Sales
Turn leads into revenue.
- Contacts, Companies, Leads, Deals
- Activities & unified timeline
- Sequences & Playbooks
- Goals, Round Robin, Smart Score
- Meeting Scheduler
- Business card scanning
- Territory & team assignment
AI POWERED CUSTOMER & REVENUE PLATFORM
Run Your Entire Customer Lifecycle on One Intelligent Platform.
Unify sales, marketing, service, conversations, AI voice, revenue and analytics around one real-time customer record.
Built for growing, multi-team and multi-brand businesses.
Website
& Forms
& Forms
Meta
Lead Ads
Lead Ads
Facebook
Data
Data
Instagram
Data
Data
LinkedIn
Data
Data
Email
SMS
WhatsApp
Phone
VitelMeet
Customer Data
Automation
AI Core
Studio
Integrations
Governance
CAPTURE — TOUCHPOINTS & DATA SOURCES
Every Touchpoint Lands on One Customer Record.
Web, ads, messaging, voice and self-service all write into the same record, deduplicated and associated on the way in.
Web & Lead Capture
Website · Web Forms · Meta Lead Ads
Social & Digital Data
Facebook · Instagram · LinkedIn
Messaging
Email · SMS · WhatsApp
Voice & Meetings
Phone · VitelMeet · Meeting Scheduler
Self-Service
Knowledge Base
WHAT HAPPENS ON THE WAY IN
-
Arrive
A form, an ad, a message or a call comes in through whichever channel the customer chose.
-
Stage and review
Ad and form submissions are held, cleaned and checked before they touch the CRM.
-
Match, don’t duplicate
Inbound records resolve against existing contacts and companies first.
-
Enrich and associate
Missing detail is filled in and the record is linked to its company, deals and cases.
-
One record, in view
Every team works from the same customer, with the full history attached.
NO SIDE SYSTEMS
Nothing waits in a spreadsheet between capture and the CRM, so the first follow-up starts from complete context.
PRODUCTS
One Platform for the Complete Customer Journey.
Use individual applications or bring them together on one unified customer platform.
LAUNCH SUITES
Pre-Configured Suites for Faster Time to Value.
Start with the products one team needs, or run the whole customer and revenue lifecycle on the complete platform.
Sales Suite
Sales, Conversations, Voice AI, Analytics and Flow, configured together.
SalesConversationsVoice AIAnalyticsFlow
For modern sales teams and high-velocity lead management.
Customer Suite
Sales, Marketing, Service, Conversations, Analytics and Flow on one record.
SalesMarketingServiceConversationsAnalyticsFlow
For teams managing the complete customer lifecycle.
GlobalCRM Complete
Every product plus the shared platform services underneath them.
SalesMarketingServiceConversationsVoice AIRevenueAnalyticsStudio
The full customer and revenue platform.
WORK — BUSINESS APPLICATIONS
Every Team’s Work, in One Workspace.
End to end, without switching systems. Pick a product to see what it takes on.
GLOBALCRM VOICE AI
AI That Does More Than Talk.
GlobalCRM Voice AI can call prospects, understand context, qualify opportunities and trigger CRM actions while the conversation is happening.
HOW AN AI CALL RUNS
BEFORE
Prepared from the record
- Triggered by a workflow or bulk list
- Calling window and retry rules applied
- Contact brief pulled from the CRM
DURING
Conversation with context
- Qualification against your criteria
- Mid-call CRM tools invoked live
- Meeting booked and confirmed on the call
AFTER
Written back automatically
- Transcript and summary saved to the record
- Sentiment verdict, score and reasoning
- Deal, task and follow-up created
MID-CALL CRM TOOL
Get Contact Brief
The agent pulls the record's context before and during the conversation, so the call is informed by what the business already knows.
MID-CALL CRM TOOL
Schedule Demo
The agent books the meeting, creates the task and deal, and emails both parties while the call is still in progress.
- CRM-aware conversations
- Automated outbound calls
- Calling windows and retry rules
- Transcription
- Sentiment analysis
- Mid-call CRM actions
CUSTOMER LIFECYCLE
From First Touch to Ongoing Revenue and Retention.
Each stage of the journey runs on a named product, on the same customer record.
Meta Lead to AI Call
From ad to deal, powered by GlobalCRM automation and AI.
