Platform

CRM features for sales, marketing and service teams

Everything in EDCRM.AI, grouped by the job it does. Each feature has its own page with examples, set-up notes and common questions.

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Capture and organise leads

Where enquiries come in and where they are kept.

CRM and pipeline

Keep every contact, deal and follow-up task in one place. Your team sees who each customer is, what was said last and what needs to happen next.

Forms and surveys

Ask the right questions once. Every answer is saved to the contact's record in EDCRM.AI and can start the follow-up without anyone retyping it.

Websites and funnels

Build your website, landing pages and funnels in the same platform that holds your leads. Every enquiry goes straight to the CRM and into follow-up.

Talk to customers

Every channel in one inbox, with AI to cover the hours your team cannot.

Conversations inbox

Every message a customer sends, on any channel, lands in one thread under their name. Your team replies from one screen and everyone can see who is handling what.

EDCRM.AI connects your business WhatsApp number to a CRM, so the whole team works from one inbox on one number. Euro Digital is an official Meta WhatsApp Business Partner and sets it up within Meta's rules.

AI automation

EDCRM.AI includes four AI tools that handle the routine part of sales and service work. Your team stays in charge of the decisions, and any conversation can be taken over by a person at any point.

Email and SMS campaigns

Send newsletters, broadcasts and drip sequences to the contacts already in your CRM. Replies land on the contact record, so your team knows who to call next.

Book, sell and get paid

From first appointment to paid invoice.

Calendars and booking

Give customers a page where they pick a time that suits them. EDCRM.AI checks your team's availability, confirms the booking and sends the reminders.

Payments and invoicing

Send estimates, invoices and payment links from the system that already holds your customers and deals. When a payment comes in, the record updates and the next step can start.

Workflow automation

Build the follow-up once and let it run. EDCRM.AI sends the message, waits, checks what happened and hands the lead to the right person.

Keep customers and measure results

Reviews, courses and the numbers that tell you what is working.

Reviews and reputation

Ask every customer for a review at the right moment, see new reviews as they arrive and reply from one screen. Review collection becomes a routine your team does not have to remember.

Courses and communities

Host your courses, memberships and learner community next to your CRM. Enquiries, payments, lessons and certificates stay in one system, with your own logo and colours.

Reporting and analytics

See where leads come from, how deals move and what each person on your team did this week. The figures come from work already recorded in the CRM, so nobody builds a spreadsheet by hand.

Mobile app

Reply to leads, make calls, update deals and check your calendar from your phone. The EDCRM.AI mobile app for iOS and Android keeps field staff and owners in step with the office.

Questions

Common questions

Do we have to use every feature?

No. Most teams start with the pipeline, the shared inbox and two or three automations, then add booking, campaigns or AI once the basics are running well. We switch off the menu items you do not need so the screen stays simple.

Can features be added later without starting again?

Yes. Everything works from the same contact records, so adding review requests or invoicing later does not mean re-importing data or retraining the team from the beginning.

Does it connect to tools we already use?

The platform has an API and webhooks, so it can exchange data with other systems. Tell us which tools you rely on during the demo and we will confirm what is possible. Confirmed native or supported integrations include Google Calendar, Outlook Calendar, iCloud Calendar, Calendly, Zoom, Microsoft Teams, Facebook, Instagram, Google Business Profile, QuickBooks, Stripe, PayPal, Square, NMI, Authorize.net and Razorpay. Additional systems can be connected through the API, webhooks and supported Marketplace apps.

See it working on your own leads

Book a 30-minute demo. We will walk through the platform using examples from your business and answer questions on set-up, WhatsApp and pricing.

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