AI CRM: a voice assistant that calls your leads
PilotAI calls every new lead with a phone number, answers incoming calls and writes the recording, transcript and summary to the lead card. Your manager starts from the answers.
AI CRM for small business: what CRMiUS does
An AI CRM for a small business takes over the first sales call to a lead. In CRMiUS this is PilotAI: an AI voice assistant that calls each new lead with a phone number, asks your qualifying questions, answers incoming calls and saves the recording, transcript and summary to the lead card.
- Outbound call as soon as a lead with a phone number gets the status you chose
- Incoming calls answered, the caller saved as a new lead
- Your opening line, instructions and knowledge files for the assistant
- Recording, transcript, summary and ended reason on the lead card
- Next lead status after the call, the manager takes over
The rest of the CRM for small business stays where it was: lead board and sales, proposals, invoices and tasks in one database.
Price: CRMiUS costs $100 a month on Basic and $150 on Advanced; Corporate is priced individually. PilotAI is connected and set up for your call scenario on individual terms, and the cost of each call shows in the call log. 14-day free trial of the CRM, no bank card. Compare plans
How PilotAI handles a lead
Two doors lead to the assistant: a new lead in the CRM or a call to your number. After the conversation, everything lands on the lead card.
Step by step
- Trigger. You choose one lead status for calling. When a lead with a phone number is created in that status or moved into it, PilotAI dials.
- Conversation. The assistant opens with your first sentence and follows your instructions: whom it represents, which questions to ask, what it may say about services and prices from your knowledge files. Before dialling it gets the lead's name, email, address, request and custom fields from the card.
- Record. When the call ends, the AI call log gets the direction, duration, recording, transcript, summary, ended reason and cost. The same calls appear in a tab on the lead card.
- Next status. The lead moves to the status you set for after the call, so the board shows who has been called. The leads list has a column with the reason the last call ended.
- Hand-over. The manager reads the summary and continues with a proposal, a meeting or a call of their own. To have PilotAI call again, move the lead back to the calling status.
PilotAI
What the AI voice assistant does
Everything below is set in the PilotAI settings and visible on the lead card in CRMiUS.
Calls new leads
Outbound call when a lead with a phone number gets the calling status: from a web form, a Facebook or Instagram lead ad, an import or added by hand.
Answers incoming calls
The assistant takes calls to your number, asks for the name, email and request, and creates a lead with the source you chose.
Speaks your script
Opening line, instructions (role, questions, tone) and knowledge files with your services and prices, set separately for incoming and outgoing calls.
Knows the lead
Name, email, address, city, request, custom fields and last contact reach the assistant before it dials, together with your company name and address.
Writes everything down
Recording, transcript, summary, duration and ended reason for every call, in the AI call log and on the lead card.
Moves the pipeline
After the call the lead gets the status you set, and the leads list shows how the last call ended.
Keeps calls in limits
Choice of voice and a maximum call duration; calls today and yesterday at the top of the log, cost per call in its own column.
Pipeline
Called leads move on the board
The lead board shows every lead in its status column. With PilotAI, a lead leaves the calling column after the conversation, so the team sees who still waits for a first call.
- Columns are your own lead statuses, with value totals
- Source, lead value and last contact on every card
- Drag a card back to the calling status for a repeat call
- Convert a qualified lead to a customer
What you prepare for the assistant
The assistant speaks for your company, so the script comes from you. What we need for the setup:
- Opening line. How the assistant greets and introduces itself.
- Questions. The three to five answers a manager needs before a proposal: task, timing, budget, address or area.
- Limits. What it may promise and when it passes the conversation to a person.
- Knowledge files. Services, prices and conditions it may quote.
- Two statuses. The one that starts a call and the one that follows it.
- Phone number. The number the assistant calls from and answers.
Rules for automated and AI calls differ from country to country. Call people who left their number with you, and check the rules of your market before launch.
Where PilotAI helps a small business
The mechanics stay the same; the script and statuses change with the business.
Leads from ads and forms
A lead from a Facebook or Instagram lead ad or a web form gets its first call right after it lands in the CRM, while the person still remembers your offer.
Calls the team cannot take
When everyone is busy or the office is closed, calls to the assistant's number are answered and saved as leads with a summary.
