Features

Everything you need to win & serve clients.

Customier pairs a full CRM with a team of AI agents. Here's what each part does for you.

AI Agents

A workforce that never sleeps.

Spin up SDR, research, follow-up and support agents that work your pipeline around the clock. You approve; they execute.

  • Prospect and enrich new leads automatically
  • Qualify, score and route to the right stage
  • Human-in-the-loop approvals and guardrails
CRM & Pipeline

Every deal, in one place.

Leads, contacts and deals with every email, call and next step tracked automatically — no more spreadsheet archaeology.

  • Visual pipeline with drag-and-drop stages
  • Auto-logged activity and reminders
  • Full contact and company timelines
Client Delivery

Won deal to delivered work.

Turn a closed deal into projects, tasks and roadmaps so nothing slips between sales and delivery.

  • Projects, tasks and milestones
  • Team assignment and time tracking
  • Client-ready status and updates
Outreach & Invoicing

Reach out, then get paid.

Agents draft and send personalized email and LinkedIn sequences, then estimates, contracts and invoices flow automatically.

  • Personalized multi-step sequences
  • Reply detection and clean hand-off
  • Estimates, contracts and invoices in one click

See your pipeline run itself.

Start free and put your first agent to work in minutes.

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