One Solution • AI-powered CRM
Expertz CRM brings sales, marketing, service, WhatsApp, and analytics into one AI-powered workspace — so every team works from the same customer truth.
| Account | Stage | Value | AI Score |
|---|---|---|---|
| Aarav Mehta | Proposal | $18,400 | 92 |
| Global Retail Co. | Negotiation | $92,000 | 88 |
| Sunrise Health | Discovery | $7,200 | 74 |
| NovaBank Ltd. | Closed Won | $140,500 | 99 |
Why Expertz CRM
An opinionated platform that combines the depth of enterprise CRM with the polish and speed of a modern product.
Deal AI, Email AI, Meeting AI, Support AI — copilots that actually save time.
No more disconnected tools. Every team sees the same customer truth.
SOC 2, ISO 27001, GDPR, and DPDP compliant with regional data residency.
Concierge onboarding, migration from 40+ tools, and dedicated CSMs.
Predictable per-user pricing with unlimited automations and workflows.
24/7 human support on every plan — not just enterprise.
Our CRM Modules
Pick modules you need today. Add more as you grow — no reintegration required.
Pipelines, forecasting, quoting, and deal intelligence.
Journeys, attribution, and multichannel campaigns.
Unified inbox, AI copilot, and CSAT/NPS.
Official Meta partner with campaigns and chatbots.
Embedded AI across sales, service, and marketing.
Native iOS/Android with offline mode and geo check-in.
50+ dashboards, custom reports, and BI-grade insights.
Ticketing, SLAs, and automations for support teams.
Expertz AI reads context across the CRM, drafts replies, updates records, and predicts outcomes — with guardrails and audit trails your compliance team will love.
Predicts close probability and next best actions.
One-click replies in your tone of voice.
Every conversation summarized on close.
Get pinged the moment metrics drift.
Workflow Automation
A no-code workflow canvas that spans every module. Trigger on any event, chain conditions, call APIs, and let AI decide the branches.
Industries
Templates, workflows, dashboards, and integrations tailored to how your industry actually operates.
Success Stories
+38% loan disbursals
"Expertz replaced three point tools and gave RMs a single desk."
NovaBank Ltd.
-30% no-shows
"WhatsApp reminders and journeys transformed how we engage patients."
Sunrise Health
2× site-to-booking
"Channel partners onboard themselves — and our conversions doubled."
Beacon Realty
Testimonials
"Deal AI alone saved us a headcount. Forecasts are finally trustworthy."
"We ran admissions season with 40% fewer counsellors and doubled enrollments."
"The unified inbox is a game-changer. Our CSAT jumped 22 points in a quarter."
Pricing
Start free for 14 days. Cancel any time.
For small teams getting started
Best for scaling teams
Latest from the Blog
FAQs
Most teams go live in 14 days with our concierge onboarding — including data migration from your current tool.
Yes — 14 days, full access, no credit card required.
SOC 2 Type II, ISO 27001, GDPR, and DPDP compliant. Regional data residency available.
Yes — layouts, fields, workflows, and dashboards are fully customizable without code.
Yes — we are an official Meta partner with WhatsApp Business API baked in.
Join 2,000+ teams using Expertz CRM — One Solution to grow revenue and retain customers.
