Turn every customer conversation into a pipeline your team can act on.
Assistloft CRM works hand in hand with your AI Assistant to find leads, collect their contact details, suggest the next step and move every relationship forward.
Full funnel
Lead to close, tracked
AI next steps
Suggested for every lead
Every channel
Website + social on each lead
Team view
Who owns what, by stage
How Assistloft CRM works
A CRM that handles the admin so your team shows up to every conversation ready.
Centralize relationship management so your team can focus on actions.
Late-stage contacts, deal value, close confidence, and urgency - all in one place.
Fit, Build, Close, Won, and Lost - each contact tracked by value, next touch, and owner so your team always knows what to push.
Stage board
Late-stage revenue contacts
Fit
$24.2kBrightPath Legal
$24.2k estimated
Oakline Dental
$12.8k estimated
Build
$31.8kBrightPath Legal
$31.8k estimated
Harbor Retail
$12.8k estimated
Close
$30.4kNorthstar Health
$30.4k estimated
Harbor Retail
$12.8k estimated
Won
$48.6kBrightPath Legal
$48.6k estimated
Harbor Retail
$12.8k estimated
CRM Follow-Ups
Due across leads and contacts
9
Total due
2
Overdue
7
Due today
Northstar Health
ContactSend a quote or pricing
BrightPath Legal
LeadSend first follow-up
Oakline Dental
ContactGive them a call
Every lead and contact that needs a response, in one prioritized list.
Your Assistant suggests a next step for every lead and contact, like sending a quote or giving them a call. Your team can change it anytime and work the list by due date, stage and owner.
Lifecycle management
One connected journey from first discovery to closed outcome.
Convert a qualified lead into a new contact or merge it into an existing record so your team keeps one clean source of truth.
See who owns what, where deals stand, and when your team needs to step in.
Track ownership across your team, monitor pipeline health by stage, and spot where follow-up is falling behind.
Your team, your pipeline, always in sync.
Assistloft CRM gives your whole team shared visibility, surfaces what needs attention, and makes sure no relationship falls through the cracks.