AI CRM for Small Business: Keep Every Lead Moving Without the Busywork
An AI CRM collects leads from calls, texts, forms and chats, flags who needs a reply and drafts follow-ups for your approval. Here's how Diaz Agents AI CRM works.
An AI CRM is a customer relationship management system with an AI assistant that helps fill it in, reminds you to follow up and drafts the next message for your approval. Diaz Agents AI CRM brings your leads and customers into one place so nothing slips through the cracks.
See the service: AI CRM — an AI-powered CRM for small businesses →
What a CRM is, and what the AI adds
A CRM is where you track leads, customers and conversations. Most small businesses know they should keep one up to date; the hard part is doing it. With AI CRM, your AI Diaz Agent logs new contacts, helps you follow up on time and keeps notes and next steps organized.
What AI CRM covers
- All leads in one place. Leads from calls, texts, forms and chats are collected into one list.
- Follow-up help. Your AI agent flags who needs a reply and drafts follow-ups for you to approve.
- Organized customers. Contacts, notes, tags and history stay together for each customer.
- Pipeline view. See where each lead stands, from new inquiry to won customer.
- Works with your AI employees. Your other Diaz Agents, such as the AI receptionist, can log what they capture.
- Set up for you. Our team configures stages, fields and imports to fit your business.
Does it message customers without me?
Only the automations you approve run, and customer messages must follow applicable consent and opt-out rules. Follow-ups are drafted for your approval. For why timely follow-up matters, read From Missed Lead to Customer.
How setup works
- Plan: we map how leads reach you today and how you want to track them.
- Set up: we configure your CRM and import your existing contacts where possible. In most cases contacts can be imported from a spreadsheet or supported system.
- Connect: we connect your AI employees and the lead sources you approve.
- Improve: we review how it's working and adjust as your business grows.
You don't need other Diaz Agents services to use it, but AI CRM works best alongside your AI employees, which can log the leads they capture.
What it costs
AI CRM is included in the bundle:
- Complete AI Team Bundle: $497 per month. It includes the original 8 agents (a $776/month value, save $279), plus Web MCP and AI CRM.
- Individual agents are $97 per agent per month; Custom AI Solutions are by quote.
- No setup fees, no contracts. Monthly billing; cancel any time, effective at the end of the billing period.
Frequently asked questions
What is an AI CRM?
A CRM with an AI assistant that helps log leads, organize contacts and notes, flag follow-ups that are due and draft messages for your approval.
Can I import my current contacts?
Yes, in most cases from a spreadsheet or supported system during setup.
Does it send messages without me?
Only automations you approve run, and customer messages must follow consent and opt-out rules.
Do I need other Diaz Agents services?
No, but it works best with your other AI employees, which can log the leads they capture.
How much does AI CRM cost?
It's included in the $497/month Complete AI Team Bundle.
Keep every lead moving. Learn more about AI CRM. Questions? Book a free 1-on-1 demo, see pricing, or call (570) 563-7380.
