Now with voice lead capture

The CRM that closesthe loop — not justthe deal.

Quote to cash, first email to signed invoice — one system, eighteen modules, and an AI that already knows your pipeline.

AI
Which deals closing this month are at risk?
Ask
PipelineTasksMessagesEmailCalendarBooking linksAI assistantMeeting MOMAutomationICP scoringQuotesSales ordersInvoicingProductsAnalyticsForecastingRoles & RBACRTL + 13 currencies
Lead → paid, inside one workspace
Captureforms · voice · webhook
QualifyAI ICP score, tier A–D
Meetbooking links, AI minutes
Quotecatalog, pricelists, tax
Orderconfirm, fulfil, invoice
Get paidStripe, tracked to the day
18 modulesone login, one bill
19 AI featuresyour own API key
13 currencieslive conversion
EN · عربي · اردوfull RTL
Search contacts, organizations, deals…⌘KEN72

Dashboard

A live view of the whole business — organizations, contacts, open deals, unpaid invoices, revenue won against lost, and pipeline by stage, all updating as your team works.

NewSample data
28Organizations
19Contacts
$90KPipeline
2Invoices
Everything in one workspace

Eighteen modules. One system.

Every module works together — no switching between tools, no integration tax.

CRM3
  • PipelineDrag-and-drop Kanban board with configurable stages, win/loss workflow, loss-reason capture, multi-currency support (13 currencies with live conversion), and List/Kanban view toggle.
  • OrganizationsFull records with activity timelines, fuzzy duplicate detection & merge, custom fields, CSV import with AI column mapping, grid/card view toggle, and bulk ICP evaluation.
  • ICP scoringScore organizations against your Ideal Customer Profile criteria using AI. Each organization gets a 0–100 score and Tier A/B/C/D badge. Bulk-evaluate hundreds of organizations at once from the organization list.
18Everything in one workspaceone login, one bill
AI — embedded across every module

19 AI features. One assistant.

Not a generic chatbot — an AI that has read every deal, email, and contact in your CRM and gives answers specific to your pipeline.

  • Live access to contacts, deals, tasks, emails, and calendar
  • Bring your own AI provider — no vendor lock-in
  • Works across every module, not just a sidebar chat
ICP Scoring · running now200 / batch

Score organizations 0–100 against your Ideal Customer Profile with AI-assigned tiers.

Harwood Group87
Arcadia Health74
Volta Retail61
Meeting Summary (MOM) · automatic

AI generates executive summary, decisions, next steps, and sentiment from notes.

Send revised pricing by ThursdayAK
Loop in the security reviewerSD
Book the technical deep-diveMR
03

Natural Language Queries

Ask "deals closing this month" — AI queries live data and returns a clickable table.

Everywhere
04

Deal Risk Analysis

AI flags deals by inactivity, stuck stage, overdue close date, and missing emails.

Pipeline
05

Action Item Extraction

AI reads meeting notes and extracts every task automatically — review before saving.

Meetings
06

AI Email Drafting

AI writes follow-ups using contact and deal data from your CRM, ready to send.

Email
07

Pre-Meeting Briefs

One click — AI summarises contact, deal, open tasks, and suggests talking points.

Calendar
08

Task Prioritization

AI reorders your task list by urgency, deal value, and due date proximity.

Tasks
09

Performance Insights

AI reads your pipeline and gives 3 specific, actionable improvement recommendations.

Analytics
10

Transcript Parsing

Paste a transcript — AI extracts summary, decisions, and action items instantly.

Meetings
11

Lead Scoring

Inbound leads via webhook are AI-scored, deduplicated, and auto-converted to opps.

Pipeline
12

Voice Lead Creation

Describe a prospect out loud or in text — AI creates the lead, scores it, and adds it to your pipeline instantly.

Pipeline
13

CSV Column Mapping

AI maps your CSV columns to CRM fields during import — no manual matching needed.