-
Meta Lead AdsCapture leads from Facebook and Instagram
-
StagingHeld for review, cleaned and deduplicated
-
Push to CRMCreates contact, lead and company
-
AI CallAgent calls, transcribes and qualifies
-
MeetingDemo scheduled automatically
-
DealMoved to pipeline and worked to close
FOUNDATION — SHARED PLATFORM SERVICES
The Same Data, Automation, AI and Controls Under Every Product.
Configure a workflow or a permission once and it behaves the same way in every application.
Data
Unified customer data across all products.
- Unified customer records
- Associations
- Enrichment
- CRM synchronization
- Shared customer context
Flow
Workflow automation engine.
- Workflow Builder with conditional steps
- Email, SMS, WhatsApp and AI call steps
- Auto-execution schedules
- Call pacing
- Approvals and notifications
AI Core
Shared intelligence built into the platform.
- AI Agents and agent purposes
- Transcription
- Summarization
- Sentiment
- Supported CRM actions
Connect
APIs, webhooks and integrations.
- Integration framework
- API keys and webhooks
- Billing / ERP
- Meta Lead Ads
- Enrichment and CRM sync
Governance
Permissions, audit logs and tenant control.
- Permission sets · six access levels
- Multi-tenancy
- Multi-brand organizations
- Audit logs and data management
- Partner / reseller controls
CONTROL & TRUST
Access, Data and Change — Governed by Default.
Permission sets
Six record-access levels applied per object, per role and per tenant.
Tenant isolation
Tenants resolve per request, with organizations acting as brands inside them.
Encrypted credentials
Integration and mailbox credentials are stored encrypted per configuration.
Audit logs
Immutable change history with retention and archiving.
Approval processes
Multi-step chains with reassignment and full decision history.
Data management
Import, export, retention and archiving handled inside the platform.
SOLUTIONS
Built Around How Modern Businesses Grow.
Five ways teams put GlobalCRM to work. Each one runs on the same record, the same automation and the same controls.
HIGH-VELOCITY SALES
Talk through this setup
Work More Leads Without Adding Headcount.
For sales organizations, inside sales teams and any business where the volume of inbound leads is the constraint.
Nothing waits for a manual hand-off
Round robin, territories and priority rules give every lead an owner the moment it lands.
Reps follow a method, not a mood
Sequences and playbooks turn what your best rep does into what the team does.
The top of the list is the right list
Smart Score ranks by fit and engagement, so the day starts with the best conversation.
HOW IT RUNS
-
Capture
Forms, ads and calls create the lead
-
Assign
Owner set by rule, not by inbox
-
Engage
Sequence across email, SMS and phone
-
Qualify
Criteria checked by a rep or an AI agent
-
Close
Deal worked to signature on one record
PRODUCTS INVOLVED
- Sales
- Conversations
- Voice AI
- Flow
- Analytics
META LEAD AUTOMATION
Talk through this setup
Facebook and Instagram Leads, Handled Before They Cool.
For teams buying demand on Meta who lose it in the gap between the ad platform and the CRM.
Submissions arrive as records
Lead form entries are captured by webhook instead of downloaded from a dashboard.
Review before the CRM
Staging holds and cleans the data, so duplicates never reach the pipeline.
First contact in minutes
An AI agent calls inside the configured window, then hands a qualified lead to a person.
HOW IT RUNS
-
Lead ad
Submission captured from Facebook or Instagram
-
Staging
Held for review and cleaned
-
Deduplicate
Matched against existing contacts
-
Push to CRM
Contact, lead and company created
-
AI call
Qualification and booking on the call
-
Deal
Pipeline entry with the transcript attached
PRODUCTS INVOLVED
- Marketing
- Connect
- Voice AI
- Sales
CUSTOMER SERVICE
Talk through this setup
Support That Starts With the Whole Relationship.
For support teams answering customers who already bought something, asked something, or are mid-renewal.
One queue for every channel
Mail, chat, phone and portal cases arrive in the same list with the same rules.
Clocks people can trust
SLA timers run on first response and resolution, with breaches raised before the customer does.
Answers stay reusable
Knowledge base articles attach to the ticket rather than living in a separate tool.
HOW IT RUNS
-
Contact
Customer reaches out on their channel
-
Case
Ticket opened against the existing record
-
SLA
Priority and response clocks applied
-
Resolution
Owner or queue resolves with full context
-
Feedback
Survey fires and lands on the record
PRODUCTS INVOLVED
- Service
- Conversations
- Data
- Analytics
REVENUE OPERATIONS
Talk through this setup
One Chain From Won Deal to Recurring Revenue.
