AI CRM
Everyday CRM tasks. No AI setup.
Onpipeline AI works directly across your CRM. It can find information, understand context and execute real sales workflows, creating and updating records, managing deals and activities, preparing emails, building quotes, generating revisions and sending documents for signature. Can your CRM do all this?
- Acts on your CRM, not just talks about it
- Connects multiple actions in a single request
- You review critical actions before they happen
INCLUDED IN ALL CRM PLANS
Save up to 2 hours
per user, every day.
One request:
AI:
identifies the right deal
builds the quote
generates the PDF
prepares the signature request
asks for confirmation
One request:
AI:
creates Daniel Costa as a contact
links the contacts
creates the opportunity
sets the value to $20,000
asks for confirmation
One request:
AI:
checks the CRM record
prepares the call activity
sets the date and time
prepares the email
asks for confirmation
GET THINGS DONE
AI works across your CRM, turning natural-language requests into real actions.
Run Workflows
Turn one request into multiple action: find, update, schedule and quote.
Create & Update
Create contacts, companies and deals or update existing CRM records.
Deals
Update stages, values, probabilities, closing dates and move deals forward.
Activities
Check availability and create meetings, calls, tasks and follow-ups
Emails
Draft contextual emails and replies ready to review and send.
Sales Forecast
Generate forecasts and projections using live pipeline and CRM data.
Quotes
Create complete quotes and prepare it for approval or signature.
Revisions
Update conditions, create revisions and automatically generate new PDFs.
KNOW WHAT MATTERS
Search, analyze, research and identify what deserves attention.
The Bigger Picture
Bring together deals, activities, emails, notes, and history to understand the context before taking action.
Discover & Decide
Ask questions in natural language and use CRM context to compare options and support decisions.
Sales Intelligence
Analyze customers, opportunities and pipeline data to understand performance, risks and sales potential.
Prioritize
Find overdue follow-ups, deals approaching their close date and customers that need attention.
Customer News
Find recent public news about customers and companies and connect it with their CRM context.
Trends & Insights
Ask for totals, averages, rankings, comparisons and trends without building reports manually.
Why our AI CRM is different
Agentic out of the box
Core sales workflows are ready to use in natural language, without requiring users to build an agent or design a workflow first.
Built for real sales execution
AI can carry a request from customer context to completed CRM actions.
End-to-end sales workflows
One conversation can connect multiple actions instead of stopping at suggestions or isolated tasks.
From request to signed quote
Create and manage multi-currency quotes, generate the PDF and prepare the final document for e-signature.
Controlled with rollback
Critical changes are presented before execution, while supported CRM writes can be traced and reversed.
One request. One credit.
A request can involve multiple CRM reads, decisions and actions while consuming a single AI credit.
One workflow. One credit.
Other CRM platforms may meter actions, outcomes or AI usage, making the real cost of an AI request harder to predict. Onpipeline AI charges one credit for the complete workflow, including all the steps required to get the job done.
“Find Carlo, use his open deal, create a €12,000 quote, generate the PDF and prepare it for signature.”
One request. One workflow. One credit.
| CRM | Realistic Cost per Workflow | Pricing Logic | Extra Credits Rollover |
|---|---|---|---|
Salesforce Agentforce | $0.30 – $0.80+ | Multi-step workflows trigger multiple actions | No |
HubSpot | $0.25 – $2.00+ | Varies by agent; some cases can reach $10 | No |
Attio | ~$0.29 – $1.29+ | Based on complexity and research depth | No |
Onpipeline | $0.44 – $0.55 flat | 1 credit for a complete AI workflow | Yes |
Salesforce and Attio credits can remain available during the current contract term but do not roll over into the next term. HubSpot unused credit capacity does not roll over to the next month. Onpipeline purchased AI credits remain available until used. Competitor workflow costs are estimates based on publicly available credit rates and documented usage examples. They are not fixed per-workflow and prices may change over time. | |||
Do I have to use AI to use the CRM?
No. AI is completely optional. You can use the CRM and all its core features without using any AI functionality. AI tools are there to help automate or speed up certain tasks, but you remain in control of whether and how you use them.
Why should I use AI in my CRM?
AI helps you use CRM functions more quickly. You can describe what you want in simple language. You do not need to search for the correct page or command. This saves time and lets you focus on customers and sales.
Do I need technical skills to use AI?
No. You can use onAI with simple, natural language. You do not need to write code, build an AI agent, or create complex workflows.
Does AI replace the sales team?
No. AI supports the sales team. It helps with repetitive tasks and information analysis. Your team can spend more time on customer relationships, sales strategy, and important decisions.
Can I control the actions performed by AI?
Yes. You can review critical actions before onAI performs them. Supported changes are also recorded and can be reversed. This gives you control over the work completed by AI.