The all-in-one revenue engine
A fast and flexible CRM + RevOps platform. Capture, qualify and close with AI on every call, chat and pipeline stage.
voice · copilot · mcp · telegram · capi · email · analytics
The complete
revenue toolbox
Break free from scattered tools. Every module your team touches, from first cold call to paid invoice, lives in one workspace with one search bar.
AI voice agents
on every call
PersonaPlex AI dials, talks and books for you. Every conversation is transcribed, summarised and logged to the right deal in real time.
Out of curiosity, what are you using for outreach today?
Mostly spreadsheets and a dialer, honestly.
Got it. I have Tuesday 10:00 or 14:30 open, which works?
const agent = voice.createAgent({persona: 'SDR',goal: 'qualify + book meeting',handoff: team('closers'),});agent.call(lead.phone);
A copilot inside
your CRM
The floating assistant that knows every lead, call and invoice. Ask it anything, let it draft the follow-up, or hand it the busywork.
3 deals worth $86,400 stalled. Follow-ups drafted:
copilot.ask('Which deals stall this week?');// 3 deals, $86,400 at risk// follow-ups drafted for review
Control it from Claude,
ChatGPT and Cursor
4iCRM ships a native MCP server. Wire your CRM into the AI tools you already use and let them read, write and act on your pipeline.
{"mcpServers": {"4icrm": {"url": "https://mcp.4icrm.com","scopes": ["deals:rw", "calls:r"]}}}
Run your pipeline
from Telegram
A first-class Telegram bot controls the whole CRM. Get deal alerts, create tasks, log calls and approve automations without opening a laptop.
12 open deals · $86,400
bot.command('/pipeline', async (ctx) => {const deals = await crm.deals.open();ctx.replyCard(deals.summary());});
plays well with your whole stack
Automations that
never sleep
A visual flow builder with triggers, delays and branches. Route hot leads to humans, nurture the rest, and keep every channel in sync.
flow.on('lead.created').enrich(sources.all).score(model('fit-v2')).branch(s => s > 80,assign('sdr-team'),sequence('nurture-14d'));
Server-side signals
to Meta and Google
Send CRM events straight to Meta Conversions API and Google Enhanced Conversions. Close the loop between closed-won revenue and the ads that caused it.
1284 events today · deduplicated · hashed server-side
capi.send('Purchase', {value: deal.amount,currency: 'USD',event_id: deal.id, // dedupedto: ['meta', 'google'],});
Email marketing
that sells
Campaigns, drip sequences and transactional mail from the same place your deals live. Old threads clean themselves up on a schedule.
open rate per step · auto-cleanup keeps inboxes lean
sequence('warm-outbound').mail('intro', { day: 0 }).mail('case-study', { day: 3 }).waitFor(reply({ within: '4d' })).else(mail('breakup', { day: 9 }));
Analytics down
to the dollar
Pipeline, activity and revenue reports with org-wide performance goals. Every number clicks through to the deals behind it.
pipeline
$2.4M
win rate
34%
report('revenue', {by: 'source',range: 'Q3',goal: goals.org('new-arr'),});
Extra features
that make work easier
Total customization, enterprise-grade security, and hands-off automation. Fine-tune 4iCRM to fit how your team actually works.
Total customization
Themes, accent colors, layouts, and presets that match your workflow.
IP login restrictions
Lock account access to approved office or VPN IPs only.
MFA / two-factor auth
Add an extra layer of protection to every login.
Click-to-Call
Dial any number in the CRM with one click from any page.
Auto backup
Scheduled backups so your data is always safe and recoverable.
Email auto-cleanup
Purge old emails automatically on a schedule you define.
Storage quotas
Set total and per-room storage limits that fit your org.
Team invitations
Invite users, managers, and admins in seconds.
Nine tools.
One stack.
Every subscription below ships as a native 4iCRM module. Keep your data in one place and your logins down to one.
9 → 1
replace the stack, keep the data
Start closing
Book a 15 minute walkthrough. We will wire your pipeline, your ad accounts and your Telegram in the first session.