Organizations
14

Voice AI

Speak naturally to your CRM — log calls, create tasks, update deals, and query data entirely hands-free.

Everywhere
15

Connect Your Own AI

Plug Claude, ChatGPT or any MCP client straight into your CRM — your data, your assistant, with every permission check still enforced.

Everywhere
16

AI on Slack & WhatsApp

Ask the CRM from Slack, WhatsApp or Telegram — voice notes included — and get answers or actions without opening the app.

Messages
17

Voice to Quote

Speak a quote into existence: line items, quantities and pricing captured straight from a spoken brief.

Quotes
18

Data Health Check

Scans organizations and contacts for duplicates, gaps and stale records, then reports exactly what needs fixing.

Organizations
19

PDF & Image Capture

Drop in a business card, brochure or PDF and the AI reads it into leads with the fields already mapped.

Pipeline
19AI features
18modules it works across
Your keyvendor lock-in
Turn on the AI
Pipeline · Live Demo

Drag deals across your pipeline

The board below is fully interactive — drag any card to move a deal between stages.

All Opportunities
Lead2

$43,000

Enterprise License

Meridian Software

$15,000

10% probability$1,500 weighted
Olivia R.

Annual Subscription

Pinnacle Corp

$28,000

10% probability$2,800 weighted
James M.
Qualified2

$77,000

CRM Integration

Harwood Group

$45,000

25% probability$11,250 weighted
Olivia R.

Platform Upgrade

Sterling Dynamics

$32,000

25% probability$8,000 weighted
Tom K.
Demo2

$82,000

Product Demo + POC

Apex Solutions

$60,000

40% probability$24,000 weighted
James M.

Starter Package

Crestview Corp

$22,000

40% probability$8,800 weighted
Olivia R.
Proposal Sent2

$115,000

Multi-site Rollout

Nexus Partners

$80,000

60% probability$48,000 weighted
Tom K.

Team Licence

Bridgewater Ltd

$35,000

60% probability$21,000 weighted
James M.
Negotiation1

$55,000

Growth Plan

Summit Analytics

$55,000

75% probability$41,250 weighted
Olivia R.
Approval1

$90,000

Enterprise Suite

Oakfield Systems

$90,000

85% probability$76,500 weighted
Tom K.

Drag a card left or right to move it to a different stage — probability updates automatically

Quote-to-cash

From quote to cash — one connected flow

Turn a won deal into a paid invoice without leaving your CRM. Quote, confirm, invoice, and get paid — every step connected.

Quotation #1042

Bill to: Harwood Group

Sent for approval
ItemAmount
Subtotal$0
Tax (15%)$0
Total$0
One connected flow — no re-keying between tools.
Model Context Protocol

Every module is already an agent tool — the wire is open both ways.

31tools
0glue code
1config block
tools/call · search_records
→ 4 deals · $172,000 weighted
tools/call · create_quote (AED)
→ invoice #1042 · Stripe link
tools/call · aggregate_records
agentClose the Nexus deal, invoice it in AED, tell me the new forecast
claude-desktop · search_records · allowedclaude-desktop · update_opportunity D-2291 → Won · allowedcursor · create_contact · allowedagent:ops · create_quote Q-2291 · allowedagent:ops · create_invoice #1042 · allowedcron:nightly · aggregate_records · allowedcursor · archive_record · denied by role:ae
Live demos — real AI workflows

Watch the AI work for you

Each workflow runs automatically — no prompts needed, no setup required.

Compose New Email
ToJames Mitchell <james@meridiansoft.com>
SubjectFollowing up on enterprise proposal — Meridian Software
Task Automation

Follow-ups happen automatically

Set a rule once. When a call, email, meeting, or proposal is logged on a deal, Pointof-CRM creates the right follow-up task — assigned to the right person, with the right due date and priority. No dropped balls, no manual admin.

