Customer Relationship Manager (CRM)

Organize, Track, and Nurture Your Leads with Ease

Managing customer relationships is key to growing your business. With Persystent AI’s Customer Relationship Manager (CRM), you can track leads, automate follow-ups, and close more deals effortlessly.

Why Businesses Need a CRM

Without a CRM, leads can slip through the cracks, follow-ups are missed, and customer relationships suffer. Our all-in-one CRM solution ensures every lead is nurtured, every opportunity is tracked, and your sales pipeline stays full.

Key Features & Business Benefits

  • Lead Tracking & Management

    • Centralized customer database – Keep all lead and customer details in one place.

    • Track interactions – See call logs, emails, and texts for each contact.

    • Segment leads – Organize contacts by status, interest, or pipeline stage.

  • Automated Follow-Ups & Reminders

    • Never miss a lead – Set up automated email & SMS follow-ups.

    • Task reminders – Get notified when it's time to follow up.

    • Custom workflows – Automate repetitive sales processes to save time.

  • Pipeline & Sales Management

    • Drag-and-drop pipelines – Easily move leads through sales stages.

    • Revenue forecasting – Track projected earnings based on deals.

    • Custom deal stages – Tailor your pipeline to match your sales process.

  • Customer Engagement & Insights

    • Email & SMS integration – Communicate directly from your CRM.

    • Customer activity tracking – Know when leads open emails, visit your site, or engage.

    • Detailed reporting – Gain insights into your sales performance and optimize.

How This Helps Your Business


✅ Streamlines Your Sales Process – No more manual tracking; keep everything in one place.

✅ Improves Customer Retention – Automated follow-ups mean no lead gets forgotten.

✅ Saves Time & Increases Productivity – Automate repetitive tasks and focus on closing deals.

✅ Grows Revenue Faster – Track progress, improve conversion rates, and close more sales.

Affordable & Scalable Pricing

Each core service, including the Customer Relationship Manager (CRM), is available for just $49/month.

Want more? Once you add a second core service, you’ll get full DIY access to the Persystent AI platform for just $97/month—giving you the tools you need to automate and grow your business effortlessly!

Why Choose Persystent AI?

Most CRMs are expensive and complicated. Persystent AI’s CRM is built for small businesses, independent insurance agencies, and contractors, making it simple to manage leads and scale your business without the hassle.

Get Started Today!

Take control of your leads and sales process. Try Persystent AI’s CRM today! Click below to schedule a Discovery Session.

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