innoclix
CRM with AI

AI CRM: email a business card, contact done

innoclix crm is a CRM with AI developed by innoclix itself: contacts arrive automatically from a central CRM mailbox, the AI researches and rates companies, and after every call the CRM creates tasks, follow-ups and deals.

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Screenshot of innoclix crm: dashboard with new contacts, calls due today, open emails, active deals, tasks and contact detail (demo data)
Definition

What is innoclix crm?

innoclix crm is a CRM tool for contact management and acquisition, developed by innoclix itself and working with AI. Instead of typing contact details by hand, you send emails or a photo or scan of a business card to a central CRM mailbox: an AI agent reads the details, creates the contact and company or enriches existing entries and researches company information. Contacts move through a pipeline from “New” to “Customer”; tasks, email drafts and deals are created automatically from call outcomes.

Process

From business card to customer

  1. A contact comes in

    Send an email or a photo or scan of a business card to the CRM mailbox – or import contacts.

  2. The AI understands and researches

    The AI extracts the contact details, creates the contact and company and researches company information.

  3. The task is prioritised

    Calls and follow-ups are prioritised automatically – after the call, the CRM creates the next steps.

Features

Everything for contacts and acquisition

Central CRM mailbox

Send emails and business cards to one mailbox (e.g. Microsoft 365) – the AI agent processes it automatically on a schedule, with allowed sender domains and confirmation to the sender.

AI research & relevance

Company information is researched by AI, companies are sorted by AI relevance – with industry, location and number of contacts.

Pipeline with status

New → Contacted → Interest → Appointment → Offer → Customer, with filters per status.

Tasks & follow-ups

Calls are prioritised automatically; after the call, the CRM creates a follow-up, call-back or offer task depending on the outcome.

Email drafts with approval

Drafts are created after calls or from the contact view; they are sent from the personal mailbox after approval.

Deals

Deals with stage and value – for example created automatically when a call results in “Interest”.

Reports

Acquisition pipeline, new contacts per week and pipeline by status – with print/PDF and CSV export.

AI assistant

Questions about contacts, projects and tasks – answers are based only on data the user is allowed to see.

Multiple companies

Multiple companies in one system; contacts are assigned to companies.

Screenshots

See innoclix crm in action

Screenshot of innoclix crm, Dashboard view: New contacts from email and AI, calls due today, open emails, active deals – plus tasks, calendar and contact details at a glance
Dashboard New contacts from email and AI, calls due today, open emails, active deals – plus tasks, calendar and contact details at a glance
Screenshot of innoclix crm, Contacts view: Captured automatically from the CRM mailbox, business cards and web research; pipeline filters from “New” to “Customer”, assignment to companies
Contacts Captured automatically from the CRM mailbox, business cards and web research; pipeline filters from “New” to “Customer”, assignment to companies
Screenshot of innoclix crm, Customers & contact detail view: Companies with contact persons, AI research of company information and recent activities
Customers & contact detail Companies with contact persons, AI research of company information and recent activities
Screenshot of innoclix crm, Companies view: Sorted by AI relevance, with industry, location and number of contacts
Companies Sorted by AI relevance, with industry, location and number of contacts
Screenshot of innoclix crm, Tasks view: Automatically prioritised calls and follow-ups: a contact comes in, the AI understands and researches, the task is prioritised, after the call the CRM creates the follow-up
Tasks Automatically prioritised calls and follow-ups: a contact comes in, the AI understands and researches, the task is prioritised, after the call the CRM creates the follow-up
Screenshot of innoclix crm, Reports view: Acquisition pipeline, new contacts per week, pipeline by contact status, deals with stage and value – with print/PDF and CSV export
Reports Acquisition pipeline, new contacts per week, pipeline by contact status, deals with stage and value – with print/PDF and CSV export
Screenshot of innoclix crm, AI assistant view: Questions about contacts, projects and tasks – answers based only on data the user is allowed to see
AI assistant Questions about contacts, projects and tasks – answers based only on data the user is allowed to see
Screenshot of innoclix crm, Emails & campaigns view: Email drafts for approval, automations per call outcome (e.g. “Not reached” → call-back task, “Interest” → status, task “Prepare offer” and deal), sending from the personal mailbox
Emails & campaigns Email drafts for approval, automations per call outcome (e.g. “Not reached” → call-back task, “Interest” → status, task “Prepare offer” and deal), sending from the personal mailbox
Screenshot of innoclix crm, Settings view: The AI agent processes the mailbox automatically on a schedule, with allowed sender domains and confirmation to the sender
Settings The AI agent processes the mailbox automatically on a schedule, with allowed sender domains and confirmation to the sender
FAQ

Frequently asked questions about innoclix crm

What is innoclix crm?

innoclix crm is a CRM tool developed by innoclix itself that works with AI. For example, it takes over contact details from business cards automatically and creates the contact and company in the CRM.

How does capturing business cards with innoclix crm work?

You send a photo or scan of the business card to an email address. The AI reads the details, creates the contact and company or enriches existing entries with information.

What does the AI do in innoclix crm?

The AI captures and analyses contacts and companies – for example from a business card sent by email. On top of that, there are further AI functions around contacts and companies.

How do contacts get into innoclix crm?

Via a central CRM mailbox: emails and business cards sent there are processed automatically by an AI agent on a schedule. Contacts can also be imported or created manually.

What happens in innoclix crm after a phone call?

Depending on the outcome, innoclix crm automatically creates the next steps – for example a call-back task for “Not reached”, or for “Interest” the status Interest, the task “Prepare offer” and a deal. The automations can be adjusted.

Can I manage multiple companies with innoclix crm?

Yes, innoclix crm handles multiple companies in one system. Contacts are assigned to companies and can be filtered by company.

Is innoclix crm already available?

Yes, innoclix crm is fully developed and already in use. You can request a demo using the form at www.innoclix.de/en/demo/.

How much does innoclix crm cost?

Information on pricing for innoclix crm is available on request. You can arrange a demo using the form at www.innoclix.de/en/demo/.

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