For finance and operations teams who currently rebuild the deal in a second system before anyone can be billed.
Quotes built from the catalogue
Products and price books sit where the deal is worked, so pricing is consistent.
Approvals with a paper trail
Discounts route through multi-step chains that keep their full history.
Renewal is not a surprise
Subscriptions and contracts carry terms, periods and renewal dates from day one.
HOW IT RUNS
-
Deal
Won opportunity on the customer record
-
Quote
Priced from products and price books
-
Order
Line items, discounts and approval
-
Invoice
Issued with tax and template applied
-
Payment
Recorded against the balance
-
Renewal
Subscription term tracked to its date
PRODUCTS INVOLVED
- Revenue
- Sales
- Flow
- Connect
MULTI-BRAND & PARTNER OPERATIONS
Talk through this setup
Many Brands and Partners, One Platform.
For groups, agencies and reseller networks running several businesses that should not see each other’s data.
Separation by design
Tenants resolve per request and organizations act as brands inside them.
Access decided once
Permission sets apply per role and per object, with six record-access levels.
Partners with their own economics
Hierarchies, commission rules and payout tracking sit on top of the same data.
HOW IT RUNS
-
Tenant
Isolated environment per request
-
Organizations
Brands with their own users and data
-
Teams
Roles and permission sets applied
-
Partners
Hierarchies and reseller access
-
Payouts
Commission rules and tracking
PRODUCTS INVOLVED
- Governance
- Studio
- Data
- Analytics
INTEGRATIONS
Connect GlobalCRM to the Systems That Run Your Business.
Use APIs, webhooks and configurable connectors to extend GlobalCRM across your existing technology stack.
Live / configured
Connector framework — available to configure
Lead Sources
- Meta Lead AdsLIVE
Communications
- Email infrastructureLIVE
- TelephonyLIVE
- WhatsAppLIVE
- SMSLIVE
- VitelMeetLIVE
Business Systems
- Billing / ERPLIVE
- Payment GatewayFRAMEWORK
- Cloud StorageFRAMEWORK
Data & Customer Systems
- Enrichment & CRM SyncLIVE
- CRM connectorsFRAMEWORK
- Marketing connectorsFRAMEWORK
- Analytics connectorsFRAMEWORK
Developer
- API KeysLIVE
- WebhooksLIVE
- Integration FrameworkLIVE
44
data sources across the report builder
~1,174
reportable fields, contract-tested
17
single-object report sources
12
visualization types
FEATURES
Deep Capability Without the Fragmentation.
BUILT FOR CONNECTED GROWTH
Give Every Team the Same Customer Context.
One customer view
Shared customer context across sales, marketing, service and revenue.
Faster execution
Automated routing, workflows, approvals and follow-ups.
AI-powered operations
AI that can understand context and execute supported CRM actions.
Scalable control
Multi-tenant architecture, permissions, auditability and customization.
One Customer
Record
Record
GLOBALCRM
Built for Businesses That Want More From Their CRM.
GlobalCRM.ai is building a unified customer and revenue platform designed to connect data, teams, conversations, AI and business workflows in one system.
- Customer-centric by design
- AI powered architecture
- Configurable for different business models
- Designed for multi-team operations
- Built for scalable growth
GETTING STARTED
A Clear Path From First Conversation to Live.
The usual sequence for teams moving onto GlobalCRM, whether starting with one suite or the full platform.
Map the model
Agree the objects, fields and record types your business actually works with.
- Objects
- Custom fields
- Record types
Configure the workspace
Layouts, permission sets and pipelines set up per team and brand.
- Layouts
- Permissions
- Pipelines
Connect the channels
Mailboxes, telephony, WhatsApp, lead ads and business systems.
- Telephony
- Meta Lead Ads
Automate the work
Routing, sequences, workflows, AI agents and approvals switched on.
- Flow
- AI Agents
- Approvals
Launch and measure
Dashboards and scheduled reports so the team sees the same numbers.
- Dashboards
- Reports
- Goals
QUESTIONS
What Teams Ask Before Moving.
If your question is not here, a 30-minute call with the team is usually enough to answer it.
Talk to the team