Included in the $497 bundle

Customer Relationship Management

An AI-powered CRM that keeps every lead moving

AI CRM brings your leads and customers into one place. Your AI Diaz Agent logs new contacts, helps follow up on time and keeps notes and next steps organized, so nothing slips through the cracks.

Book a free demo Call (570) 563-7380

Customer Relationship Management

What AI CRM is

A CRM (customer relationship management system) is where you track leads, customers and conversations. AI CRM adds an AI assistant that helps fill it in, reminds you to follow up and drafts the next message for your approval.

Book a free demo See the $497 bundle

Business owner reviewing a CRM dashboard with lead pipeline and customer list — Example illustration, not a client screenshot.

Features & benefits

What it covers

1All leads in one placeLeads from calls, texts, forms and chats are collected into one list.
2Follow-up helpYour AI agent flags who needs a reply and drafts follow-ups for you to approve.
3Organized customersContacts, notes, tags and history stay together for each customer.
4Pipeline viewSee where each lead stands, from new inquiry to won customer.
5Works with your AI employeesYour other Diaz Agents, such as the AI receptionist, can log what they capture.
6Set up for youOur team configures stages, fields and imports to fit your business.

How it works

From setup to results

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.
Connect
We connect your AI employees and lead sources you approve.
Improve
We review how it is working and adjust as your business grows.

FAQ

Common questions

What does the AI do in the CRM?

It helps log new leads, organize contact details and notes, flag follow-ups that are due and draft messages for your approval.

Can I import my current contacts?

Yes, in most cases we can import contacts from a spreadsheet or supported system during setup.

Does it send messages without me?

Only the automations you approve run, and customer messages must follow applicable consent and opt-out rules.

Do I need other Diaz Agents services?

No, but AI CRM works best alongside your other AI employees, which can log the leads they capture.

How much does it cost?

AI CRM is included in the $497/month Complete AI Team Bundle. Book a free demo to talk through your setup.

Ready to add AI CRM?

AI CRM is included in the $497/month Complete AI Team Bundle. Book a free demo and we will walk through how it would work for your business.

Book a free demo Call (570) 563-7380

More AI Diaz Agents services

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Example illustrationWeb Design

Web Design

A fast, mobile-first website built to turn visitors into leads.

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Example illustrationReviews & Reputation

Reviews & Reputation

Request reviews and reply on every connected review site.

Example illustrationGoogle Maps Profile & Google Reviews

Google Business Profile & Google Reviews

Optimize your Google Maps listing and answer your Google reviews.

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Example illustrationSocial Media

Social Media Posting

Planned, on-brand posts for the platforms you use, approved by you.

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Example illustrationApp Development

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Custom apps, portals and booking tools built for your business.

Receptionist with headset beside an AI receptionist call panel

Example illustrationAI Receptionist

Inbound/Outbound AI Receptionist

Answer every call, book appointments and follow up, 24/7.

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Example illustrationText Campaigns

Text Campaigns

Consent-based SMS promotions, reminders and follow-ups.

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Example illustrationAds Campaigns

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Ad campaigns across the platforms your customers use, tracked to leads.

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Example illustrationLocal Listings

Local Marketplace Listings

Accurate listings and offers across local directories and marketplaces.

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Example illustrationCustom AI Systems & Projects

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Any custom system or project: automations, integrations and tools.

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Example illustrationEmail Campaigns

AI Email Campaign Agent

Planned, on-brand email newsletters and follow-ups, approved by you.

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Example illustrationVideo Campaigns

AI Video Campaign Agent

Short videos and video ads built from your own clips and brand.