  • Triggered by email sent, call logged, meeting logged, or proposal sent
  • Configurable title templates using {company_name} placeholder
  • Set due-date offset, priority, and assignee per rule
  • Tasks auto-sync to Google Calendar for the assignee
  • Rules can be toggled on/off without deleting

Trigger

Proposal Sent

Harwood Group · $45,000

Task Created

Follow up on proposal with Harwood Group

3 days laterHigh

Done

Synced to Calendar

Assigned to deal owner · Due May 18, 10am

Fully configurable in Settings → Task Automation

Meeting Intelligence

Meetings that turn into action

Stop losing insights after every call. One click turns raw notes into structured summaries, decisions, and CRM tasks — automatically.

From notes to tasks in one click

Every step happens automatically — review before anything is saved.

1

Notes written

By any team member

2

AI processes

Summary + decisions

3

Action items ready

Review before saving

4

Tasks in CRM

Linked to deal + contact

AI Minutes of Meeting

Meeting Notes

Write private or shared notes linked to any calendar event. Multiple team members can each add their own notes to the same meeting.

AI Minutes of Meeting

One click generates an executive summary, key decisions, next steps, and meeting sentiment from your raw notes.

AI Action Item Extraction

AI reads your notes and extracts every task, commitment, and deliverable. Review and edit before anything is saved.

Convert to CRM Tasks

Turn any action item into a real CRM task in one click — automatically linked to the contact and organization from the meeting.

Transcript Parsing

Paste any meeting transcript — AI extracts summary, key decisions, and action items before saving. Preview first, apply when ready.

Recording Links

Attach recording links (Zoom, Meet, Loom, Teams) to any meeting. Brand is auto-detected and shown with the correct icon.

Why teams choose Pointof-CRM

Not just another CRM. A complete sales system.

Most CRMs make you buy five tools and stitch them together yourself. Pointof-CRM ships everything your team needs — connected, intelligent, and ready on day one.

01

01

Every tool connected, not integrated

Full Gmail & Outlook sync. Google Calendar with two-way sync, Meet creation, and Calendly-style booking links. Email opens and calls are auto-logged on deal records — no manual entry.

  • Gmail & Outlook — bidirectional sync, threading, attachments
  • Google Calendar — two-way sync, public booking links built in
  • Every email, call & meeting auto-logged across all CRM records
02

02

AI that actually knows your pipeline

19 AI features embedded across every module — not a sidebar chatbot. Query your live pipeline in plain English, create leads by voice, generate meeting minutes, and score organizations against your ICP.

  • Natural language queries return live CRM data instantly
  • Voice lead creation — describe a prospect, AI builds the record
  • ICP scoring, deal risk analysis, MOM, email drafts, task priority
03

03

Enterprise-ready from day one

13 currencies with live conversion, English + Arabic + Urdu with full RTL layout, custom role builder with 56 granular permissions, AES-256 encryption, audit logs, and fuzzy duplicate detection.

  • 13 currencies · 3 languages · Full RTL (Arabic & Urdu)
  • 5 default roles + custom role builder — 56 permissions
  • AES-256 encryption · Audit logs · RBAC · CSV import with AI mapping

Replaces 7 separate tools — included at no extra cost

Email tracker

Outreach / Apollo

Included

Booking links

Calendly

Included

Meeting notes

Otter.ai / Notion

Included

Task automation

Zapier / Make

Included

CRM analytics

Add-on / BI tool

Included

Quotes & proposals

PandaDoc / DocuSign

Included

Invoicing

QuickBooks

Included

18

Integrated modules

19

AI-powered features

13

Supported currencies

3

Languages incl. Arabic & Urdu RTL

Simple, transparent pricing

Pick your plan. Own your pipeline.

No hidden add-ons. Every plan ships the full platform.

Starter

$23/user/mo

Billed annually · $29/mo

Perfect for small teams just getting started with CRM.

