Clients (CRM)
Clients and deals under control: pipeline, cards, auto-tasks from mail.
Solution overview
One governed process instead of fragmented work
d8n.ai CRM takes a lead from first contact to outcome: it keeps the interaction history, schedules next actions and shows the current deal stage. The Sales agent supports qualification and communication while people retain decision control.
The solution brings people, documents, routes and execution control into one governed digital flow. AI agents work inside the process: they help prepare materials, track status and drive work to completion — with clear access rights and a complete action history.
Solution interface
What the solution looks like in d8n.ai
The real d8n.ai interface: the work queue and documents for this solution.
Pain we solve
- Deals live in heads and sheets
- Leads slip without follow-up
- No history of client contact
What d8n gives
- Pipeline and client cards
- Auto-tasks and reminders
- Full history of mail and calls
How it works
- 1
A lead enters the funnel
- 2
The system sets tasks and moves stages
- 3
The deal is driven to a result
See the solution against your own workflow
In 20 minutes we will show a document or request from start to outcome, the AI agent at work and the manager control points. No generic deck — just the process you selected.
AI agents in this solution
d8n is a native AI platform: agents are built into the process and take actions.
Who benefits
Sales team, sales lead, marketing
What USP is and how to enable solutions
d8n is the software, and every rollout needs tuning to a specific company: its regulations, roles, routes and integrations. The d8n team handles this under the USP — Unlimited Services Package: a subscription where we build processes, tune solutions and train AI agents — with no spec for every change. To enable any catalog solution and adapt it, you need a package from USP Standart and above.
What is USP →Frequently asked questions
Is CRM included in the base d8n.ai license?
CRM is enabled as a made-to-order solution through the USP subscription: the pipeline, deal stages and cards are tailored to your sales process. This is a deliberate choice — sales processes differ more than document flow, and a stock out-of-the-box pipeline rarely takes root.
Why CRM inside d8n if standalone CRM systems exist?
Because a deal doesn’t live apart from its documents: contracts, invoices, emails and approvals sit in the same loop as the pipeline. Auto-tasks are created straight from emails, and the contact history is complete rather than “whatever was entered manually”. One tool instead of a CRM + document flow + mail stack.
What does AI do in CRM?
The specialized Sales agent qualifies leads, sets auto-tasks and drafts emails; the Assistant gathers the contact history and reminds about follow-ups. A lead stops depending on a manager’s memory — the system moves it through the stages itself. The Sales agent is rented per company, with configuration through the USP.
We already track clients in spreadsheets or another CRM — how do we migrate?
Step by step: data is transferred via import and the open API, and the scope and order of migration are defined during implementation under the USP. You can start with new deals while keeping the archive in the old system — the team keeps working with no migration pause.
Request a callback — we build it for you
We will explain USP, scope the work and enable the right solutions and integrations for your company.
- Reply within one business day
- Show the selected process in a live scenario
- Scope the rollout without a generic sales deck
