AI CRM - Relationship Intelligence

Every deal.
Every relationship.
One unified view.

Webooto CRM is built directly into your website. The moment a visitor submits a form, they become a lead - no copy-paste, no Zapier, no third-party sync. Just instant pipeline intelligence.

https://webooto.com/crm/pipeline
Kanban
Table
Timeline
Qualified4
AC
Acme Corp
$12,000Website
NS
Nova Studio
$4,200Inbound
PG
Peak Growth
$7,800Referral
Proposal2
TF
TechFlow
$8,500Demo sent
OM
Orbit Media
$22,000Enterprise
Negotiation1
SX
Startup X
$45,000Strategic
Drop a deal here
Won5
DS
DataSystems
$28,000Closed
BA
Bloom Agency
$15,500Closed
$143.2K
Pipeline value
68%
Win rate
12 days
Avg. cycle
3 new
Today
Live sync

A CRM that works with you, not against you.

No 6-month onboarding. No bloat. Powerful, clean relationship management integrated across your entire Webooto workspace.

Instant Lead Capture

Every Webooto form submission creates a contact and deal automatically. Your website becomes a self-filling pipeline - no Zapier, no manual entry, zero delay.

Visual Pipelines

Drag deals across Kanban stages, or switch to table and timeline views. Create multiple pipelines for different products, regions, or teams - each fully customizable.

Full Communication Hub

Emails, call logs, notes, and AI Notetaker meeting transcripts - all under one contact timeline. Never lose context. Always know exactly where you left off.

Revenue Analytics

Win rate, deal velocity, revenue forecasts, and rep performance - all in real time. Export clean reports for your board or investors in a single click.

Email Sequences

Set automated follow-up sequences triggered by deal stage changes, time delays, or contact behavior. Close more deals with half the manual outreach.

Team Collaboration

Assign deals, mention teammates in notes, and set shared tasks. Sales reps and account managers share full context - no handover calls, no status meetings.

Part of the Webooto ecosystem

Your CRM talks to
everything you use.

When a meeting ends in AI Notetaker, action items auto-create in the CRM. When a form converts, a workflow fires. When a deal is won, the client portal unlocks. Every product feeds the next.

Website Builder
AI Notetaker
Workflows
Apps Builder
1
Form submitted on website
2
Lead created in CRM instantly
3
Welcome sequence fires automatically
4
AI Notetaker joins the intro call
5
Meeting notes sync back to CRM

Your pipeline is waiting.

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