Lead Management
Capture, assign, chase, convert.
Forms, WhatsApp, imports and the API feed one queue, deduplicated on arrival. Routing rules put an owner on each lead as it lands, and anything unowned or overdue is shown as such.
Product
Every module your revenue team needs — connected by AI.
From first lead to paid invoice, Insta AI 365 keeps commercial truth in one workspace with Ira executing the busywork.
Contacts
People context on every deal.
Roles, preferences, and activity history travel with every person — so follow-ups never start from a blank page.
Companies
Clean account hierarchy.
Parent accounts, sites, and buying centers stay structured so multi-threaded deals stay readable.
Deals
Revenue truth in one view.
Amount, stage, next step, and conversation history live on the deal — not in chat threads outside the CRM.
Pipeline
Stages, forecasts, velocity.
Board and forecast views show stalled stages, aging deals, and velocity so leaders coach with evidence.
Calendar
Meetings tied to records.
Site visits and demos link to leads and deals. Prep notes and outcomes write back to the timeline.
Tasks
Work that closes deals.
Human tasks and AI-suggested next actions share one list — prioritized by deal value and urgency.
Invoices
Quote to cash in CRM.
Generate invoices from won deals or quotations without re-keying line items into another finance tool.
Payments
Collections you can trust.
Track payment status against invoices and deals so collections and sales share the same truth.
Products
Catalogs and line items.
Price books and SKUs feed quotations and invoices — Ira can draft quotes from live catalog data.
Projects
Delivery after the win.
Hand off won deals into delivery milestones without losing commercial context from sales.
Documents
Files on the right record.
Contracts, drawings, and proposals attach to the deal or project — searchable when Ira needs context.
Reports
Dashboards leadership trusts.
Pipeline, conversion, call volume, and AI activity in one analytics surface — not spreadsheet exports.
Automation
Workflows that never sleep.
Triggers on stage change, inactivity, or inbound create tasks, messages, and assignments without ops babysitting.
Call intelligence
Call transcript analysis with Call Flagging AI.
Where call recordings and transcripts are available in your workspace, transcripts are analysed against your own flagging rules and summaries land on the record. Outbound calling from the CRM is not currently enabled.
Communication
One omnichannel timeline.
Calls, WhatsApp, email, and notes unify on the record so anyone can pick up the conversation.
Conversations on the record.
Email runs through your own Gmail or Outlook account, and what is sent or received stays on the timeline of the lead or deal it belongs to.
Messaging in deal context.
Draft, approve, and send WhatsApp from the deal. Templates respect business hours and ownership.
Mobile App
Field-ready CRM anywhere.
Pipeline, calls, and tasks on the go — designed for site visits and managers who never sit still.