The AI-native CRM that fills itself
Every WhatsApp, voice and email conversation creates and updates contacts, companies, deals and lead scores. Nobody types a note.
Example pipeline. Names and amounts are illustrative — and the cards move. Try one.
New
10% win · 2
Festive hamper enquiry
Example contact
₹18,000WhatsAppstage 1 of 4Franchise callback
Example contact
₹2,40,000Voicestage 1 of 4
Qualified
35% win · 1
Bulk order, 400 units
Example company
₹2,50,000WhatsAppstage 2 of 4
Proposal
60% win · 1
Annual supply contract
Example company
₹9,60,000Emailstage 3 of 4
Won
100% win · 1
Corporate gifting
Example company
₹1,20,000Voicestage 4 of 4Won stages stamp the status and close date for you.
Follow one customer from first message to won
On the left, what happened. On the right, what the CRM wrote without anyone opening a form. This is an illustrative record.
10:02WhatsApp
“Do you do bulk orders? We need about 400 units.”
- Contact created or matched
- Company linked
Contacts and companies that fill themselves
Every channel writes to one contact record, linked to its company. Duplicate contacts merge, so one person is one row no matter how many ways they reach you.
10:04Agent
Agent confirms quantity, delivery city and budget.
- Deal created in “New”
- Value set from the conversation
Pipelines and deals
Model each sales process as a pipeline of ordered stages with win probabilities. A deal sits in exactly one stage, and it is created by the conversation rather than by a form.
10:05Score
Lead-scoring rules re-run against the new behaviour.
- Score recalculated
- Grade moves from C to B
Lead scoring with a reason
Define rules: a signal, an operator, a value, and points. The score sums the rules that match and returns an A–D grade with a per-rule breakdown, so a high score is never a black box.
14:30Voice
Follow-up call. Customer asks for a written quote.
- Call and summary added to the timeline
- Task created: send quote
One unified timeline
Every message, call, note, task, and deal move on a contact or company merges into a single feed. Support sees the sales history; sales sees the support history.
Day 3Email
Quote accepted by reply.
- Deal moved to “Won”
- Status and close date stamped
Won and lost, stamped for you
Moving a deal onto a won or lost stage sets the status and stamps the close date automatically. Nobody back-fills a date at quarter end.
The same deal, in the console
Drag a deal to its next stage, open it, and the WhatsApp chat that created it is already on the contact's timeline.
A lead score that shows its working
You write the rules. Each one is a signal, an operator, a value and a number of points. The CRM adds up the rules that match and hands back the grade with every line item, so a rep can see why a lead is a B before they call.
- A
- 75+
- B
- 50–74
- C
- 25–49
- D
- 0–24
Grade bands as published in the lead scoring reference.
Example score breakdown — flip a rule and watch the grade
Grade B
Shape it to your business
- Custom fields
- Add the fields your business actually tracks, then read and write them over the same API as the built-in ones.
- Saved views and search
- Keep the segments your team works from, instead of rebuilding a filter each morning.
- Dedup and merge
- Find duplicate contacts and merge them, so one person stays one row across WhatsApp, voice and email.
- Bulk actions, import and export
- Bring existing records in, push changes out, and act on many rows at once over CSV and the API.
- Notes and tasks
- Add a note or a follow-up task to a record. Both land on the same timeline as the conversations.
The same record, over the API
Use the cm_ key you already use for model calls. Grant it only the CRM scopes this integration needs.
Create a deal
POST /api/v1/crm/deals
curl -X POST https://api.callmissed.com/api/v1/crm/deals \
-H "Authorization: Bearer cm_your_api_key" \
-H "Content-Type: application/json" \
-d '{
"title": "Bulk order, 400 units",
"pipeline_id": "11aa…",
"value": 250000,
"currency": "INR"
}'Leave out stage_id and the deal starts in the first stage of the pipeline.
Move it to a stage
POST /api/v1/crm/deals/{deal_id}/move
curl -X POST https://api.callmissed.com/api/v1/crm/deals/7f3e…/move \
-H "Authorization: Bearer cm_your_api_key" \
-H "Content-Type: application/json" \
-d '{ "stage_id": "22bb…" }'Landing on a won or lost stage sets status and stamps closed_at for you.
Read the timeline
GET /api/v1/crm/timeline
curl "https://api.callmissed.com/api/v1/crm/timeline?entity_type=contact&entity_id=9c1d…&limit=50" \
-H "Authorization: Bearer cm_your_api_key"Works for a contact or a company. Filter with types=call,note,deal.
Questions about the CRM
- How is this different from a normal CRM?
- A normal CRM is only as good as what your reps type into it, and reps do not type. CallMissed populates the CRM from the conversations themselves: every WhatsApp, voice, and email interaction creates and updates contacts, companies, deals, and lead scores. The record is a by-product of doing the work, not extra work.
- What can the CRM actually store and do?
- Contacts and companies with custom fields; pipelines with ordered stages and win probabilities; deals that auto-stamp their status and close date when they reach a won or lost stage; lead scoring rules that produce an A–D grade with a per-rule breakdown; notes and tasks; a unified activity timeline per record; saved views, search, dedup/merge, bulk actions, and CSV import/export.
- Is the CRM available over an API?
- Yes. Companies, deals, pipelines and stages, notes, tasks, custom fields, saved views, lead scores, search, CSV import and export, and the timeline are documented REST resources you call with your cm_ API key. Contacts can also be listed, created and updated through the CallMissed MCP server. See the CRM reference in the docs for the full field tables and scopes.
- Does lead scoring explain itself?
- Yes. Each score returns the per-rule breakdown, which rules matched and how many points each contributed, so a grade is auditable rather than a mystery number.
- Can I bring my existing contacts in?
- Yes. Import over CSV or the API, and export the same way. The CRM is a system of record you can move data through, with bulk actions for large changes.
Give your team a CRM that stays current
New accounts get a one-time 1,000 credit signup bonus. The records start writing themselves with the first conversation.







