The CRM that actually works for you. Not the other way around.
aimee.crm is one connected brain that runs your CRM, quoting, payments, accounting, customer service, and front line. She trains herself on your business. She does the typing. She takes the money. She answers your phone.
aimee.crm solves the two problems your CRM was supposed to solve.
Every CRM on the market promises to organize your business. None of them actually do, because they all share the same fatal flaw: they require you to do the work. Aimee doesn't.
The discipline problem.
You know you should update your CRM after every meeting. You also hate doing it. You'll catch up Friday. You'll batch it Sunday. Friday comes, you're exhausted, the CRM stays empty. Three weeks later you stop opening it.
This is not a discipline problem. It's a design problem. The work of typing into forms is fundamentally at odds with the work of running a business.
Aimee fixes it by doing the typing for you. Walk out of a meeting. Talk for two minutes into your phone, or upload the Zoom transcript, or hand her the audio recording. She extracts the facts, updates the right contact, schedules the follow-up on your real calendar, drafts the email in your voice, and asks for a thumbs-up. Ninety seconds, done.
Or skip the audio entirely. Connect Aimee to your business inbox and the CRM maintains itself. Every email any of your team sends or receives is auto-tagged to the right client record. The salesperson on leave doesn't take their relationship history with them — every conversation is in the client's record, visible to everyone with permission to see it.
The CRM doesn't go stale because nobody has to remember to update it. It updates itself.
The money-on-the-floor problem.
You can almost certainly remember a specific customer you lost because you didn't follow up in time. You remember those losses years later. They sting. And those are just the ones you noticed — for every one you remember, there are five you don't.
Aimee picks the money up off the floor for you. Every inbound contact — sales, support, DMs across every channel — is logged the moment it arrives. Every quote is tracked from sent to viewed to accepted to paid. Every silence is noticed. Every dropped thread is flagged.
She doesn't just remind you to follow up. She drafts the follow-up email for you, in your voice, sent from your own Gmail or Outlook, referencing the specific job and quote. You read it, hit send, and the dead conversation is alive again.
And when the customer says yes, she takes the money. One click turns the quote into an order, charges the card via Stripe or Authorize.net or PayPal or any of nine gateways she supports, generates the invoice in Xero or QuickBooks, and notifies the warehouse. The pipeline you used to call "manual" is now a single button.
Everything else Aimee does — the phone answering, the triage, the accounting, the Vault, the forecasting, the morning brief — exists to make these two things possible.
The work changes when the silos go.
Each of these is impossible for any single-purpose tool to deliver, no matter how good the tool is. They become possible because Aimee is one system instead of seven.
Schedule on a customer call, in real time.
A customer phones to book a meeting with Bob. Here's what they hear:
The customer hangs up with a confirmed meeting on Bob's actual Google or Outlook calendar. A phone AI can take a message. Aimee books the meeting — because she has access to Bob's calendar in real time. No competitor in the AI voice category can do this. They're voice-only products. Aimee is part of the platform.
Ask in plain English, get a real answer.
Talk to Aimee like a colleague who already knows everything about your business:
"Aimee, give me all Toyota parts from Brand X with stock above 10 units, sorted by price."
She returns 47 matching parts with current stock and pricing, and offers to draft a quote for any of them. A standard CRM can't do this — the product database lives in one tool, the inventory in another, the quoting tool in a third. Aimee can, because to her there are no three. There's just one connected business.
Try it on anything: "Who hasn't paid me from last month?" "What did I promise the Henderson account in our last call?" "What's my weighted pipeline for Q3?" "Email everyone who bought the X-200 last year — we have a new version." The data she'd need to answer is already in one place.
Quote → paid → in the books, in one click.
You build a quote for Acme — Aimee pulls the parts from your product database, applies a 10% discount you've told her about, attaches the standard brochure from the Vault. You hit Send. The quote goes out from your own Gmail or Outlook with a payment link.
Acme clicks the link, pays via PayPal. The webhook fires. Aimee marks the order Paid, converts the quote to an order, generates a tax-compliant invoice in your accounting system (Xero, QBO, Wave, MYOB, FreshBooks, Sage, or Zoho Books), and notifies the warehouse to ship. Total elapsed time: forty seconds, two of which were yours.
