Turn every customer conversation into a pipeline your team can act on.
Assistloft CRM works hand in hand with your AI assistant to discover leads, collect contact details, route follow-up, and move every relationship forward.
Full funnel
Lead to close, tracked
Real-time
Conversion insights
Unified
Human + AI workflow
Automatic
Team accountability
CRM Command Center
Assistant + team workflow
Discovered
AI-discovered leads
Contacted
Initial outreach sent
Responded
Leads replied
Qualify
Ready to convert
38%
Lead to contact
4.2d
Avg. stage
22
Won
Captured name, email, phone, company, and inquiry summary. Ready for human follow-up.
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
7
Due today
2
Overdue
18
Scheduled
Northstar Health
ContactReview notes
BrightPath Legal
LeadSchedule follow-up
Oakline Dental
ContactOpen conversation
Every lead and contact that needs a response, in one prioritized list.
Work by due date, CRM stage, owner, and recommended next step so nothing valuable goes cold.
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.