New CRM Page - Business Management Solution
Axiever CRM with AI Agent

The AI CRM that finds leads,
closes sales & books appointments

One simple platform for trading, distribution and service businesses. Sara β€” your AI agent β€” works every lead, every campaign and every channel, around the clock.

Standalone product Β· Connects to Axiever ERP for a complete digital solution

βœ“ Live in an afternoon βœ“ No IT project required WhatsApp Β· VoIP Β· Email Β· Web Chat Β· SMS Sara works 24/7

Meet Sara β€” she works while you sleep

Sara is your always-on AI agent. She greets every visitor, answers product questions, checks stock, shares price lists, qualifies the lead, runs your campaigns and books the call β€” in your brand's voice, on every channel.

Fully Automated

Sara handles it end-to-end β€” no human needed

Assisted Mode

Sara drafts, your team approves before sending

Human-Led

Sara listens and helps β€” your rep leads the conversation

Choose per channel or per customer β€” switch anytime.
πŸ€–

Sara

AI Agent β€” Axiever CRM Β· Always on Β· Answers in seconds

Works leads and campaigns on her own β€” converting and following up 24/7
Talks on web chat, WhatsApp (chat & voice), VoIP calls, SMS and email
Knows your catalogue, prices, stock and policies from the knowledge base
Answers in your customer's language, in seconds, day or night
Works side by side with your salespeople β€” and hands over the moment it matters
Real-Life Example

A retailer messages at 11 pm: "Do you have the 8-light crystal chandelier?" Sara instantly confirms 12 in stock at your Mississauga warehouse, sends the price list and photos, and books a demo for 10 am β€” all before your team is back at their desks.

Running your sales across six different apps?

WhatsApp on someone's phone. Email blasts elsewhere. A VoIP line nobody logs. Sticky notes for follow-ups. A paid lead list that never syncs. Nothing talks to each other β€” so enquiries go cold, leads leak, and your team repeats the same answers all day.

⚠ The problem today

  • Enquiries go cold before anyone follows up
  • Leads fall through the cracks between tools
  • Your team repeats the same answers all day
  • No one knows what stage each deal is at
  • Appointments double-book or get forgotten
  • Six separate bills β€” none of them talk to each other

βœ“ Axiever brings it all together

  • Lead generation, leads, customers, campaigns, calls, chats and your calendar live in one place
  • Sara handles the routine work automatically
  • Every channel, every interaction β€” tracked in one inbox
  • Pipeline stages move automatically as leads progress
  • Sara books the right slot, sends reminders, no double-booking
  • One subscription replaces five separate tools
πŸ”—

Start standalone. Grow into a full digital solution. Axiever CRM works perfectly on its own from day one. When you're ready, plug it into Axiever ERP β€” connecting inventory, purchasing, orders and accounting into one seamless digital backbone. No IT project. No complex processes. If your team can use WhatsApp, they can run Axiever.

Everything your sales team needs β€” built to be simple

Nobody needs training. Here's the whole platform at a glance β€” plus activity & follow-up tracking, role-based access, and a full reports suite, all included.

Module 02
πŸ“‘

Every Channel, One Inbox

Inbound messages and calls answered instantly; outbound campaigns go out on the right channel. All flows into one shared inbox.

  • WhatsApp β€” chat messages and voice calls
  • VoIP β€” calls and SMS, all from inside the CRM
  • Email β€” personal replies plus campaign sends
  • Website chat β€” captures leads from your site
Module 03
πŸ“£

Sell & Run Campaigns

Build a campaign once and reach hundreds of leads and existing customers at the same time. Segment, schedule, send β€” then let Sara handle every reply.

  • Works with both new leads and existing customers
  • Outbound templates, segmentation, scheduling
  • Inbound replies answered by Sara or live agent
  • Every touch logged as an activity with follow-ups
Customers 360Β°

Order history, last conversation, preferences, and a live health score on one screen. Spot the sub-distributor who's slowing down β€” and let Sara re-engage them with the right offer.