If Acme says "send me a PO instead" — different path, same destination. Aimee captures their PO number, marks the order as awaiting external payment, pushes a Net 30 invoice into your accounting system, and reminds you on day 32 when the payment hasn't landed. You flip the order to Paid the moment accounts tells you the money's in.
Update six systems with one voice memo.
You finish a client call and dictate two minutes about what happened. Aimee transcribes the memo, identifies the client (because their email history is already linked to their record), updates the deal status, schedules the follow-up meeting on a colleague's real Outlook calendar, drafts the follow-up email referencing the brochure they asked for (which she pulls from your shared Vault), and queues a reminder to chase the contract in five business days.
You read her summary, fix one detail, hit confirm. Six systems just got updated by one voice memo. In your current setup, this is six tabs, three logins, and an hour of your evening.
A customer service call that knows the order.
Aimee answers without anyone in your office picking up the phone. She queries your order system and your shipping provider in real time, and logs the call against the customer record. Standalone voice AI vendors can't do this — they don't have access to your order system. CRM-native phone tools can't do this — they don't have a real conversational AI. Aimee does both, because she's both.
When the silos go, the work changes. You stop being the integration layer between five tools and start running your business.
Aimee has her own email address.
No new app to learn. No interface to navigate. No login to remember. Email Aimee like she's a member of your team — because that's exactly how she works.
Aimee gets her own inbox at your company. aimee@yourcompany.com, backed by Gmail or Outlook — your call which provider, set up once by your admin during onboarding. She reads what you send her, gets it done, and emails you back.
She knows who you are by the email address you sent from. Bob emailing Aimee gets Bob's permissions, Bob's chat history, Bob's pipeline. Sarah emailing Aimee gets Sarah's. Strangers emailing Aimee from outside the company are silently dropped — no reply, no record. The inbox doesn't fill up with spam.
Forward her your receipts and she'll log them, categorize them, and post your expense report by morning. Drop a recording into her inbox and she'll update your CRM and draft the follow-ups. Or tell her what you need in plain English — and she'll do it.
Twenty minutes later, the report is in Bob's inbox. Properly formatted, broken down by product line, with comparison to the prior quarter. Aimee queried your sales data, pulled the relevant transactions, ran the analysis, and sent it back. No spreadsheets. No "give me an hour to pull that together." No staff member you had to interrupt.
When the action matters, she asks first.
Asking Aimee for a report? She just does it. Asking her to send a quote to a customer, or charge a card, or delete a contact? She drafts the action and emails you back with a one-click confirmation. Money movement, destructive actions, and customer-facing sends always require your explicit OK. No surprises in your accounting ledger from an AI that misread an instruction.
The expense report you'll never write again.
Sick of spending hours assembling expense reports? Email Aimee your receipts as you go — one at a time, all month long, whenever you happen to be near your phone. She extracts the merchant, amount, date, GST, and category from each one and adds it to the running report.
At month-end, you email her: "Aimee, finalize my expense report and send it to accounts." Done. She compiles the entries, checks for missing context, attaches the receipt images, formats the report to your company's standards, and emails it through. The report you used to spend three hours on at the end of every month is now zero hours.
She does the things only a real colleague could do.
Because Aimee is part of the system that has your CRM, your products, your orders, your payments, your accounting, and your Vault — she can act on instructions that no inbox-bot could handle.
- →"Aimee, who haven't I followed up with this week?" — She pulls open deals, ranked by silence and value.
- →"Aimee, email the Henderson quote with the standard brochure and a PayPal link." — She drafts it, attaches the right PDF, generates the payment link, and waits for your confirm.
- →"Aimee, what did James and I talk about last Tuesday?" — She pulls the meeting summary, key decisions, and outstanding actions.
- →"Aimee, what's the average margin on our Brand X parts in 2026?" — She runs the numbers and replies with the breakdown.
- →"Aimee, mark the Mitchell PO as paid — accounts confirmed the wire came through." — She updates the order status, syncs the accounting system, and logs it.
She's a member of your team you email like any other. The fact that she happens to be AI is incidental.
aimee.crm cuts through the silos.
Right now, your business is split across systems that don't talk to each other.
Your CRM lives in one tool. You data-enter it manually.
Your products and inventory live in another. You update them separately.
Your support tickets live in a third. The customer service rep doesn't see the sales notes.
