AI-native CRM for B2C sales
Stop updating your CRM. Start having better conversations.
Engagezy captures your customer conversations, understands what happened, updates your CRM, and tells your team what to do next.
Built for high-volume sales teams
Today's Pipeline
Mumbai sales floor · 24 reps active
New Leads
0
+12% vs yesterday
Calls Today
0
+8% vs yesterday
Follow-ups
0
-4% vs yesterday
Hot Leads
0
+19% vs yesterday
New
128
Contacted
96
Qualified
54
Demo
31
Negotiation
17
Won
9
Rahul Sharma
Hot LeadInterested in 3 BHK · Last call: 4 min ago
₹85L
Priya Mehta
WarmComparing two projects · Last call: 26 min ago
₹62L
Arjun Nair
Hot LeadWants EMI options · Last call: 1 hr ago
₹1.1Cr
AI Insight
“Customer wants a site visit this weekend. Follow up Friday morning.”
From call with Rahul Sharma · 08:42
Built for teams where every conversation counts.
Your CRM shouldn't create more work.
Traditional CRMs make salespeople work for the software. Engagezy makes the software work for the salesperson.
Traditional CRM
- Call customer01
- Take notes02
- Open CRM03
- Find lead04
- Update fields05
- Write summary06
- Create task07
- Remember follow-up08
- Repeat 100 times a day09
Engagezy AI CRM
- 1Call
- 2AI understands
- 3CRM updates
- 4Next action created
One conversation. Zero data entry.
Engagezy turns conversations into structured CRM data automatically, so your sales team can spend less time managing the CRM and more time selling.
See how the AI worksAI Call Intelligence
Every call becomes CRM data.
Engagezy listens to what actually happened in the conversation and writes it back to the CRM as structured, searchable, actionable data.
Rahul Sharma
Inbound call · 08:42
“I like the 3 BHK, but I want to see the other project too.”
“I can arrange both visits this Saturday.”
“Saturday morning works. Budget is around 85 lakhs.”
Summary
|
Intent
Next best action
Schedule site visit
Key signals
- ✓Budget confirmed
- ✓Location preference confirmed
- ✓Site visit requested
- ✓Decision expected this week
The call ends. Engagezy gets to work.
No manual notes. No forgotten follow-ups. No CRM cleanup at the end of the day.
AI Lead Qualification
Know which leads deserve attention.
Engagezy scores every lead from the conversation itself — not from a form field somebody forgot to fill in.
Rahul Sharma
“Requested site visit”
Score: 92
Priya Mehta
“Comparing options”
Score: 67
Amit Kumar
“Just exploring”
Score: 31
AI analyzes
- Conversation intent
- Budget
- Timeline
- Product interest
- Engagement
- Previous interactions
- Lead behavior
Let AI prioritize the leads your team should call next.
Voice AI
Your sales team doesn't stop when the office closes.
Engagezy is the intelligent CRM and orchestration layer that works alongside your calling and voice platforms — so every conversation, human or automated, lands in the CRM with full context.
- Qualify inbound leads
- Answer initial questions
- Capture requirements
- Handle after-hours conversations
- Schedule callbacks
- Route qualified leads
- Push conversation context into CRM
Engagezy Voice Agent
Inbound · 21:47 · connected
“Hi, I saw the 2 BHK listing online. Is it still available?”
“Yes it is. May I ask your preferred budget and possession timeline?”
“Around 60 lakhs, looking to buy in the next two months.”
AI Outreach
Turn CRM data into action.
Describe the outcome. Let AI build the workflow.
Describe it
Trigger
New high-intent lead
AI
AI researches lead
AI
Generate personalized outreach
Action
Send message
Delay
Wait 2 hours
Condition
If no response
Action
Create follow-up task
AI Assistant
Ask your CRM anything.
Your entire sales floor, queryable in plain language — and able to act on the answer.
Engagezy Assistant
Connected to CRMWhich leads should my team call first today?
|
Top priorities
- Rahul Sharma94% intent
- Neha Kapoor91% intent
- Arjun Mehta89% intent
Try asking
A CRM your sales team will actually use.
Simple enough for a salesperson. Powerful enough for an entire sales organization. Drag a card to move a deal.
