Get started with CRAIM. One step at a time.
Getting started
First steps, your team and handing a project to a client.
Clients and sales
Leads, deals, conversations, tasks and reports.
Leads and deals
How a client card works and why one client can have several deals.
Inbox: every conversation in one place
How not to miss a client who is waiting for a reply.
Tasks and calendar
Calls, meetings and the team's to-dos, so nothing is forgotten.
Pipeline, dashboard and reports
Where you see how sales are going.
AI employees
How AI answers clients, rules, the AI profile and the assistant.
How an AI employee answers your clients
Three working modes and how an employee decides what to answer.
Rules: "When → what to do"
How to make CRAIM do the routine by itself.
AI profile: what AI knows about your company
How to teach AI employees your business and how they keep learning.
The assistant in the right panel
A helper for you and your team: find, count, set a task.
CRAIM in Claude Code, Codex and Cursor
Connect CRAIM to the AI you already use and hand over work in plain words.
Channels
Messengers, website chat and moving from another CRM.
Calls
Telephony and AI employee calls.
Campaigns
Campaigns and the first message to a client.