AI-Powered Close More Deals Free Forever

Close Deals Faster with
AI-Powered CRM

Manage your entire sales pipeline with intelligent lead scoring, automated workflows, and real-time forecasting. From first contact to closed deal, ReoBiz CRM accelerates every step.

Live Preview
CRM Dashboard with pipeline metrics and sales overview
Visual Kanban pipeline board for deal tracking
Deals list with win rate and revenue analytics
AI-powered sales insights and recommendations
USER JOURNEY

Your Complete Sales Workflow

From lead capture to closed deal, see how ReoBiz CRM manages every step of your sales lifecycle.

1

Lead Capture

Day 1
Web
Forms
Campaigns
Lead
Intake
AI Lead
Scoring
2

Qualification

Days 1-3
Contact
Profile
Company
Linking
Discovery
Calls
Lead
Conversion
3

Pipeline Management

Ongoing
Kanban
Board
Deal
Tracking
Activities
Territory
Routing
4

Engagement & Automation

Continuous
Email
Templates
Workflow
Automation
Pipeline
Setup
Settings
5

AI Analytics & Reporting

Real-time
AI
Insights
Sales
Forecast
Reports
Suite
Dashboard
KPIs
Campaign
ROI
40+
CRM Features
5
Workflow Phases
4
AI-Powered Steps
50%
Faster Close Rate
AI-POWERED

Intelligent Sales with AI

Alphi AI analyzes your pipeline, scores leads, and predicts revenue so you focus on deals that matter.

AI

AI Lead Scoring

Machine learning ranks leads by conversion probability based on engagement, demographics, and behavioral patterns.

AI

Revenue Forecasting

AI predicts monthly and quarterly revenue with weighted pipeline analysis and historical win-rate patterns.

AI

Smart Insights

Get actionable recommendations: hot leads to pursue, stale deals to revive, and next-best actions for every opportunity.

AI

Workflow Automations

AI-triggered automations send welcome emails, assign leads, update deal stages, and notify teams - all without manual effort.

AI

Campaign ROI Analysis

AI tracks campaign performance across channels, measures cost-per-lead, and recommends budget allocation for maximum ROI.

MEET ALPHI

Your AI Sales Assistant

Alphi understands natural language and executes CRM tasks instantly. Just ask.

  • Pipeline Summary
    "Show me all deals closing this month"
  • Lead Management
    "Create a lead for Acme Corp from Google Ads"
  • Activity Tracking
    "Schedule a follow-up call with Sarah tomorrow at 2 PM"
  • Smart Reports
    "Show win rate by lead source this quarter"
Alphi AI
Alphi AI Assistant
Online

Complete CRM Features

Everything you need to manage leads, close deals, and grow revenue.

Pipeline Management

Kanban Board

Visual drag-and-drop pipeline with customizable stages

Deal Tracking

Track deal value, probability, and expected close dates

AI Forecasting

Weighted pipeline forecast with AI probability scoring

Pipeline Setup

Custom deal stages, win/loss reasons, and probability rules

People & Contacts

Contact Management

Full contact profiles with activity timeline and deal history

Company Profiles

Organization records linking contacts, deals, and revenue

Sales Territories

Geographic and segment-based territory management

Lead Acquisition

Lead Management

Capture, qualify, and convert leads with status tracking

AI Lead Scoring

ML-based scoring ranks leads by conversion probability

Web Forms

Embeddable lead capture forms with auto-assignment

Campaigns

Multi-channel marketing campaigns with budget and ROI tracking

Engagement

Activity Tracking

Log calls, meetings, emails, and tasks with due dates

Email Templates

Reusable email templates with merge fields

Automations

Trigger-based workflows for emails, assignments, and notifications

AI Intelligence

AI Insights

Smart recommendations for hot leads and stale deals

Sales Forecast

AI-weighted pipeline predictions with confidence scoring

Smart Dashboard

KPI-driven dashboard with real-time pipeline metrics

Reports & Analytics

Pipeline Analysis

Stage-by-stage conversion rates and bottleneck detection

Sales Performance

Rep leaderboards, quota tracking, and team metrics

Revenue Reports

Revenue trends, deal size analysis, and growth tracking

Campaign ROI

Channel-wise ROI, cost-per-lead, and attribution analysis

See Every Feature in Action

Real screenshots from the live CRM module showing every capability.

CRM Dashboard with pipeline value and win rate metrics
AI-POWERED

Sales Dashboard

Your command center for all sales activity. See pipeline value, won revenue, win rate, and pending tasks at a glance.

  • Real-time pipeline metrics and KPIs
  • Recent deals with stage tracking
  • Quick actions for contacts, deals, and leads
  • Upcoming activities and follow-ups
Visual Kanban pipeline board with deal cards

Kanban Pipeline Board

Drag-and-drop deals across customizable stages. Visualize your entire sales process from qualified to closed-won.