New Lead
1Sanjana Rao
54Skyline Residences
₹48L
Website inquiry · 12m
Contacted
1Priya Mehta
67Green Valley
₹62L
Call · 26m
Qualified
1Rahul Sharma
92Skyline Residences
₹85L
AI summary · 4m
Demo / Visit
1Arjun Nair
81Marina Heights
₹1.1Cr
Visit booked · 1h
Negotiation
1Neha Kapoor
88Green Valley
₹74L
Call · 3h
Won
2Vikram Iyer
96Marina Heights
₹1.4Cr
Deal signed · 2d
Kavita Menon
91Skyline Residences
₹52L
Agreement executed · 3d
Lost
2Rohan Das
34Green Valley
₹38L
No response · 5d
Ananya Pillai
41Skyline Residences
₹71L
Budget mismatch · 1w
Every conversation, in one lead view.
Calls, activities, tasks and pipeline stage stay connected — so anybody picking up the lead knows exactly what happened.
Rahul Sharma
Hot Lead · 92Skyline Residences · Owner: Ankit K.
₹85L opportunity
Today · 11:42 AM
AI Call Summary
“Customer wants a 3 BHK and requested a Saturday site visit.”
Today · 11:44 AM
Task automatically created
Confirm Saturday site visit
Yesterday
Inbound call
06:12 duration · connected
2 days ago
Website inquiry
Skyline Residences · 3 BHK page
Workflow automation
Automate the work between every conversation.
Build the rules once. Engagezy runs them across every lead, every call, every day.
WHEN
Lead enters pipeline
IF
Lead score > 80
THEN
Assign to senior salesperson
THEN
Create callback task
THEN
Send WhatsApp follow-up
THEN
Notify manager
Know what's happening across your sales floor.
Leads, calls, connect rate, qualification quality, pipeline value and rep performance — updated as conversations happen.
Leads generated
0
Connect rate
0%
Qualified leads
0
Follow-up completion
0%
Calls & qualified leads
This weekPipeline value (₹ Cr)
Rep performance
- AKAnkit Kulkarni96 calls18%
- RVRhea Verma88 calls16%
- SMSameer Malik74 calls14%
Know when your team is working.
Engagezy captures check-in, check-out, breaks, working hours and attendance activity — particularly useful for field sales and call-center teams working in shifts.
Ravi Kumar
Inside sales · Shift A
- Check-in09:12 AM
- Break01:15 PM – 01:42 PM
- Check-out06:47 PM
Built for salespeople. Not CRM administrators.
Traditional CRM
Engagezy
Manual data entry
AI captures data
Sales reps write notes
AI summarizes calls
Managers chase updates
CRM updates automatically
Leads treated equally
AI prioritizes leads
Follow-ups forgotten
AI creates tasks
Reports require cleanup
Real-time insights
CRM is another tool
CRM works alongside the team
Built for high-volume B2C sales.
Real Estate
Convert property inquiries faster.
Education
Turn student conversations into actionable follow-ups.
Automotive
Manage high-volume dealership leads.
Healthcare
Route and manage patient inquiries.
BFSI
Qualify financial product leads faster.
Consumer Services
Keep every customer conversation connected.
Connect the tools your team already uses.
Engagezy sits at the center of your sales stack as the orchestration layer for conversations and CRM data.
Powerful CRM. Without enterprise CRM complexity.
Boost
PopularFor growing sales teams.
- Core CRM
- Lead management
- Pipeline
- AI call analysis
- AI lead qualification
- Automations
- Advanced analytics
- Team management
Enterprise
For large sales organizations.
- Everything in Boost
- Advanced permissions
- Custom workflows
- Enterprise integrations
- Dedicated support
- Custom AI capabilities
Made for the people making the calls.
“Our salespeople finally spend more time talking to customers and less time updating the CRM.”
— Sales Leader
Placeholder · Real Estate
“The post-call summaries mean nothing gets lost between a conversation and the follow-up.”
— Head of Inside Sales
Placeholder · Education
“Lead scoring changed how our floor starts the day. The team knows exactly who to call first.”
— Sales Manager
Placeholder · Automotive
“It feels like a CRM designed by someone who has actually made sales calls.”
— Founder
Placeholder · Consumer Services
Your next customer is already talking.
Let AI handle the CRM work. Let your team focus on closing.