Do I need a separate CRM?
Clients.ai includes a built-in AI-powered CRM—no other tools needed.
Do I need a separate CRM?
No. Clients.ai includes a complete AI-powered CRM built right in. Your agents automatically:
- Capture and store all leads
- Enrich contact data with company info, titles, and social profiles
- Track every interaction and engagement
- Segment leads by status, source, and behavior
- Manage follow-ups and nurture sequences
Everything runs on autopilot—no manual data entry, no switching between tools.
What Clients.ai connects with:
- Calendar apps (Calendly, Cal.com) so Agents can book meetings
- Payment pages (Stripe, ThriveCart) so Agents can drive sales
- Email (Gmail, Outlook) for sending personalized messages
- Social platforms (LinkedIn, Instagram) for DMs and content
Data Export:
You can export your leads anytime if needed:
- Go to Leads
- Apply filters (by Flow, date range, status)
- Click "Export" → Choose CSV/XLS
- Include enrichment data and engagement columns
But most users never need to—everything you need is already in Clients.ai.
Related Articles
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Social Media Integrations
Connect LinkedIn, Pinterest, YouTube, and Reddit for automated posting.
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