  • Drag-and-drop deal management
  • Customizable pipeline stages
  • Deal value and probability per stage
  • Color-coded priority indicators
Deals list with overview stats and revenue data

Deal Tracking

Comprehensive deal management with value tracking, win/loss analysis, and detailed opportunity records.

  • Deal value and stage tracking
  • Win/loss rate analytics
  • Expected close date management
  • Contact and company linking
Contact list with status badges and activity metrics

Contact Management

Full contact profiles with activity timelines, communication history, and deal associations.

  • Contact status tracking (Active, Qualified, Customer)
  • Activity timeline and history
  • Company and deal associations
  • Custom fields and tags
Company profiles with deal value and contact count

Company Profiles

Organize contacts under company records with total deal value, revenue tracking, and organizational hierarchy.

  • Company-level deal aggregation
  • Multi-contact association
  • Industry and size classification
Lead management with qualification status and scoring
AI-SCORED

Lead Management

Capture, qualify, and convert leads with AI-powered scoring for maximum conversion rates.

  • Lead status workflow (New, Contacted, Qualified)
  • AI-based lead scoring
  • Source tracking and attribution
  • One-click conversion to contact + deal
Marketing campaigns with budget tracking and lead generation

Campaign Management

Run multi-channel marketing campaigns with budget tracking, lead attribution, and ROI analysis.

  • Campaign budget and spend tracking
  • Lead generation metrics per campaign
  • Multi-channel support (Email, Social, PPC)
  • ROI calculation and reporting
Activity tracking with calls, meetings, and tasks

Activity Tracking

Log every interaction - calls, meetings, emails, and tasks - with due dates and completion tracking.

  • Call, meeting, email, and task logging
  • Due date and priority management
  • Overdue activity alerts
  • Contact-linked activity history
AI insights with hot leads, stale deals, and recommendations
AI-POWERED

AI Smart Insights

Get actionable intelligence: hot leads to pursue, stale deals to revive, and top opportunities to close.

  • Hot leads ranked by engagement
  • Stale deal detection and alerts
  • Overdue activity identification
  • High-value deal leaderboard
AI lead scoring with contact and deal rankings
AI-POWERED

AI Lead Scoring

Machine learning evaluates every lead and deal, ranking them by conversion probability for focused sales effort.

  • ML-based scoring algorithm
  • Contact and deal scoring
  • Hot lead identification
  • Score-based prioritization
Sales forecast with weighted pipeline and monthly breakdown
AI-POWERED

Sales Forecasting

AI-weighted pipeline forecasting with probability scoring and monthly revenue predictions.

  • Weighted pipeline calculation
  • Monthly and quarterly forecasts
  • Deal-level probability scoring
  • Expected close date tracking
Report dashboard with pipeline, performance, and ROI analytics

Reports & Analytics

Comprehensive reporting suite with 8 specialized reports covering every aspect of your sales operations.

  • Pipeline and conversion analysis
  • Sales performance leaderboards
  • Revenue and forecast reports
  • Campaign ROI and lead source tracking
Workflow automations with trigger-based rules

Workflow Automations

Set up trigger-based automations for emails, lead assignments, notifications, and deal stage transitions.

  • Event-triggered workflows
  • Auto-email on contact creation
  • Deal-won notifications
  • Hot lead auto-assignment
Sales territory management with region-based assignment

Territory Management

Define sales regions and territories for structured lead routing, rep assignment, and area-based reporting.

  • Geographic territory definitions
  • Auto-assignment by territory
  • Territory-based performance reports
CRM settings with pipeline config, AI toggles, and customization

CRM Settings

Full customization for pipelines, AI features, lead sources, loss reasons, and module behavior.

  • Default pipeline and currency settings
  • AI scoring and email tracking toggles
  • Custom lead sources and loss reasons
  • Integration and notification preferences

Why Choose ReoBiz CRM?

See how ReoBiz compares to the most popular CRM platforms in the market.

Feature ReoBiz CRM Salesforce HubSpot CRM Pipedrive Zoho CRM
AI Lead Scoring (Einstein AI - add-on) (Paid only) (Zia AI)
Visual Pipeline (Kanban)
AI Sales Forecast ($$$) Limited Basic
Campaign Management (Marketing Cloud - separate)
Workflow Automations (Paid) (Limited)
Territory Management (Enterprise)
Web Lead Capture Forms
ERP Integration Built-in Third-party Third-party Partial
Free Forever Plan (Limited) (3 users)
Starting PriceFree$25/user/moFree (limited)$14/user/mo$14/user/mo

Built-in ERP Integration

Seamlessly connect CRM with invoicing, inventory, manufacturing, and finance modules - no third-party integrations needed.

AI Included Free

Lead scoring, revenue forecasting, and smart insights are included at no extra cost, unlike competitors charging premium for AI features.

No User Limits

Invite your entire sales team without per-seat pricing. Scale from 1 to 1000 users without worrying about license costs.

Ready to Close More Deals?

Start managing your sales pipeline with AI-powered CRM - completely free, forever.

Start Free Forever

No credit card required. Unlimited users. Full AI features included.