Self-Driving Revenue Engine
Let AI answer inquiries and qualify prospects 24 x 7. Your team can then respond to qualified deals, with all automated data entry.
Data Driven Customer Insight
Let AI analyze customer profile and customer interaction in the CRM, e.g., emails, calls, orders to understand the customer’s context and inform you about the insight.
Proactive, AI-first Experience Transformation.
Designed for B2B and enterprise sales teams, Agentic AI doesn’t just wait for your command—it acts on its own to improve customer engagement, detect opportunities, and reduce churn.
AI-Accelerated Staff Training
You can transform chat and contact history into coaching application. New staff can learn fast while existing staff can sharpen their skills on real customer engagement scenario.
Automated CRM Data Entry and Reporting
Capture essence of information from chat conversation and then auto-creates contacts, opportunities, appointments, and tasks in the CRM so you do not need to enter these data manually. And when you need report and data analysis from the CRM, you can conveniently ask and get it in the chat.
Proactive Suggestions
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Daily AI briefings on which customers to follow up with
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Alerts for declining engagement or reduced order volumes
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Recommendations for upsell/cross-sell actions
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Smart segmentation of accounts based on behavior
AI-Powered Company Knowledge
You can upload company’s policies, work processes, product specifications to the Corporate AI systems so that when your team has any question, AI will be able to respond (via Retrieval Augmented Generation – RAG) and guide successfully. In occasions when AI evaluates that the question is better responded by an authorized person for example, HR officer or Manager, AI will gather information, provide contextual suggestions, and route it to the authorized person to respond properly (this feature is referred to as Human in the Middle.)
Multiple Generative AI Models
Choose, swap, or combine LLM AI model (e.g., use GPT-4o for summarizing information and use DeepSeek for local language writing style).
Enterprise-Grade Information Security Management
Role-based user access control, field-level masking, and end-to-end encryption.
What is Agentic AI CRM?
Agentic AI CRM is a next-generation customer relationship management system powered by proactive, decision-making AI. Unlike traditional CRMs that rely on users to initiate actions, Agentic AI CRM uses intelligent agents that observe customer behavior, detect risks or opportunities, and recommend or initiate tasks automatically. It empowers sales and service teams with daily AI briefings, suggesting which accounts need attention—such as customers with declining orders, missed follow-ups, or upsell potential.
By combining automation with reasoning, Agentic AI CRM helps businesses respond faster, reduce churn, and grow customer value—all with minimal manual effort.
About SignifyCRM
SignifyCRM is Software-as-a-Service (SaaS) that users will find it easy to use and can greatly improve sales an customer service operations. Since 2007, Signify has earned trusts from numerous client organizations that include industry leaders, government agencies, and international business organizations. With 18+ years of experiences, we can help our clients overcome obstacles and become successful in their business systems development.
15-Minute Talk with our sales experts will give you the business improvement idea.
Have questions? Please contact our sales team at +66 2 863 6038
Corporate AI Solution with CRM Integration
Solution Features
o Intelligent Suggestion. AI analyzes information in the CRM and suggest next-best actions.
o Instant Business Intelligence. Merge data from CRM, GoogleSheet, and more to build charts in seconds.
o Organization Knowledge. Let AI learn your company’s policies, processes, products using RAG methodologies and it will help guide your team to complete day-to-day jobs.
o Back Office Systems Integration. AI can help you integrate with other back office systems such as SAP, Microsoft Dynamics, etc.
o Multiple Generative AI Models including ChatGPT, Gemini, and Deepseek. As AI is evolving rapidly, you can also add a new Generative AI model at a later time.
o User Security. Users can only access information in the CRM that they are authorized for.
o Centralized Log. All chat conversations can be audited and complied with information security management practice such as ISO27001.
o PDPA Compliance. Organization can control how personal data is being processed. Personal data can be masked as well as encrypted to minimize risk exposure.
