An AI CRM that keeps every lead accountable
Capture leads from any approved source, route them to the right person in seconds and keep one timeline of everything that happened, including what the AI did and why.
Leads
Timeline
Illustrative interface with sample data.
Why a conventional CRM is not enough
A conventional CRM stores records. It does not answer the call, check whether you are allowed to follow up, or explain why a lead was routed to one team and not another. When AI is added on top, the gaps widen: where did this summary come from, who approved this follow-up, which version of the script was used?
EAIBAP treats the record, the conversation and the automation as one system. Every lead has a source, a consent status, an owner, an SLA and a timeline. Every AI-generated field carries its provenance. Every change is audited.
What you get
Capture from approved sources
Forms, APIs, webhooks, imports and calls. Each lead records source, campaign, timestamp, consent and attribution.
Validate and de-duplicate
Normalization (including international phone format), idempotent webhooks and reviewable merge previews that preserve history.
Qualify with explainable rules
Configurable fields and deterministic rules, with optional AI summaries and scores that are labelled and overridable.
Route by territory, skill, language, load
Assignment rules with a fallback queue so no lead is left without an owner.
SLA timers and escalation
First-response measurement, overdue alerts and escalation paths.
One timeline
Calls, messages, tasks, appointments, workflow events and integration events in one chronological view.
AI that stays in its lane
AI can summarize a call, extract fields and suggest a score. In EAIBAP those outputs are clearly separated from verified facts. A person can accept, edit or reject them, and the audit trail records what happened.
- AI-generated chips with model and version provenance
- Sensitive or prohibited attributes are excluded from scoring and routing unless explicitly governed
- Human override on qualification and assignment, with optional reason capture
Transcript
auth: allowed · source: policy system
Call
Live · 01:42
Illustrative interface with sample data.
Records and custom fields
Model your business without custom code.
| Capability | Detail |
|---|---|
| Entities | People and organizations as parties, leads, accounts, opportunities, cases, tasks, appointments, notes, tags |
| Pipelines | Configurable stages for leads, opportunities and cases |
| Custom fields | Typed values with validation, visibility and an explicit indexing policy |
| Bulk operations | Run as background jobs with preview, progress, safe cancellation and an outcome report |
| Import and export | Schema mapping, validation, duplicate handling and row-level error reports |
| Retention | Retention, legal hold and deletion policies that differ by record category and jurisdiction |
Frequently asked questions
Can we import our existing leads and contacts?
Yes. Imports support field mapping, validation, duplicate handling and a row-level error report. Consent status and source are captured per record so outreach rules can be applied correctly.
How does de-duplication work?
Matching rules are configurable. Likely duplicates are flagged for review with a merge preview. Merges preserve relationships and audit history, and irreversible merges require confirmation.
Does the AI score leads automatically?
AI scoring is optional. When used, scores carry model and version provenance, are separate from verified facts, and can be overridden by a person. Deterministic rules remain available.
Can agents only see their own leads?
Yes. Access can be limited by team, owner and assignment, with field-level restrictions for sensitive data.
See it handle a real workflow.
Book a 30-minute walkthrough tailored to your industry and your systems.