Module 04
πŸ“…

Book & Manage Appointments

Sara reads your team's live calendar, offers open slots, books the best one, and sends confirmations and reminders β€” so you get more meetings and far fewer no-shows.

  • Books for both leads and customers β€” demos, site visits, service calls
  • Only offers genuinely free slots
  • Auto confirmations and reminders synced to the right rep
Real-Life Example

On a WhatsApp voice call, a customer asks for an installation visit "sometime Thursday." Sara checks the field team's calendar, offers 11 am or 2 pm, books 2 pm, and texts a reminder the morning of β€” no back-and-forth, no double-booking.

Module 05
πŸ“‹

Surveys, Read by AI

Create a survey, segment who gets it, schedule the send. As replies arrive, Sara analyses them automatically β€” sentiment, themes and an NPS score β€” so you see what customers really think without reading every response.

  • Send to targeted segments on a schedule
  • AI summarises sentiment, surfaces recurring themes, tracks NPS
  • Turn feedback straight into a campaign or follow-up task
Module 06
πŸ“š

Knowledge Base

Teach Sara once β€” she never forgets. Add or edit prices, product specs, compatibility rules, policies, templates and live operational data. She instantly stops giving outdated answers.

  • Seven organised areas keep everything in place
  • Sara answers from your knowledge base β€” not the open internet
  • Update a price list once β€” every channel is correct instantly
Module 07
πŸ“Š

Reports & Analytics

Revenue, new leads, conversion, how much Sara handled and how your campaigns performed β€” live, in plain English. Every conversation and campaign turned into numbers you can act on.

  • Live dashboards for sales, leads, channels and campaigns
  • Sara vs. live-agent workload and booked-demo pipeline
  • All standard reports your managers expect β€” ready out of the box
Module 08
🎯

Lead Management

A full pipeline view from first discovery to closed deal. Every stage tracked automatically β€” with AI-suggested next steps and follow-ups tied to your calendar.

  • Stage transitions triggered by real customer actions
  • Activity logs tied to follow-ups on your calendar
  • Role-based access by module and region
Module 09
πŸ‘₯

Customer Management

Full customer profiles with order history, health scores, conversation history, and preferences. Everything your team needs to spot risk early and grow every account.

  • Customers 360Β° β€” one screen, every relationship
  • AI health score flags accounts before they churn
  • Connects to Axiever ERP for order and inventory sync

Reach customers wherever they are

Sara speaks on every medium your customers use β€” and it all flows into one shared inbox. Inbound messages answered instantly; outbound campaigns go out on the right channel.

πŸ’¬

WhatsApp β€” Chat & Voice

The highest-engagement channel for B2B buyers. Sara handles both chat messages and WhatsApp voice calls.

πŸ“ž

VoIP Calls & SMS

Make and take phone calls and send SMS texts β€” all from inside the CRM. No third-party VoIP app needed.

βœ‰οΈ

Email β€” Personal & Campaigns

Personal replies plus scheduled campaign sends with templates and open tracking.

🌐

Website Chat Widget

A live chat widget on your site. Greets visitors, answers product questions, captures leads and books demos β€” without a human in the loop.

Real-Life Example

A contractor opens a chat on your website at lunchtime asking about LED panel compatibility. Sara answers from your knowledge base, captures the lead, and offers a callback slot β€” turning an anonymous visitor into a qualified opportunity in two minutes.

Channels Sara works on
πŸ’¬
WhatsApp
Chat & Voice
πŸ“ž
VoIP & SMS
Calls & Texts
βœ‰οΈ
Email
Campaigns & 1:1
🌐
Web Chat
Site Visitors
Sara answers in your customer's language, in seconds, day or night β€” on every one of these.

Teach Sara once β€” she never forgets

Sara answers from your knowledge base β€” not the open internet β€” so she quotes the right price, the right warranty and the right compatibility every single time.

πŸ’°

Prices & Promotions

Current price lists, tiered pricing, active discounts and promotional offers. Update once β€” Sara quotes correctly on every channel instantly.

πŸ“¦

Product Catalogue & Specs

Full product details, technical specifications, compatibility rules and supported use cases. Sara answers deep product questions without escalation.