Your accounting lives in a fourth. Reconciling means context-switching all afternoon.
Your quoting tool lives in a fifth. You copy-paste from the product database every time.
Your payment processor lives in a sixth. Stripe, PayPal, Authorize.net — whichever — it lives outside your CRM and you reconcile manually.
Your expense system lives in a seventh. Every month you're chasing receipts.
And on top of all of it, you're paying Zapier subscriptions to glue these systems together with brittle integrations that break every six months.
The left hand doesn't know what the right hand is doing. You're the human glue holding it all together — and the glue is exhausted.
Aimee replaces the entire stack with one connected brain.
When a customer calls, Aimee already knows their order status, their last support ticket, their open quote, their unpaid invoice, and the email they sent yesterday. When you draft a quote, she already knows their account history, your product margins, and which brochure to attach. When the customer pays, the charge, the invoice, the CRM update, the ledger entry, the shipping notification, and the follow-up reminder all happen at once — because they're not separate systems pretending to talk through Zapier. They're one system that already knows.
| The stack | Sales | Service | Quoting | Payments | Expenses | All-in / user / month |
|---|---|---|---|---|---|---|
| HubSpot Sales Pro + Service Pro + quoting + Stripe + Expensify | $100 | $100 | $84 | 2.9% + $0.30 / tx | $15 | ~$300 + $1,500–3,500 onboarding |
| Salesforce Enterprise + Service + Agentforce + Concur | $175 | $175 | included | bring your own | $8 | ~$360+ + $25,000+ implementation |
| Zoho One (everything bundle) | $45 | — | — | limited | — | $45 — limited AI, manual entry, no voice agent |
| aimee.crm Pro Plus | included | included | included | 9 gateways included | included | $200 — and Aimee does the typing |
Four jobs. One Aimee.
Aimee does four things no other tool does together. She trains herself on your business. She runs your back office. She takes the money. And she handles your customers — by email, by DM, on your website, and on the phone.
She trains herself.
The feature that makes everything else possible.
Automatic Intelligence
Point Aimee at any inbox and she gets to work. She reads your past emails, learns your tone of voice, extracts your SOPs from the way you've actually answered customers, and builds a knowledge base from the conversations you've already had. By the end of week one, she sounds like someone who's worked there for a year — because she learned your business from your business.
- Auto-trained from your inbox — point her at customer service, sales, or support
- Tone-of-voice matching — she drafts in your style, not generic AI-speak
- Living knowledge base — every email she handles makes her smarter
- Zero onboarding overhead — no fields to map, no taxonomies, no admin clerk
The Inbox Connection
Connect Aimee to your business inbox and the CRM maintains itself. Every email any of your team sends or receives is auto-tagged to the right client record. The whole company sees the whole history — sales, support, accounts, all in one place.
- Auto-tagged email threads attached to the right client record
- Full conversation history visible to your whole team
- Multiple email aliases per user — every address you receive at gets recognised
- A salesperson on leave doesn't take their relationships with them
The Company File Vault
Your shared corporate brain. Upload SOPs, brochures, technical manuals, product specs, warranty terms, training docs. Everyone in your business gets one place to find them. Aimee gets one place to draw from when she drafts a quote, answers a customer call, or handles a support email.
- One source of truth for every document your team needs
- Powers quotes, replies, calls, and onboarding
- Shared across your whole team — included in every paid plan
- Quote attachments become tokenised payment-page links the customer can actually click
Universal Search
One search bar. Every contact, account, opportunity, order, quote, invoice, case, note, file, and email — searchable from anywhere in the app. No more "which screen was that on again?"
She runs your back office.
The admin that used to eat your afternoons.
Aimee's Inbox — email her like a colleague
Aimee gets her own email address at your company, backed by Gmail or Outlook. No new app to learn. No interface to navigate. Email her your receipts, forward her a transcript, or just tell her what you need — and she gets it done and emails you back. The simplest possible interface for the most capable assistant.
- Forward receipts → expense report auto-built and posted
- Email her a request → she fulfills it and replies
- CC her on a thread → she files it and handles the follow-ups
- Money-moving requests require your explicit one-click confirmation
- Strangers and spam are silently dropped — your Aimee inbox stays clean
The Meeting Wizard
Walk out of a client meeting and tell Aimee what happened — record from the browser, upload audio, or paste a Zoom transcript. She extracts the facts, updates the CRM, schedules the follow-up on your real calendar, drafts the email, and files the meeting note against every attendee's contact record. You confirm. The CRM stays current while the meeting is fresh.
