Crewbly AI
CRM

A CRM that's already wired to your agents.

The CRM doesn't live in isolation. It's connected to your agents and conversations — so when an AI agent qualifies a lead, the contact is created, the conversation is linked, and the pipeline stage is updated automatically.

What's inside

Eight features your team will use weekly.

Board + Table view

Kanban-style board with drag-and-drop. Spreadsheet-style table for bulk edits, sort, group, and filter on any field.

250+ fields out of the box

Every standard CRM field is in there — and you can add your own custom fields with one click.

Custom contact panel

Drag-and-drop tabs and sections. Add icons, reorder fields, control what shows in the contact header.

Pipeline cards

Customize what shows on each Kanban card. Inline edit any field directly on the card. Show 3-5 fields max for clarity.

Lead scoring

17 engagement events tracked automatically. Tune the points for each. Use the score in Decision nodes for routing.

Deduplication

Match by email, phone, name, or combinations. Auto-merge or flag duplicates. Run before big imports.

Bulk actions

6 actions (assign / agent / tags / SMS / email) with two delivery modes — Quick Roll fires immediately, Drip spaces it out over time.

CSV / Excel import

Upload, auto-map columns to fields, review, confirm. Custom fields you've created appear as mapping options.

Deliverability suite

Five settings to protect your sender reputation.

Enable all five for the best outcome. Crewbly AI runs the checks before any send — no inbox is wasted on bad addresses, throwaway emails, or landlines.

01
Email verification before send
02
Block disposable / throwaway emails
03
Block known high-risk domains
04
SMS phone-number verification (mobile-only)
05
Automatic bounce suppression
Live in 5 minutes

Your team is busy.
Your customers are waiting.

Pick the agent type, write a prompt, choose a voice, and go live. Your AI teammate is calling, texting, and emailing customers tonight. $10 free credit. No card required.