Start free trial
  • Up to 3 users
  • 2,500 contacts
  • Pipeline & deal management
  • Gmail & Outlook sync
  • Google Calendar sync
  • 5 AI queries / day
  • CSV import with AI mapping
  • Email support
Most popular

Growth

$47/user/mo

Billed annually · $59/mo

Everything your sales team needs to move faster and close more.

Start free trial
  • Up to 15 users
  • Unlimited contacts
  • Everything in Starter
  • All 19 AI features — unlimited
  • Meeting Intelligence & MOM
  • Automation workflows
  • Custom roles & 56 permissions
  • Calendly-style booking links
  • 13 currencies · 3 languages
  • Quotes, orders & invoicing
  • Product catalog & pricelists
  • Priority support

Enterprise

Custom

Custom scale, compliance, and dedicated support for large teams.

Book a demo
  • Unlimited users
  • Everything in Growth
  • Arabic & Urdu full RTL
  • AES-256 encryption & audit logs
  • Bring your own AI key
  • SSO & advanced RBAC
  • Dedicated onboarding manager
  • SLA & 24 / 7 support

All plans include a 14-day free trial. Card required after trial ends.

Security & access control

Who can see what is a setting, not a support ticket.

Five default roles and granular permissions across every module — enforced identically for people, API keys and AI agents.

56permissions
5default roles
AES-256at rest · TLS in transit
moduleAdminAcct execMarketingCSMSDR
Organizationsfulleditviewviewcreate
Contactsfulleditvieweditcreate
Pipelinefulleditvieweditcreate
Tasksfullfullviewfullcreate
Meetingsfullfullfulledit
AI assistantfullcreatecreatecreateview
Users & rolesfull
Settings & exportfullcreatecreateview
fulleditcreateview
Encrypted at rest and in transitEvery query scoped to your organizationEvery write auditedAgents obey the same rules as people
FAQ

Common questions

Everything you need to know before getting started.

Yes — every plan starts with a 14-day free trial with full access to all features. No credit card required to get started.

pricing

Most teams are fully set up within a day. Connect your Gmail or Outlook, import your existing contacts via CSV (AI maps the columns automatically), and your pipeline is ready to go.

onboarding

Yes. Export a CSV from any CRM and upload it to Pointof-CRM. Our AI automatically maps your column headers to the correct CRM fields — no manual matching needed.

migration

Gmail and Outlook are fully supported with bidirectional sync, threading, and attachment handling. Every email sent or received is automatically logged against the relevant contact and deal.

integrations

You bring your own API key — OpenAI, Anthropic, or any compatible provider. There's no vendor lock-in and no AI usage fees on top of your plan.

ai

All data is encrypted at rest with AES-256 and in transit with TLS. Enterprise plans include full audit logs, role-based access control, and SSO.

security

Yes. Pointof-CRM ships with English, Arabic, and Urdu — all with full RTL layout support. Language can be changed per user from account settings.

localisation

Absolutely. Cancel from your account settings at any time with no penalties. On annual plans, unused months are refunded pro-rata.

billing

Close more deals. Starting today.

Pipeline, email, calendar, AI, and automation — connected and ready on day one. No extra tools. No stitching.

Create your free account
14-day free trialSetup in minutesCancel anytime
Contact us

Get in touch with the Pointof-CRM team.

Questions about pricing, a tailored demo, migrating from HubSpot, Salesforce, or Zoho, or rolling Pointof-CRM out across your team — we're here to help.

  • Live walkthrough of pipeline, AI, and meeting intelligence
  • Help importing contacts, deals, and email history from your current CRM
  • Arabic, Urdu, and English support — full RTL onboarding for MENA & South Asia teams
  • Pricing, billing, and Enterprise SLA questions

Email us

admin@pointofcrm.com

Response time

Within 1 business day

Serving teams in English, العربية, and اردو

Send us a message

Fill out the form and a Pointof-CRM specialist will reach out shortly.

By submitting, you agree to our privacy policy.