One CRM, more business done. CRM plus comms, plus projects, plus automation, plus AI configured around you. Stop bending your business around software. Put your CRM to work.
Option one: pay industry leaders a five-figure onboarding fee, spend six weeks with a consultant configuring a system your team doesn't understand, then pay per seat forever.
Option two: sign up for a $20 a month tool, spend three weekends bending it around how your business actually works, and quietly give up around week four.
Neither works for a 5-to-30-person team that just wants a CRM that reflects how they sell. So we built a third option.
Pick a plan, pay in a minute, and we'll have you live within a week — pipelines, telephony, email and meetings all set up for you.
See plansEngage your CRM as a member of your sales team. AI-based features and workflows built to address sales and customer-specific tasks — so you answer faster, keep up with follow-ups, and eliminate the redundant work.
Research prospects, dial the phone, gauge opportunity level, fire follow-up tasks, and confirm calendar meeting times.
Handle incoming inquiries, collect the data, qualify the lead, book the meeting, and hand the opportunity to a sales team member.
Recordings transcribed. Calls summarised and automatically classified, with relevant follow-up tasks and next actions surfaced.
Know what to do and who to engage next. AI surfaces tasks, follow-ups and opportunities based on the activity in your CRM.
Get answers in plain language. "Which leads need follow-up?" "Which deals have the highest probability of closing?"
Explain your business processes and the CRM configures itself around them. Your system evolves as your business does.
Less manual work. Faster follow-ups. More deal opportunities.
Head to crm.stratwit.com/signup with your work email. Verify the email, set your password, and log in.
Choose Basic, With Telephony, or AI Calling from the billing page. Stripe checkout, monthly subscription, cancel any time.
Your team logs in and starts working. Cancel any time from the billing page — no lock-in, no cancellation fee.
One or multiple users. If the workspace fits, you subscribe. If it doesn't, we close it—no penalty, no chase, no commitment. Just month to month.
Configurable stages, drag-and-drop kanban, custom fields, heavy filtering, bulk actions, CSV in and out. Every lead has a full timeline of comments, planned next actions and history.
Multiple mailboxes, templates, open and click tracking. Every message sent from the CRM appears on the lead's timeline. Nothing falls through.
Inbound calls logged against the lead automatically. Recordings kept for as long as your workspace's retention allows. Optional telephony add-on.
Zoom integrated end to end — create, reschedule and cancel meetings from inside the CRM. Calendar feed subscription so your team never duplicates entries.
Trigger, condition, action rules on lead events. Automated follow-ups. Tasks that fire on stage change. Notifications that arrive when they matter.
Outbound webhooks with HMAC-signed payloads. Connect to anything with an API — Make, Zapier, or a direct integration your team builds.
Board view, mentions, notifications. Role-based permissions per module. Visibility rules so people see what they should see and nothing else.
Pipeline over time, lead sources, period comparisons. Dashboards that show you what closed and what stalled — not vanity metrics.
Toronto-hosted. AES-256 encryption for sensitive credentials. Full CSV export of every record whenever you want.
Give every client their own subdomain, your logo and your brand colour. Their team never sees ours. Your agency adds a recurring revenue line without building software.
Included at every price pointDistinct from the inbound telephony above. We build an AI voice agent tuned to your business, load the calling list — yours or ours — and schedule the calls. Every conversation lands back in your CRM against the right lead, with the recording, the transcript, and the outcome.
We tune the agent's voice, questions and objection handling to how you actually sell — not a generic template.
Recording, transcript, outcome and follow-up task — all attached to the right lead automatically.
Emails, tasks and next actions triggered by how the call went. Nothing waits on someone remembering.
Our old CRM had ninety percent of features we'd never use and none of the ones we did. Bobby's team took our sales process on a twenty-minute call, built it around us, and had our team using it two days later. We haven't looked back.
We resell it to our clients under our own brand. Their subdomain, our logo, one flat monthly cost per client. It's added a recurring revenue line to our agency we didn't have before.
The pipeline view is the pipeline view — no clicking through five menus to find a lead. And when we needed a new automation, they built it the same week. That doesn't happen with the big vendors.
Sign up in a minute, or call if you need AI Calling or an Enterprise setup. Either way, we build the workspace — you use it.
