, your AI agent answers questions about your plans, collects goals and availability, then prepares the reservation with you.
01 WhatsApp · English
02 Team side · CraftOS CRM
Objective and availability collected
Today · 09:42The conversation and the next action, in the same folder.
Reconstructed interfaces · fictitious data · no real sending
A customer sends you a voicemail, a photo of the desired stay, then their proof of deposit. The AI agent collects his request; your advisors find the file and the regulations to verify.
01 WhatsApp · English
We would like to travel to Marrakech, two people, and stay in a riad with a pool.
Fictitious document · regulations to be verified
02 Team side · CraftOS CRM
proof_transfer.pdf
Today · 10:15The request, attachments and transaction, in the same file.
Reconstructed interfaces · fictitious data · no real sending
The AI agent clarifies the topic, number of participants and preferred dates. Your sales team prepares a proposal with the right information.
Hello, we need AI training for our sales team.
How many people, which use cases and what timing do you have in mind?
12 people, prospecting and follow-ups, next month.
I will pass this to your adviser to prepare a suitable proposal.
CraftOS CRMNext actionPrepare the proposal
Illustrative scenarios · fictional data
The AI agent presents your programmes and gathers applicants’ needs. Your admissions team tracks the enquiry and arranges the next step.
Hello, I would like to know about your business programme.
What is your current education level and which intake are you interested in?
I am finishing secondary school and looking at the next intake.
I will share the programme details and pass your enquiry to admissions for an appointment.
CraftOS CRMNext actionArrange the appointment
Illustrative scenarios · fictional data
Illustrated scenarios and interfaces, fictitious data. AI Agent responses and actions follow your information and permissions. A receipt received must be verified before confirming a payment.
Shared messages, meetings, notes and recaps help your team pick up where you left off. Your AI agent summarises conversations and prepares follow-ups.
See the same opportunities in a table or by sales stage. Your team knows who owns each deal and what happens next.
| Prospect | Stage | Owner | Next action |
|---|---|---|---|
| Horizon ConsultingNadia B. | Qualified | Salma | Prepare the proposal |
| Atlas TravelKarim A. | Proposal sent | Youssef | Confirm the meeting |
| Lumière SchoolLina M. | Follow up | Salma | Follow up on the proposal |
Prepare the proposal
Owner: SalmaConfirm the meeting
Owner: YoussefFollow up on the proposal
Owner: SalmaFeature illustrations · fictional data
Clear missions, based on the information and rules you define.
Answers, qualifies and presents your offers, with handoff to your team.
Example outcomesNeed qualified · adviser notifiedIdentifies stalled conversations and prepares a follow-up using the relationship context.
Example outcomesFollow-up ready for approvalCompletes useful contact information and prepares a company summary.
Example outcomesProspect record enrichedSummarises conversations and meetings to prepare your next appointment.
Example outcomesMeeting recap added to the recordSales tracking and standard tasks are software features. AI agent actions use AI consumption credits. Scope and usage volumes are agreed with you during the demo.
Keep working from your tools: interact with CraftOS CRM from ChatGPT or Claude through MCP connectors, according to your access permissions.
Request a demoCraftOS CRM · Free / Launch / Scale
Bring your contacts and sales follow-up together, then add the AI agents and capacity that fit your business.
Explore the CRM and organise your follow-up.
For small and medium businesses ready to try AI agents.
For larger SMEs handling high volumes.
We define capacity and scope together during your demo, based on your data, channels and needs.
We review your WhatsApp Business setup and the required access before activation. We clarify how your current number can be used with you.
Yes. An adviser can pause the AI and take over with the full conversation history. Items requiring verification, such as payment receipts, remain under your team’s control.
The demo helps clarify your needs. We then define the data and channels to connect, catalogue information and AI agent rules. Conversations are tested with your team before activation.
CraftOS CRM
Describe how you work today and what you want to improve. We will prepare an example around your channels, sales journey and WhatsApp AI agent’s role.
