T7 Solution ships AI CRM features as production modules: copilot chat, lead and deal scoring, next-best-action, call summarisation and email drafting — all cited, all safe.
Every CRM vendor now has an 'AI' badge. Most of it is a chatbot that summarises what you can already see. Real AI CRM value is in scoring, prioritisation, drafting and coaching — actions that move conversion.
We build AI CRM features that plug into your existing CRM (Salesforce, HubSpot, Zoho) or into a custom CRM we build alongside — with your data, your tone and your guardrails.
Every feature ships with citations, human-in-the-loop review points and metering — so the AI is auditable, safe and cost-controlled.
Chat sidebar that answers questions about accounts, deals and history — with cited sources.
Multi-signal scoring with cited reasons — trained on your won/lost outcomes.
Per-deal recommendations for what to do next, backed by cited context and outcome data.
Every call transcribed, summarised, next-steps extracted and logged to the deal automatically.
Context-aware drafts in your tone and language — English, Hindi, Gujarati, Arabic.
AI flags stalled, ghosted or downgraded deals with reasons — before they close-lost.
Every AI output cites the data it used — reps trust and verify in one click.
Drafts are reviewed before send, scores are explainable, actions are logged — no rogue AI.
Token usage tracked per user, per feature and per tenant — with quotas and overage handling.
OpenAI, Claude, Gemini or open-source — we route per task based on quality, cost and latency.
Production AI modules we drop into your ai crm features build.
Production-grade GPT, Claude, Gemini and open-source LLMs — grounded in your data.
Multi-agent architectures that plan, use tools and complete complex tasks.
Human-sounding AI voice agents for inbound and outbound calls at scale.
Production ML for forecasting, churn, risk and pricing — trained on your data.
For best results, yes — 6–12 months of won/lost outcomes lifts scoring accuracy meaningfully. It works on rules from day one.
GPT-4/5, Claude, Gemini and open-source — routed per task based on quality, cost and latency. Not locked to one vendor.
No — we use enterprise API tiers (OpenAI, Anthropic, Azure) that contractually don't train on your data.
Yes — as a module on top of your existing CRM, or as part of a custom CRM we build alongside.
Talk to a senior AI consultant from T7 about your industry, workflow, or product idea. Free, no commitment — reply within one business day.
Compare the other CRM modules or explore where CRM meets AI.
Kanban pipelines, stage automation and honest forecasting
Every call, message, deal and doc — one timeline per customer
Live sales dashboards with AI insights — for reps, managers and execs
A copilot that drafts, researches and updates the CRM — so reps sell.
Turn every call into structured decisions, actions and CRM updates.
Qualify, score and book inbound leads in under 5 minutes, 24/7.