Not another AI tool
A copilot works only when asked, so humans still have to remember the process. CRM Autopilot runs the process itself and involves a human only for decisions. It's an agent that turns conversations into action.
AI CRM Autopilot
About Braintix
Your reps sell. The agent keeps the CRM.
Braintix Labs’ technology creates an AI agent that operates between your customer interactions and your CRM system. It records calls, meetings, and chats on messaging apps; generates reports; fills in forms; and recommends next steps.
If you have a team that serves 300 customers a month, manual work with the CRM will take up to 60 hours per person, or 10–15 minutes after every call or chat. This means your team loses 7 working days a month to typing instead of sales.
Built into your CRM
You don’t need to buy a new CRM system, overhaul your processes, or train your team to use new tools. The agent integrates with your existing suite of tools: your phone, meeting booking services, messaging apps, and your CRM system.
Approach to sales process automation
The agent does the prep work, and the manager makes the call. After each conversation, the agent writes the summary, fills in the fields, and suggests the task and next step. The sales manager checks it and confirms in one click.
The Bottleneck
Why is your CRM system falling behind?
In most sales teams, the problem isn’t a lack of discipline. The problem is one of memory: the details of each deal are stored in the sales representative’s head until someone finds the time to enter them into the system.
Updating the CRM takes a big part of the day
After each call or chat, a rep spends about 10–15 minutes writing notes, filling in fields, and setting tasks. That time comes out of client work, so replies get slower.
Sales reps can't update the CRM right away
Reps who work on the road have only a phone between meetings. By the next day, they've forgotten most of the details, and the CRM ends up with a short note or nothing at all.
Managers only see what reps report
If the CRM is incomplete, managers rely on what reps tell them. Those reports are subjective, so it's hard to judge how deals are really going.
Context gets lost when a client comes back
A client may return after a few months, or a deal may pass to another rep. The history sits in old calls and hundreds of messages. Finding it takes time.
See how many hours your team loses to the CRM
Send us a sample of call recordings or a month of CRM activity. We'll estimate how many hours your reps spend on manual updates and how much of that the agent would take over.
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What We Build
Our AI CRM Automation Solution
With AI CRM autopilot, the rep gets a filled-in deal card, not a long transcript. Here's what the CRM autopilot does after each conversation.
Listens to every channel
The agent picks up phone calls, online meetings, Telegram, WhatsApp, and email. The rep doesn't need to press anything.
Ready-to-use deal card
The card shows what the client needs, their budget and timeline, the deal status and the next step. A short summary at the top tells the whole deal story, so the rep can catch up in a minute.
One-click confirmation
The agent fills in the card and suggests a task, a deadline, and the next stage. Nothing changes until the rep confirms it with one click.
Built-in safeguards
If something wasn't said in the conversation, CRM Autopilot marks it "Not recorded" instead of guessing. If it doesn't recognize a contact, it asks the rep which deal the conversation belongs to.
Delivery Model
How It Works
We deploy AI CRM autopilot in four stages, and you can stop after any of them. Nothing writes to your live pipeline before it has been checked on your own conversations.
Discovery
We review your CRM structure, pipelines, sales channels, and a sample of real conversations. Then we agree on which fields, tasks, and stages the agent handles, and who confirms what.
Pilot
The agent runs on one team or one channel against real conversations. You see how accurate the summaries and field updates are before anything touches the live pipeline.
Implementation
We roll out the validated setup: CRM and channel integrations, field mapping, approval rules and notifications, and a short onboarding for sales. We connect one team at a time, so sales keep running.
Support & Expansion
After launch, we handle servers, support, and updates, so CRM Autopilot keeps up as your sales process changes. When the first team is running smoothly, we can add more channels, pipelines, and add-ons.
Try it on one team first
A pilot on your real conversations shows within weeks how much time the agent gives back. You'll see results before committing to a full rollout.