πŸ“‹

Policies & Procedures

Warranty terms, return policies, delivery timelines, and service procedures. Customers get consistent, accurate answers every time.

πŸ’¬

Templates & Scripts

Approved message templates, campaign copy, objection handling scripts and escalation phrases. Sara always sounds like your brand.

🏭

Live Operational Data

Real-time stock levels, warehouse locations, lead times and service availability. Sara checks inventory before confirming an order.

❓

FAQs & Support Answers

Frequently asked questions, troubleshooting steps and installation guidance. Sara resolves tier-1 support queries without creating a ticket.

πŸ’‘

Why it matters

Because Sara answers from your knowledge base β€” not the open internet β€” she quotes the right price, the right warranty and the right compatibility every single time. Update a price list once and every channel is correct instantly. Seven organised areas keep everything in its place.

Stop paying six separate bills

Axiever replaces your lead tool, email tool, website chat, WhatsApp/SMS tool, VoIP calling and a standalone AI chatbot β€” and includes Sara at no extra charge.

πŸ” Lead generation toolβ†— Replaced by Sara
βœ‰οΈ Email campaign platformβ†— Replaced by Sara
πŸ’¬ Website chat widgetβ†— Replaced by Sara
πŸ“± WhatsApp & SMS toolβ†— Replaced by Sara
πŸ“ž VoIP calling softwareβ†— Replaced by Sara
πŸ€– Standalone AI chatbotβ†— Included β€” Sara

If Sara closes just one extra wholesale order a month that you'd otherwise have missed, Axiever has more than paid for itself.

50%
Typical software bill reduction for small businesses
10+
Hours per week freed from repetitive follow-ups
24/7
Sara answers β€” no overtime, no sick days
1 day
Go live β€” you're running Axiever in an afternoon
Configured for your kind of business
🏭 Trading & Distribution
πŸ”§ Service Businesses
πŸ“¦ Wholesale & Importers
πŸ›’ B2B Sales Teams

See exactly what's working

Live dashboards that turn every conversation and campaign into numbers you can act on. Plain English, always up to date.

πŸ“ˆ

Sales & Revenue

New leads, conversion rates, closed deals, and revenue per channel β€” all in one place, live.

πŸ€–

Sara vs Live Agent

See exactly how much Sara handled vs your team β€” and where human escalations happen most.

πŸ“£

Campaign Performance

Open rates, reply rates, conversions and cost per lead for every campaign you run.

πŸ“…

Booked Demo Pipeline

Every appointment Sara booked β€” upcoming, completed, no-shows β€” and the deals that came from them.

😊

Customer Sentiment

AI-analysed survey results, NPS scores, recurring themes β€” so you know what customers really think.

πŸ“‘

Channel Breakdown

WhatsApp, email, VoIP, web chat β€” which channel is driving the most conversations, leads and closings.

For businesses that move product or deliver a service

🏭

Trading & Distribution

Sara finds new stockists, runs WhatsApp campaigns to existing accounts, handles inbound pricing enquiries 24/7, and books sales visits β€” all while you sleep.

πŸ”§

Service Businesses

Book site visits and service calls automatically. Sara takes the enquiry, checks the calendar, confirms the slot and sends reminders. Far fewer no-shows.

πŸ’Ό

B2B Sales Teams

Accelerate your pipeline with AI-driven lead generation, smart scoring, and intelligent follow-up sequences. Your reps only talk to Hot and Warm leads.

🌍

Expanding into New Markets

Opening a new territory? Sara builds a ready-to-call list, enriches it with buyer contacts, and starts warming them on WhatsApp β€” before your team lands.

🎧

Looking for customer support too?

Customer support & ticketing is a separate companion app β€” Axiever Desk. It shares the same AI agent and knowledge base, so Sara resolves support tickets just as smoothly as she sells.

Ask us how they fit together β†’

See Sara in action β€” book a free live demo

The fastest way to feel the difference is to watch Sara find a lead, answer on WhatsApp and book a demo β€” live.

No setup, no commitment. You're live in an afternoon.

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