Leads, Opportunities, and the Weighted Forecast
Aimee knows the difference between a lead (someone who hasn't bought yet) and a contact (someone who has), and tracks the conversion flow between them. Opportunities sit in your pipeline with weighted probabilities — ask Aimee for the Q3 forecast and she gives you a number that accounts for stage and confidence, not just gross deal value.
The Sales Workflow — quote → paid → invoiced → shipped
Say "Aimee, draft a quote for the Smith project." She cross-references your product database, checks margins, attaches the right brochures from the Vault, applies the right discount. She sends it from your own Gmail or Outlook with a payment link. The customer pays. The order auto-converts, the invoice posts to your accounting system, EasyPost generates the shipping label, and a follow-up task lands in your queue for thirty days out. The deal that "went cold" stays warm.
Accounting Integration — 7 providers
Aimee doesn't try to be your accounting software. She works with the one you already use. When you confirm a sale, she pushes a tax-compliant invoice into Xero, QuickBooks Online, FreshBooks, Wave, Sage Business Cloud, Zoho Books, or MYOB. When a client pays, she catches the webhook, marks the order Paid, and logs it in the CRM. You stop being the human bridge between sales and bookkeeping — without giving up the accounting software your accountant actually wants you on.
Zero-Click Lead Enrichment
When a new prospect emails you, Aimee scans their company website in the background. By the time you reply, their CRM file already shows company size, core services, and recent news.
Calendar Sanity & The Morning Brief
Aimee uses your existing Outlook or Google calendar — she doesn't replace it. She proposes meeting times across your team, protects your deep-work blocks, and stops the email ping-pong scheduling dance. Each morning, she gives you a clear view of what's ahead: meetings, follow-ups that can't slip, deadlines, risks.
Workflow Automation Rules
When THIS happens, do THAT. New lead arrives from your website → assign to Sarah, set follow-up in 24 hours, post to Slack. Order paid → notify the warehouse, schedule the post-sale call in 14 days. Quote not viewed in 5 days → draft a chase email in your voice. Build it once, Aimee runs it every time.
CSV Bulk Import
Switching from HubSpot, Salesforce, Pipedrive, or a spreadsheet? Export your data as CSV, import in one screen. Aimee maps the columns, deduplicates against existing records, and tells you exactly what landed and what needs your review.
She takes the money.
The part of the sales cycle every other CRM hands off to a separate tool.
Nine Payment Gateways
Stripe, Authorize.net, PayPal (three modes — direct, checkout redirect, hosted invoice link), Braintree, Airwallex, Checkout.com, Adyen, Worldpay, Shopify Payments. Pick the one your bank likes, or the one your accountant is used to. The "Complete Order" button works the same way whichever you choose.
The Complete Order Pipeline
One click runs three steps idempotently. Charge the customer (or generate the link they pay through). Convert the quote into a real Order in the CRM. Push the tax-compliant invoice into your accounting system. If step 3 fails because your accounting token expired, the order is still valid and Aimee will retry step 3 when you reconnect. No double charges. No half-finished sales sitting in limbo.
Purchase Order Workflow
Some customers don't pay by card. They want a Net 30 invoice and a PO number. Aimee captures the PO, marks the order as awaiting external payment, pushes a tax-compliant Net 30 invoice into your accounting system, and nudges you on day 32 if the money hasn't landed. When accounts tells you the wire came through, one click marks the order paid and posts the activity to the customer's timeline.
She handles your customers.
The front line that runs without you.
Cases — Support that actually scales
Real support ticketing with SLA policies, reply templates, time tracking, a customer self-service portal, and Aimee suggesting KB articles before the human agent ever opens the case. Hand the work off when it gets complex; keep the routine 80% on autopilot.
Agent Triage
Point Aimee at your dedicated triage inboxes — your sales@, support@, info@ — plus your website contact form, Instagram DMs, Facebook Messenger, and WhatsApp. She sees them all in one queue. She uses your Vault to answer product questions, queries your order system for live status updates, drafts replies in your voice, and books meetings directly into your team's calendar.