Request a Pilot
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Best Fit
Who Benefits from AI CRM Automation
AI CRM Autopilot fits businesses that sell through conversations and keep their deals in a CRM. It also suits teams that get leads through Telegram, WhatsApp, Instagram, or phone calls, where many details never reach the CRM.
Companies with office sales teams
Sales managers spend the day on calls and in chats, and every contact needs a CRM update. CRM Autopilot takes over the notes and fields, so reps spend their time with clients.
- Summaries and fields filled in after every call or chat
- About 55 hours a month back to selling per rep
- Full deal context before the next conversation
Companies with field sales teams
Sales representatives meet clients on site and work from their mobile phones between visits. The agent records every conversation immediately.
- Updating the CRM directly from a smartphone
- Confirmations are processed in batches between meetings
- No details are lost between visits
Companies that sell via messaging apps and by telephone
Inquiries come in via Telegram, WhatsApp, Instagram and telephone calls, and many details never make it into the CRM. The AI CRM Autopilot collects them from all channels into a single deal card.
- Phone calls, meetings, messaging apps and email — all in one place
- Contacts are identified even if their number or username changes
- Anything that hasn’t been discussed is marked as ‘Not recorded’
Expanding sales teams
As the team grows, it becomes increasingly difficult to track each deal's progress. CRM Autopilot scales from 5 managers to teams of over 50 staff, with distinct roles and approval rules.
- Multiple sales pipelines and roles
- Role-based approval rules
- New managers quickly get up to speed thanks to consolidated deal reports
Use Cases
Use Cases We Can Build
Illustrative examples of the kind of AI CRM Autopilot systems Braintix can deploy. These aren't client case studies, just a look at the shape of the work.
Automatic updating of deals after calls
The representative ends the call, and the agent fills in the deal card: the client’s requirements, budget, deadlines, and next step.
Collecting contacts via messaging apps
Chats from Telegram, WhatsApp, and Instagram are sent directly to the CRM as deals with a brief description. If the agent can't match a contact, it asks the rep which deal the chat belongs to.
Sales assistant on Telegram
Every morning, sales representatives receive a single Telegram message listing the key actions for priority deals. In the evening, they can see what remains to be done.
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FAQ
What is an AI CRM autopilot?
AI CRM Autopilot is an artificial intelligence-based agent that automatically updates the CRM system based on conversations with customers. Braintix CRM Autopilot listens to calls and messages in messaging apps, fills in the deal card, and only involves a sales manager when a decision needs to be made. The manager confirms the changes with a single click, rather than entering notes after every interaction.
How is an AI CRM autopilot different from an AI copilot or a transcription tool?
A transcription tool gives you the conversation text, and a copilot helps only when someone asks it to. An AI CRM autopilot runs the process itself: it turns the conversation into a ready-to-use deal card and suggests the next step. With Braintix CRM Autopilot, the rep no longer has to remember the process, only make the final decision.
Which channels does Braintix CRM Autopilot work with?
Braintix CRM Autopilot works with phone calls, online meetings, Telegram, WhatsApp, email, calendars, and social media. The agent picks up conversations automatically, so the rep doesn't need to press record or forward anything. All information from these channels ends up in one deal card in the CRM.
Do we need a new CRM to use an AI CRM autopilot?
No. Braintix CRM Autopilot works inside the CRM a company already uses. There's no need to buy a new CRM, rebuild sales processes or train the team on new tools. The sales team keeps working as usual during rollout.
What does a sales team get from an AI CRM autopilot?
Business owners see the real status of every deal without listening to calls. Sales reps get time back for clients, field reps can update the CRM from their phones, and new reps understand each deal from its summary. With Braintix CRM Autopilot, the same team can handle more deals and forget nothing.
Get in Touch
Contact Us
Tell us which CRM you use and where your deals come from. We will look at your channels and come back with a concrete first step to get every conversation into the deal card.
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Our location
Ukraine — working with teams worldwide