AI CRM Solutions
Most CRM vendors give you the software. It’s now your job to Mold your business to fit their software. At Stratwit, we take the opposite. approach. Our AI-driven CRM aligns to your sales process, your customers, and your follow-up cadence and the way your team really works.
We give you the ability to define custom CRM pipelines for multiple users, departments, campaigns and industries. Describe, simply and plainly, how you manage your leads. Who should be called? How do you manage the process? When should a follow-up occur? When should a sales rep take over?
Our goal is to deliver you a tool that manages leads, automates sales follow-up and gets sales reps in front of opportunities faster.
Our software helps you align your lead generation efforts from all sources (manual or automated) to your sales process for human closing.
Depending on your integrated marketing campaign, a lead can be entered into the CRM from various sources, e.g., a digital ad, website form fill, LinkedInenson, automated outreach campaign or manual lead list. Following lead entry, the CRM can perform tasks such as identifying business records, making an AI-driven call, capturing the result, sending an email, setting a follow-up reminder and updating the CRM pipeline.
When a prospect Engages with the system - by requesting a quote, asking for a meeting, or wanting to speak with a specialist - the interaction history is available, and the case can be assigned to the appropriate human team member.
Unlike other CRM solutions, where sales teams are pressured to remember each sales task, the
Stratwit CRM Solutions are designed to reduce the tedious, time-consuming tasks so teams can focus where their time drives the most value: relationship building and deal closing.
Connected AI Calling within your CRM
Stratwit AI CRM provides voice solutions that support both inbound and outbound calling workflows and connect the outcomes of those conversations to the relevant CRM data.
Outbound Calling Scenarios
For an outbound calling scenario, an AI voice agent can make introductions, ask qualifying questions, record interest, and capture the next best action for the outbound scenario.
Inbound Calling Scenarios
For inbound calling scenarios, AI can help answer calls, determine the caller’s intent, gather information, decide on the next best action, and determine the outcome of the call.
Post Call Scenarios
After the call, the CRM captures the outcome and options for the next best action. This may include automating the next outbound call, email, a meeting request, a quote request, or manual handoff to a sales representative.
People are not being removed from the sales process. The goal is to optimize sales repetition so your sales team can focus on higher value, meaningful, relationship-based conversations.
Calls Intelligence: Understand Companies Before Dialing the Number
Cold calling becomes infinitely more effective if the caller knows who they are calling.
Stratwit can implement pre-call research workflows using the data available about the business such as the prospect’s website, company summary, company info, services, and other data sources.
This helps campaigns to be more targeted and contextual. Rather than having to deliver the same exact campaign introduction to every prospect, the campaign can be configured to be targeted to the industry, the buyer persona, and the company’s needs.
As an example, a firm in the warehouse operations, construction, professional services, or financial services industries would likely require significantly different qualifying questions and different sales pathways. Stratwit has the flexibility to build these pathways without needing to build a new dedicated system for each campaign.
Custom CRM Pipelines - Because Every Business Is Different
Your pipeline should represent your sales process. Stratwit can configure pipeline stages based on the relevant actions and decisions for your business.
A simple campaign might consist of stages such as New Lead, Research Complete, First Call Out Reach, Introduction Message Sent, Follow-up Call Scheduled, Qualified Lead, Human Review, Quote or Demo Request, Won, or Lost. A different campaign or business unit might use a different workflow or process entirely.
Automations can be connected to pipeline stages.
For example, progressing a lead to a given stage can trigger a task, a reminder, an
email, be assigned to a user, or auto-progress to the next stage, depending on your business requirements.
Multiple Lead Sources. One Organized Sales Process.
There are many lead sources for modern day businesses, but the opportunities from those sources often become disjointed across spreadsheets, email inboxes, advertisement dashboards, and individual sales team members. Stratwit CRM consolidates your lead sources.
LinkedIn prospects can be added to a prospecting workflow
Leads from Meta (formerly Facebook) or from your website can be added to an inbound interest workflow. Outbound campaigns can be added to use your existing or purchased business data. Each lead source workflow can have its script, qualification criteria, call frequency, and individual stages in your CRM.
Having an organized lead workflow improves sales operations and gives management visibility into what happens to leads after they enter your business.
Sales Process Automation to Reduce Next Action Gap
The biggest issues in sales aren’t typically lead generation, but lead follow up. Prospects may be interested but may have a full schedule. Emails may be read but ignored. Calls may be planned, but salespeople may lose grip of their to-do list.