And because triage inboxes are meant to receive new business inquiries, this is where Aimee automatically creates CRM records for new senders — capturing every lead the moment it arrives, with the full email thread already attached.
Add-on for Pro Plus · $400 / agent / monthVirtual Employee
Add a "Talk to Aimee" button to your website. Point your business phone number at her. From the moment you flip the switch, your customers can reach a real conversational assistant — not a phone tree, not a chatbot — who knows your business as well as you do, books meetings on real calendars, charges cards on the call, and resolves problems before the customer hangs up.
Add-on for Pro Plus · $800 / agent / month · 1,000 voice minutes includedCustomer 360 + Health Score
One screen per customer. Every conversation, every order, every open ticket, every quote in flight, every dollar paid and owed. Aimee computes a Health Score automatically — recent activity, payment behaviour, support load, NPS feedback — so the customers about to churn get flagged before they leave.
Email Campaigns & Cadences
Build a multi-touch nurture sequence in plain English. Aimee runs it: sends the messages from your team's mailboxes, watches the replies, pauses the sequence the moment a recipient responds so they never get another canned email after raising their hand. CSAT and NPS survey templates included.
Built to replace your stack. Priced to make the choice obvious.
Most CRMs charge you for the privilege of doing the data entry yourself. Aimee does the work — and costs less than the tools she replaces.
Best for replacing your spreadsheet.
- Client CRM — keep all your clients, contacts, and history in one place
- Notes, deal status, and key details for every client
- Email and calendar awareness
- Conversational AI assistant with memory
- Basic automations and reminders
- Universal search across everything
- Rolling backup and restore
Best for small businesses ready to put admin on autopilot.
Everything in Free, plus the moment Aimee starts working for you.
- Automatic Intelligence — Aimee trains herself on your inbox
- The Meeting Wizard — record audio, Aimee updates the CRM
- Aimee's Inbox — her own email address (Gmail or Outlook)
- Inbox Connection — auto-tagged emails on every client
- Company File Vault — shared corporate brain
- Leads + Opportunities + weighted forecasting
- Multi-user team workspace — shared CRM and Vault
- Mobile app, product database, expense triage, calendar, Morning Brief
- Workflow automation rules, CSV bulk import, customer messaging (FB/WA)
- Unlimited free viewer seats for your whole team
Best for businesses ready to take money and deploy agents.
Everything in Pro, plus the full operating system.
- The Complete Order Pipeline — quote → charge → invoice → ship
- Nine Payment Gateways — Stripe, Authorize.net, PayPal, Braintree, Airwallex, Checkout.com, Adyen, Worldpay, Shopify Payments
- Accounting Integration — 7 providers (Xero, QBO, Wave, MYOB, FreshBooks, Sage, Zoho)
- PO workflow — Net 30 receivables, manual mark-paid, reconciliation
- Cases — support with SLA, time tracking, customer portal
- Customer 360 + Health Score
- Email campaigns + cadences, CSAT/NPS surveys, advanced reporting
- Agent add-ons available — deploy Aimee on your front line
All paid plans · 30 days free · then $1/month for two months · standard rate from month 4
The straight talk on buying from us.
We're not trying to lock you into a contract. We're not trying to extract a credit card and hope you forget you signed up. We're trying to earn your trust over years, so you tell other small business owners about us. That's the whole growth strategy.
So here's the deal:
- 30 days free, no cardUse the full product before we charge you anything. No credit card required to start.
- $1/month for two monthsMonths two and three are $1 each. You get 90 days to decide before you pay full freight.
- 30-day money-backIf she's not right for your business in your first paid month, email us. We'll refund it. We part as friends.
- Monthly billing, no contractsCancel any month with no questions and no exit fee. No annual lock-in.
- Pricing locked for lifeSign up at today's prices, keep them forever. When standard rates rise — and they will — you don't move.
- Your data is yoursOne-click export to standard formats, any time. If you ever decide to leave, you walk out with everything.
- We never train on your dataYour conversations, files, and business data are never used to train AI models. Not ours, not anyone else's.
- Daily encrypted backupsStored independently. If something goes wrong on our side, your data is recoverable.
If Aimee earns her seat in your business, you'll keep her, and you'll tell people. If she doesn't, you'll leave, and we'll part as friends. That's the whole deal.
Stop being a clerk. Start being the boss.
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