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Axiever CRM with AI Agent

The AI CRM that engages prospects, qualifies opportunities & books meetings

One platform that automates customer conversations, sales follow-ups and appointments across every channel, 24/7

Meet Sara in Action → See What Axiever CRM Can Do

See Sara in Action →

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

Your AI Agent

Meet Sara — Your AI Sales Agent, Available 24/7

Sara is your always-on AI sales agent. She engages every visitor, answers product questions, qualifies enquiries, shares pricing and availability, runs campaigns, and books appointments across every customer channel, in your brand's voice.

Fully Automated

Handles inquiries and books appointments automatically.

Assisted Mode

Sara prepares responses while your team stays in control.

Human-Led

Human-led conversations with instant AI assistance.

Choose per channel or per customer — switch anytime.

🤖

Sara

AI Agent — Axiever CRM · Always on · Answers in seconds

Works leads and campaigns on her own — 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 — 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 — all before your team is back at their desks.

Nine Modules, One Platform

Everything your sales team needs built to be simple

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

1. Find & Enrich Leads with AI

Discover ideal prospects and enrich with accurate data.

2. Lead Scoring

AI scores and ranks leads by buying intent.

3. Sell & Run Campaigns

Create, automate, and run multi-channel campaigns that get replies.

4. Every Channel, One Inbox

Manage all conversations across WhatsApp, Email, Calls, SMS & more in one shared inbox.

5. Book & Manage Appointments

Read calendars, book best slots, send confirmations and reminders automatically.

6. Surveys, Read by AI

Create surveys and let AI analyse sentiment, themes and NPS instantly.

7. Knowledge Base

Centralise your knowledge and let Sara answer instantly policies, prices, templates & more.

8. Reports & Analytics

Track revenue, leads, conversion and campaign performance with live dashboards.

9. Lead Management

Pipeline view from discovery to closed deal with AI-suggested next steps and follow-ups.

10. Customer Management

360° customer view with order history, health scores, conversations and preferences.

Explore All Modules

Every Channel, One Inbox

Reach customers wherever they are

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

💬

WhatsApp — Chat & Voice

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

📞

VoIP Calls & SMS

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

✉️

Email — 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 — without a human in the loop.

Knowledge Base

Teach Sara once — she never forgets

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

💰

Prices & Promotions

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

📦

Product Catalogue & Specs

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

📋

Policies & Procedures

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

💬

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.

💡

Why it matters

Because Sara answers from your knowledge base — not the open internet — 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.

One Platform, Half the Bill

Stop paying six separate bills

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

🔍 Lead generation tool↗ Replaced by Sara

✉️ Email campaign platform↗ Replaced by Sara

💬 Website chat widget↗ Replaced by Sara

📱 WhatsApp & SMS tool↗ Replaced by Sara

📞 VoIP calling software↗ Replaced by Sara

🤖 Standalone AI chatbot↗ Included — 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 — no overtime, no sick days

1 day

Go live — you're running Axiever in an afternoon

Configured for your kind of business

🏭 Trading & Distribution

🔧 Service Businesses

📦 Wholesale & Importers

🛒 B2B Sales Teams

Reports & Analytics

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.

📈

Sales & Revenue

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

🤖

Sara vs Live Agent

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

📣

Campaign Performance

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

📅

Booked Demo Pipeline

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

😊

Customer Sentiment

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

📡

Channel Breakdown

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

Built For

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 — all while you sleep.

🔧

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.

💼

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 — before your team lands.

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