Stratwit CRM is designed to manage your sales process and address the gaps of the next action. To do this, follow up rules can be set for your sales campaign, and the next action may be scheduled automatically.
Automatically reminding sales personnel of their next action while providing a centralized history of interactions and dispositions allows your salespeople to gain situational awareness of the status of an opportunity, and what is needed for the next action.
Powerful CRM Without the Enterprise Price
Small and mid-sized businesses appreciate Stratwit's pricing and implementation approach.
We take a service-led approach. You tell us about your business process, and we configure the CRM workflow for you. Unlike other platforms, ours stays flexible enough for the workflow, stages, and automations to change as your sales process changes.
This flexibility is beneficial for companies, agencies, sales organizations, and businesses that run multiple campaigns, where one rigid pipeline is not enough.
More Than CRM Software - A Sales Execution System
CRM software excels at customer data storage. The best of today's AI CRM offerings move from system to solution. These systems can aid in research, communication, summary, and even execution of the next action. More and more CRM systems incorporate AI for calls, automation of pipeline management, assessment of leads, and the next action in workflows. Stratwit builds on this and focuses on the practical execution of next actions instead of capturing the next action.
The main advantage of Stratwit as opposed to other CRM systems is flexibility. We combine CRM technology and implementation and consulting services to adapt the system to the customer's workflow. We avoid requiring our customers to become CRM experts.
If your business is in the market for local CRM solutions, custom CRM development, AI sales automation, or a more economical CRM better than the complex enterprise CRM systems, Stratwit builds a sales process that grows with your business.
Why Businesses Choose Stratwit AI CRM
The value of CRM rests in what it allows your staff to accomplish.
Stratwit prioritizes pragmatic results by accelerating response time, improving follow-up consistency, building pipes in a more logical manner, removing tedious automation, and capturing opportunities just before they’re sold by a human rep.
You can create various pipelines for your distinct campaigns.
AI calling can be integrated into your workflow. You can automate emails and follow-ups. Call outcomes and dispositions can be logged. Qualified opportunities can be pushed to the relevant end user. Additionally, the CRM can be adapted to fit your process as it changes.
Perhaps most important, you don’t need to explain your requirements in a language alien to selling.
Describe to us your business’s sales process. Explain what happens to a lead after it is captured. We will transform this process into a functional CRM.
Make Your Sales Process a Smart, Automated Workflow
Stratwit AI CRM is purpose-built for businesses from lead capture to engagement, follow-up, qualification, and closing through one integrated workflow.
Whether you need a simple sales pipeline or a complex multi-campaign customized CRM with AI calling and automation, the platform can be tailored to your requirements.
Bring us your process. We will transform it into a smarter, more automated sales workflow.
Talk to Stratwit about your CRM requirements and experience how an intelligent and economically priced AI CRM can help your business spend less time managing leads and more time helping achieve business goals.
1. What is an AI CRM?
An AI CRM is a customer relationship management system that uses artificial intelligence to help manage customer data, sales activities, communication, follow-ups, and workflows. Stratwit AI CRM combines CRM functionality with AI calling and automation to help businesses move leads through their sales process more efficiently.
2. How does AI work with CRM?
AI can work with CRM data to support tasks such as lead research, call handling, conversation summaries, follow-up scheduling, workflow automation, and identifying the next action. With Stratwit, these capabilities can be configured around the way a business actually manages its sales process.
3. Can AI automate CRM follow-ups?
Yes. AI and workflow automation can help schedule calls, send emails, create reminders, update pipeline stages, and trigger the next action based on predefined rules. Stratwit can configure these workflows so routine follow-up activities happen consistently while sales representatives focus on qualified opportunities and conversations.
4. Can an AI CRM make and receive calls?
An AI CRM can be integrated with voice technology to support inbound and outbound calling workflows. Stratwit can configure AI voice agents to make introductions, ask qualifying questions, capture call outcomes, identify caller intent, and record the appropriate next action within the CRM workflow.
5. Can an AI CRM integrate with existing business tools?
Yes, depending on the systems and available integrations. An AI CRM can connect with websites, lead-generation sources, communication platforms, APIs, and other business systems. Stratwit evaluates the existing technology and sales process before determining which integrations and automations should be included.
