SAM.AI

SAM.AI puts your CRM in your pocket.

Built for reps who work away from a desk, it opens on the things that need you today and gets out of the way.

MY DAY
Everything due today in one place: tasks, appointments, call reminders, email replies and notifications. Each card opens its own screen, so you can clear the day without hunting through menus.

RECORDS
Leads, deals, clients, partners, contacts and companies. Search across them, filter by folder, and open any record to see who it is, where the deal stands, and what has happened so far.

PIPELINE
Every stage with its deal count and value. Tap ae it, sorted by what closes soonest.
CAMPAIGNS
Sends, opens, replies and reply rate for both Campaign Manager campaigns and Appointment Setter sequences, side by side.
CONTACT PROFILES Engagement score, sales stage, deals, and the full, a note, a meeting or a task in a couple oftaps, and move a contact through your pipeline without opening a laptop.
DICTATE YOUR NOTES Press Speak instead of typing. Your phone turns notes box, and you can edit it before saving.
INBOX
Replies matched to the CRM record they belong to, read live from your own Gmail or Outlook account. Nothing is copied into SAM.AI.
REQUIRES AN ACCOUNT
SAM.AI is a business CRM. You will need an existing SAM.AI account from your organisation to sign in; the app does not create accounts.