Cutting Edge CRM AI keeps your sales data current automatically, surfaces the opportunities worth pursuing, and gives your team the information they need to sell more without adding headcount or hours of manual work.
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Manual data entry slows your team down and leads to records that are out of date or incomplete. CRM AI pulls information from meeting recordings and sales activity and updates your contact, company, and opportunity records automatically. Your team stays focused on selling while the CRM takes care of itself.
Every sales conversation gets recorded and analyzed. Built-in meeting recording captures what was said, produces a summary, and identifies the follow-up actions that need to happen. Your team knows exactly what to do after every call, and you have full visibility into every deal without needing to sit in on every conversation.
New and developing reps get coaching on every meeting through automated scoring based on proven sales methodologies including MEDDPICC and BANT. See where each rep has room to improve and give them specific, actionable feedback without reviewing every call yourself.
Instead of filtering through records and building reports, just ask. Find out what happened in your last meeting with a contact, which deals need attention this week, or get help drafting a proposal on the spot. CRM AI answers in plain language and helps you identify the next best move on any opportunity.
Most CRMs force you to work around their limitations. Custom Objects let you track the specific information your business runs on, whether that is equipment, properties, vehicles, or anything else, and connect it directly to your contacts and companies. You get the flexibility of an enterprise system without the technical complexity that usually comes with it.
“It makes us look like superstars! With CRM AI, we’re able to prepare for conversations, moments ahead of time, instead of hours or days. So, it just makes us way more efficient, productive and helps us close more deals.
Director of Client Success & Strategy
CRM AI does more than store contact details and track deals. Every call recorded and every activity logged gives your AI employees the context they need to take over the manual work, so your business keeps moving without you having to drive every step.
Connect CRM AI with your AI Receptionist to answer inquiries, capture lead details, and schedule meetings automatically through web chat and phone, any time of day or night.
Use the context stored in your CRM to power custom AI employees built for roles like Job Estimator, Project Manager, and Payment Coordinator. No coding required, just a simple setup that puts AI to work on the tasks your team handles every day.
5.0
Stop paying more every time you add a team member. CRM AI gives your entire team access at one flat rate so you get enterprise-level capability without an enterprise-level bill.
Companies  |  |  Sales Hub Professional |  Unlimited |  Salesforce2 |
|---|---|---|---|---|
| Pricing model | Per org — unlimited seats | Per seat | Per org | Per seat |
| Est. annual cost (5-person team)¹ | ~$2,100/yr | ~$7,500/yr | ~$3,600/yr | ~$45,250/yr |
| Conversation Intelligence |  |  |  | |
| Auto Update CRM from meetings | Full record updates | Meeting logs only | | Meeting logs only |
| Chat with CRM data | | | | |
| Custom Objects | | Enterprise only | | |
| Sales Coaching | BANT, MEDDPICC & more | | | |
¹ Annual cost estimates based on publicly available pricing for a 5-person sales team with ~3,000 meeting recording minutes/month. The pricing includes base subscription, platform, and setup fees where publicly disclosed. All figures reflect retail pricing. HubSpot Sales Hub Professional includes mandatory onboarding fee. Competitor pricing may vary based on contract terms, promotions, or plan configurations. Please verify current rates directly with each vendor. Last reviewed: April 2026.
² Gong does not include a native CRM. Estimate reflects Gong’s per-seat subscription combined with Salesforce Enterprise, including platform and onboar
CRM AI is a sales productivity platform that brings together a native CRM, an AI Sales Assistant, and built-in Conversation Intelligence in one place. It is built for small and medium-sized business teams that want to stay organized, cut down on manual data entry, and grow revenue without hiring more people.
CRM AI is priced per organization, not per seat. Because AI helps your team do more without adding headcount, every plan includes unlimited users. CRM AI Pro includes 750 minutes of meeting recording. Unlimited recording is available as a bonus until mid-2026, after which overages are billed at approximately $0.04 per minute.
After a call or meeting is captured through Conversation Intelligence, the AI Sales Assistant pulls the key details from the conversation and updates the relevant contact and company records automatically. Your team does not have to enter notes or update fields after every interaction.
Conversation Intelligence records, transcribes, and analyzes your virtual sales meetings. It currently supports English-language transcription for Google Meet and Microsoft Teams, generating meeting summaries and action items that are saved directly to the corresponding CRM record. CRM AI Pro includes 750 minutes of recording, with unlimited recording available as a bonus until mid-2026.
The Chat with your CRM feature lets you query your sales data without building reports or filtering through records. Ask questions like “What opportunities do we have open with Acme Corp?” or “What was the outcome of my last meeting with Joe?” and get a direct answer instantly.
Every recorded conversation is automatically scored on communication quality and sales methodology. The system evaluates sentiment, patience, and engagement while tracking qualification frameworks including BANT, MEDDPICC, and Sandler. Your team gets specific, consistent feedback on every call without a manager having to review each one.
CRM AI currently supports meeting recording and analysis for Google Meet and Microsoft Teams. Additional integrations and audio note capture tools are on the way.
You control who can see recordings, transcripts, and AI summaries. Smart defaults keep sensitive conversations protected, and you can mark any meeting as private or share it selectively with specific team members when collaboration is needed.
After every meeting, the AI pulls the next steps directly from the transcript, such as sending a pricing proposal or scheduling a follow-up call, so nothing falls through the cracks and your team always knows what to do next.
Join thousands of businesses already using Cutting Edge CRM AI to automate their sales process, keep their data current, and grow revenue without adding headcount.
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