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AI-Powered CRM That Updates Itself

Part of your AI workforce — learns from every call, email, form, and chat to automatically build complete customer profiles. Orchestrated by Yobi One.

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Yobi CRM Dashboard

Traditional CRMs Create More Work

Sales reps forget to log calls. Customer information lives in scattered emails and disconnected systems. Important details get lost between team members. You're paying for a database that's always outdated.

Without AI, every missed update is a missed opportunity. Learn how Yobi One keeps your CRM current automatically.

AI Workforce CRM in Action

Automatic Data Collection

Automatic Data Collection

Every customer interaction across phone, email, chat, and forms automatically updates their CRM record. No manual entry required.

AI-Generated Insights

AI-Generated Insights

AI agents provide conversation summaries, sentiment analysis, and next-step recommendations after every customer interaction.

Predictive Intelligence

Predictive Intelligence

Know which leads are most likely to convert, which customers might churn, and what actions will drive the best outcomes with AI-powered analytics.

Complete Conversation History

Complete Conversation History

See every touchpoint with each customer in one unified timeline — calls, emails, meetings, support tickets coordinated by Yobi One.

AI Workforce vs. Traditional CRM

❌ Traditional CRMs

Store data you manually enter

✓ Yobi AI Workforce CRM

Part of your AI workforce — learns automatically from every interaction

❌ Show Past Data

Only tell you what happened

✓ Predict & Act

Built with AI Studio — predicts and recommends next actions

❌ Manual Maintenance

Require constant data entry and cleanup

✓ Self-Improving

Yobi One orchestrates updates — gets smarter without effort

Key Features

Smart Contact Management

Smart Contact Management

  • ✓ Automatic contact creation from any interaction
  • ✓ Intelligent duplicate detection and merging
  • ✓ Relationship mapping between contacts and companies
Sales Pipeline Intelligence

Sales Pipeline Intelligence

  • ✓ AI-powered lead scoring and qualification
  • ✓ Automatic deal progression tracking
  • ✓ Revenue forecasting with confidence intervals
Customer Success Monitoring

Customer Success Monitoring

  • ✓ Health score tracking with early warning alerts
  • ✓ Automated renewal opportunity identification
  • ✓ Support ticket integration and escalation

Add CRM to Your AI Workforce

Part of your complete AI workforce platform. Your CRM works alongside voice agents, intelligent forms, and automated workflows — all orchestrated by Yobi One.

Trusted by dental practices, chiropractors, HVAC companies, and businesses that want a CRM that updates itself. Explore all platform features.

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