One place to understanda customer.

CRM owns the relationship: who looks after a customer, the lifecycle stage, stakeholders and their roles, follow-ups, commitments, notes, health, segments and automations. People stay in Contacts, and meetings, conversations, mail and orders are read live from the product that owns them, as the signed-in person. Nothing is copied on a schedule.

No. Lead capture and management belong to Sales. CRM takes the customer from the moment a lead, quotation or order converts, and checks for a possible duplicate before it creates a new customer.

By named reasons rather than a 0–100 score — for example no contact for a number of days, an overdue commitment or no relationship owner. A customer is Healthy, Watch or Attention Required, each reason says where it came from, and the thresholds are company settings.

Through AI Pulse it writes summaries, meeting briefs and call agendas, reviews risks, finds commitments nobody is tracking, drafts follow-up emails and messages, and proposes next steps. It never sends, books, calls or changes a record on its own, a person reviews every draft, and CRM works fully without AI.

No. Notes are internal. A private note is readable by its author only, and the Copilot never sees one.

At crm.aicountly.com, signed in with your Aicountly account. The company and branch come from Manage and are checked on every request.