AI CRM glossary
Key terms to understand how an AI CRM, voice agents and sales automation actually work.
- AI CRM
- A CRM that, beyond storing contacts and opportunities, uses artificial intelligence to prioritize leads, suggest the next step, or trigger actions like calls and follow-ups.
- AI voice agent
- A conversational agent capable of handling a phone call, asking qualification questions, and logging the outcome in the CRM.
- Lead scoring
- A score that estimates how likely a lead is to become a customer, based on behavior, source channel, and contact data.
- Sales pipeline
- A visual representation of sales opportunities organized by stage, from first contact to close.
- Lead qualification
- The process of determining whether a lead has the interest, budget, and urgency needed to move forward in the sales process.
- Automated follow-up
- Sequences of actions (email, WhatsApp, tasks, or calls) that trigger automatically based on a lead's status or behavior.
- Growth Marketing Hub
- A set of acquisition and activation tools (content, campaigns, SEO, referrals) connected directly to the sales CRM.
- Inbound AI
- An AI system's ability to handle inbound queries and calls, identify intent, and log context.
- Outbound AI
- An AI system's ability to place outbound calls to new or cold leads in order to qualify or re-engage them.
- Dual AI System
- An architecture that combines a fast AI layer for fluid conversation with a strategic analysis layer working in the background.
- WhatsApp CRM
- The integration of WhatsApp conversations inside the CRM, so every message is tied to a lead and its sales history.
- Connected sales proposal
- A proposal or quote generated and sent directly from the CRM, with status tracking (viewed, accepted, pending).