CRAIM brings CRM, inbox, pipeline, tasks, AI actions, company knowledge, integrations, and AI calling into one workspace.
What you get after sign-up
- one company workspace
- secure user access
- the main operational views: dashboard, inbox, workstreams, pipeline, tasks, AI actions, knowledge, integrations, marketing, analytics, and settings
- supervised AI assistance, so customer-facing actions can stay reviewable
First-day setup checklist
- 1Create or open your company workspace.
- 2Invite the teammates who will work in sales, RevOps, support, or founder review.
- 3Configure core pipeline stages and lead statuses.
- 4Connect at least one communication channel or lead source.
- 5Seed the AI workspace with company profile, offers, objections, and tone of voice.
- 6Review approval and AI operating policies before widening automation.
What to configure first
CRM foundation
- lead statuses
- pipeline stages
- default assignee rules
- required fields for incoming leads
Communication foundation
- Telegram, WhatsApp, or phone channels
- lead source intake for forms or ads
- optional CRM import or sync
AI foundation
- company profile
- buyer profiles
- offers
- pipeline rules
- SLA expectations
- approved tone of voice
Recommended rollout order
Phase 1: supervised setup
- connect data sources
- verify routing
- let AI qualify and suggest
- keep outbound behind approvals
Phase 2: operational confidence
- monitor inbox and AI actions
- review AI drafts and qualification output
- fix missing evidence in workspace documents
- tighten pipeline and task rules
Phase 3: scaled execution
- automate more trigger paths
- expand channel coverage
- enable AI calls where telephony is ready
- move selected flows toward autopilot only after evidence quality is stable