The AI CRM that gets
your sales team organized
Leads, contacts, customers, opportunities, quotes, tasks and reports in one place. With AI that scores, prioritizes and never lets a follow-up slip.
Built for business owners who want visibility and a forecast, and for sales teams who want to sell more with less paperwork.
You do not lack leads, you lack follow-up
Most lost sales are not lost on price, they are lost to disorder: nobody knows who should call whom, and when.
Leads lost in spreadsheets
Prospects live in files, chats and notebooks. Nobody knows how many there are or where each one stands.
Follow-ups that never happen
The prospect went cold because nobody made the second call. A deal that was ready to close was lost.
No pipeline visibility
The owner asks what will close this month and no one has a reliable number to show.
Quotes that take days
Building a quote takes hours between finding prices, formatting the document and chasing approval.
The whole sales cycle in one platform
From the first lead to the customer renewal. Every module works with the others, with no parallel spreadsheets and no duplicated information.
Dashboard
An executive view of pipeline, monthly targets, team activity and at-risk opportunities on a single screen.
Leads
Capture prospects from your website, forms, campaigns and WhatsApp. AI scores and prioritizes them by buying likelihood.
Contacts
One record per person with emails, calls, meetings, notes and documents on a single timeline.
Customers
Full history of active accounts: contracts, renewals, contracted services and cross-sell opportunities.
Opportunities
A visual funnel by stage with value, probability, close date and alerts when a deal starts to cool down.
Quotes
Build quotes and proposals from a product catalog, with templates, versions and online approval.
Tasks
Calls, follow-ups and visits assigned with reminders, due dates and automated sequences.
Reports
Funnel, stage conversion, productivity per rep, loss reasons and closing forecast.
Automations
Workflows that move stages, create tasks and send emails on their own, with no manual work from the team.
From first contact to repeat customer
A clear flow the system guides step by step, so the team always knows what to do next.
A lead comes in
Web form, campaign, WhatsApp or manual entry. It is logged with its source and an assigned owner.
AI scores it
A score is assigned based on profile, company size and interest signals, with a recommended next step.
It becomes an opportunity
It enters the funnel with an estimated value, a stage and a committed close date.
A quote in minutes
Built from the catalog, sent out and followed up automatically until the client responds.
Close and customer
On a win, the contact becomes a customer with their contract, services and upcoming renewals.
After-sales and cross-sell
Follow-up tasks, surveys and new opportunities on existing accounts.
AI does the work the team cannot get to
It scores leads, writes follow-ups, summarizes accounts before a meeting and anticipates which deals will close this month.
Automatic scoring
Every prospect gets a score based on profile, industry and interest signals. Your team works first on what can actually close.
AI-written follow-ups
First-contact emails, reminders and reactivation messages written in seconds and ready to send.
Briefing before every meeting
A summary of who the client is, what was discussed before, what was quoted and what the next step is.
Forecast and alerts
AI estimates what closes this month and flags opportunities that have not moved in days.
Control and visibility over your sales area
Stop depending on reports assembled by hand. Get the real picture of the business in real time.
Full visibility of the business
Know at all times how much is in the pipeline, what is closing and what is getting stuck.
A reliable forecast
A closing number per month or quarter based on value, stage and probability, not on gut feeling.
Productivity per rep
Activity, conversion and target progress per person, without asking anyone for a report.
Your information under your control
Customer data stays in your environment instead of scattered across personal devices and accounts.
No more spreadsheets and chats
Information stops living in files and private threads: one trusted place for the whole team.
Decisions backed by data
Which product sells best, at which stage deals are lost and where to push harder.
Sell more, administer less
Less paperwork and more conversations with customers. The system handles order and follow-up.
A visual stage-by-stage funnel
Drag opportunities between stages and see the full state of your book in one board.
Less admin work
Tasks, reminders and emails generated automatically: more time selling, less time organizing.
Quotes in minutes
Templates, price catalog and online sending. No building documents from scratch.
Integrated with Outlook and Teams
Emails, invites and meetings log themselves on the customer record inside Microsoft 365.
Everything from mobile
Check your book, log a visit and schedule a follow-up from anywhere.
No follow-up is ever forgotten
The system recommends the next step. No prospect goes cold because someone forgot.
It works where your team already works
Fiomega CRM AI builds on the Microsoft 365 ecosystem and on Fiomega automation solutions to cover the whole sales cycle.
How we implement it
We configure the CRM around your sales process, not the other way around.
Assessment
We review how you sell today, which lead sources you have and where opportunities are being lost.
Funnel design
We define stages, fields, scoring rules, targets and permissions per role for your team.
Setup and migration
Product catalog, quote templates, automations and loading of your current data.
Team adoption
Role-based training, usage guides and support during the first weeks of operation.
AI optimization
We tune rules, reports and automations based on each month's real results.
Frequently asked questions
Get your sales in order with Fiomega CRM AI
Request a demo and see your real pipeline on screen, with the modules your team needs from day one.
Request a demo