AI CRM - Relationship Intelligence
Webooto CRM is built directly into your website. The moment a visitor submits a form, they become a lead - no copy-paste, no Zapier, no third-party sync. Just instant pipeline intelligence.
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app.webooto.com/app/crm/opportunities
No 6-month onboarding. No bloat. Powerful, clean relationship management integrated across your entire Webooto workspace.
Every Webooto form submission creates a contact and deal automatically. Your website becomes a self-filling pipeline - no Zapier, no manual entry, zero delay.
Bidirectional synchronization with Microsoft Outlook 365. Meeting bookings, email threads, and calendar availability sync in real time directly to your contact timelines.
Context-aware AI drafts instant replies to client inquiries, detects open calendar slots, and suggests next actions to close deals faster.
Drag deals across Kanban stages, or switch to table and timeline views. Create multiple pipelines for different products, regions, or teams - each fully customizable.
Emails, call logs, notes, and AI Notetaker meeting transcripts - all under one contact timeline. Never lose context. Always know exactly where you left off.
Win rate, deal velocity, revenue forecasts, and rep performance - all in real time. Export clean reports for your board or investors in a single click.
BETTER TOGETHER
Webooto isn't a collection of disconnected tools. Every product shares a single customer data model, eliminating sync lag, Zapier fees, and lost context.
Visual canvas that publishes sub-second pages directly bound to your forms and CMS.
Record and summarize calls with automatic action item extraction into your CRM.
Dashboards, goals with progress thresholds, and an AI copilot querying your live data.
Bring your contacts, we import them with you. Tell us about your team. We set up your workspace and walk you through it.
