Your sales context.
Connected to your AI.
Leads, pipeline stages, notes and reminders in one sales workspace. Bring that context to a compatible AI tool through AveCRM’s live MCP connection.
The live connection
- Leads
- Pipeline
- Notes
- Reminders
Your process. Your customer context. Connected.
- Custom pipelines
- Shared follow-up
- AI through MCP
The workspace
Know where the lead stands.
See who moves it forward.
Filter by stage, group by owner and save the view your team needs. Keep the next reminder and last activity alongside the lead.
Sales pipeline
Saved view: Needs follow-up this week| Lead | Company | Stage | Owner | Next reminder | Last activity |
|---|---|---|---|---|---|
| Hana Berisha | Harbor Dental Group | Qualified | Arta Rexha | Fri 10 Oct, 09:30 | Note added yesterday |
| Tom Ellery | Meridian Logistics | Proposal | Lira Kelmendi | Sat 11 Oct, 14:00 | Stage changed 2 days ago |
| Priya Nair | Pinecrest Bakery Co. | Contacted | Arta Rexha | Mon 13 Oct, 11:00 | Call logged 3 days ago |
| Marco Vitale | Lumen Studio | Qualified | Jon Dervishi | Tue 14 Oct, 10:00 | Field updated 4 days ago |
| Leon Hoxha | Brightline Fitness | Proposal | Jon Dervishi | Wed 15 Oct, 15:30 | Proposal sent 5 days ago |
| Sofia Krasniqi | Oakline Property | Contacted | Lira Kelmendi | Thu 16 Oct, 09:00 | Email logged 6 days ago |
Illustrative product demo · Fictional lead records
Inside the product
The detail behind
every next step.
A shared customer record, a useful view of the pipeline and follow-up that stays connected to the work.
- 01
Pipelines that fit your process
Create pipelines and arrange stages around how your team works with leads. Filter, group and save useful views.
- 02
Your fields. Your lead context.
Capture text, numbers, dates, dropdown choices and checkboxes. Keep the summary and notes on the same lead record.
- 03
Personal and team reminders
Set follow-up against a lead, review the calendar and take over a colleague’s reminder when they are away.
- 04
A visible activity history
Follow record changes, configuration changes and stage transfers, including who changed what and when.
- 05
Reports that reveal the work
Review the funnel, win/loss, time in stage, inactive leads and reminder status. Save the report layout your team uses.
- 06
A live connection to your AI
Use AveCRM’s MCP to connect a compatible AI tool to customer context and configure automations around your sales process.
Keep the conversation connected
The record.
The conversation.
The next action.
A lead summary sets the context. Notes record what happened. A reminder makes the follow-up visible to the person responsible.
Your AI Guardian proactively helps the team work faster and more efficiently: a written summary of the call, the context that matters and a suggested next step.
- Choose the custom fields your team needs.
- Add a note without losing the lead’s context.
- Set the next reminder against the same record.
- Let your AI Guardian summarize the conversation and bring the next action into focus.
Hana Berisha
Harbor Dental Group
- Lead source
- Website form
- Budget range
- 10–25k
- Decision date
- 31 Oct 2026
- Locations
- 3
Summary
Three clinics, replacing spreadsheets. Decision maker is the practice manager. Wants onboarding before December.
Notes and follow-up
Arta Rexha · Yesterday, 16:10
Call with practice manager. Interested in shared reminders for the front desk. Sending a proposal outline next week.
Send proposal outline and confirm demo date.
Owner: Arta RexhaYour AI Guardian
One step ahead, with your team.
Phone call · Summary
Discussed a shared follow-up process across three clinics. Front-desk teams need shared reminders and clear ownership. The next step is a proposal outline and a demo, with onboarding targeted before December.
Suggested next step
Arta, prepare the proposal for all three clinics and confirm a demo time with Hana.
AI & MCP
Your CRM becomes
context for your AI.
MCP is the connection that lets compatible AI tools work with your CRM context. AveCRM provides that connection; the setup defines the tool, the access and the workflow you want to build.
- 01
Organize the sales context.
Set up the leads, stages, custom fields and follow-up your team works with.
- 02
Connect a compatible AI tool.
Review the available MCP connection and agree the access needed for your use case.
- 03
Build the workflow around your team.
Choose the automation, configure the steps and decide what a person needs to review.
Implemented with StarLabs
Make it part
of your working day.
We start with your sales process, then agree the data, roles, AI connection and handover needed for your team.
- 01
Map the pipeline
Agree the stages, owners, lead fields and views your sales team needs.
- 02
Prepare the records
Review your existing information and plan the import or system connections.
- 03
Configure the AI workflow
Choose a compatible tool and define the task, access and review points.
- 04
Train and hand over
Practise lead updates, reminders and reports, then agree your support route.
Diagnose → Design → Implement → Train → Support
A closer look
Before you get started.
See AveCRM in your workflow
Bring your team’s process.
We’ll walk through the product.
Tell us who will use it, what needs to connect and the task you want to improve.