Free during trial

AI CRM Agent

A practical AI agent for business teams that need one place for contacts, leads, accounts, deals, and tasks — without the setup overhead of enterprise CRM software.

What the CRM agent does

  • Contacts, accounts, and leads in one searchable workspace
  • Deal pipeline with a drag-and-drop kanban board
  • Tasks, calendar, and activity tracking per contact or deal
  • Custom fields and reporting built for how your team actually sells
  • Team collaboration and role-based permissions

Frequently asked questions

What is the pickMyAIAgent CRM agent?

It is an AI-assisted CRM workspace for managing contacts, leads, accounts, deals, tasks, and reporting — built as one of pickMyAIAgent's AI agents for business workflows.

Is the AI CRM agent free?

Yes. The CRM agent is completely free during our current trial period, with no credit card required.

Who is the AI CRM agent for?

Founders, agencies, and small sales teams who want a practical, no-code CRM without the complexity of enterprise CRM software.

Does the CRM agent integrate with other pickMyAIAgent agents?

Yes. It is part of the same platform as the LinkedIn content agent, Relay support agent, and PickYourPic event photo agent, so contacts and activity stay in one place.