Silent leads
Move a lead that went quiet back to the calling status, and PilotAI calls it again with the same questions.
Service businesses with many small jobs
Repairs, cleaning, deliveries, installations: the assistant collects the address, task and timing, and the manager prices the job from the summary.
Also in CRMiUS
More AI and automation for sales
PilotAI works next to other CRMiUS modules that fill and move the same database.
Lead finder from Google
CRMiUS GMB Importer searches businesses by keyword and location and imports them as leads and contacts.
AI drafts for the blog
CRMiUS PublishX writes a first draft of a blog post from its title; you edit it and publish.
Facebook and Instagram leads
Leads from lead ads arrive in the CRM in real time and can go straight to PilotAI.
Rules for tasks
CRMiUS Automation changes task statuses, assignees, due dates and reminders by rules: process automation.
Telephony for your team
Call logging and IP telephony connection for the managers' own calls: CRM telephony.
First call by hand or with PilotAI
What changes in the first contact with a lead when the assistant makes it.
| Question | PilotAI and the manager | Manager calls by hand |
|---|---|---|
| When the first call happens | When the lead gets the calling status | When the manager gets to it |
| Calls to your number at a busy hour | Answered by the assistant, saved as a lead | Answered if someone is free |
| What stays in the CRM | Recording, transcript and summary | Notes the manager has time to write |
| Qualifying questions | The same list on every call | Depend on the manager and the day |
| Manager's time | Spent on leads with answers and on deals | Spent on first contacts |
Price and launch
- Demo. We show PilotAI on a call and look at your lead sources and statuses.
- Script. You send the opening line, questions, limits and knowledge files; we set up the assistant and the two statuses.
- Test calls. The assistant first calls your own team; you read the transcripts and adjust the script.
- Live leads. New leads with a phone number get their first call from PilotAI, and managers work from the summaries.
CRMiUS plans: Basic $100 a month, Advanced $150, Corporate priced individually; 10% off with annual payment, individual terms from 10 users, 14-day free trial without a bank card. PilotAI terms are agreed individually. Module setup and team training are available as CRMiUS services, and technical support 24/7 comes with every plan.
What AI agents in a CRM mean for a small team, with examples from the big vendors: agentic CRM after Dreamforce 2026.
Works together with
PilotAI writes to the same lead record these modules use.
- Sales and leads managementLead board, sources and statuses the assistant moves.
- IP telephonyIP telephony and call logging for your managers.
- Marketing and newslettersLead ads and campaigns that bring the leads.
- CRM for small businessCRMiUS set up for a small team.
- Process AutomationRules for the tasks that follow a call.
- IntegrationsFacebook Lead Ads, Telegram, Google Workspace, API and webhooks.
Questions and answers
What is an AI CRM?
A CRM where AI does part of the sales work inside the customer database. In CRMiUS the AI voice assistant PilotAI calls new leads, answers incoming calls and saves the recording, transcript and summary to the lead card.
Can an AI assistant call leads from the CRM?
Yes. PilotAI dials when a lead with a phone number gets the status you chose for calling, talks by your script and moves the lead to the next status after the call.
Does the assistant answer incoming calls?
Yes. Calls to the assistant's number are answered; when the caller gives a name, CRMiUS creates a lead with phone, email, request and the source you chose.
Where do I see what was said on the call?
In the AI call log and in the calls tab on the lead card: recording, transcript, summary, duration, ended reason and the cost of the call.
Will AI replace our sales managers?
PilotAI takes the first call and the routine questions. Proposals, prices for a specific job and deals stay with your managers, who start from the summary.
Is an AI CRM worth it for a small business?
It helps where leads arrive faster than the team can call them: ads, web forms, calls at busy hours. PilotAI makes the first call as soon as a lead gets the calling status, and managers spend their time on leads that have already answered the questions.
How much does AI in CRMiUS cost?
The CRM costs $100 a month on Basic and $150 on Advanced; Corporate is priced individually. PilotAI is set up for your call scenario on individual terms, and each call's cost is shown in the call log. Every plan starts with 14 days free, no bank card.
How can I try it?
Open the live demo without sign-up to see the lead board and lead cards, or start the 14-day free trial. PilotAI itself we show on a demo with your call scenario.
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