The CRM where AI
works the pipeline.
A voice agent rings every new lead in about ninety seconds. Agents you hire from a chat score, assign and follow up. Every call lands as a transcript on the lead. Your team keeps the closing. Unlimited users on every plan.
Everything a sales team touches,
in one place
Capture, qualify, call, quote, close, support. Ten modules your team uses every day, with AI sitting inside the ones that used to wait on a person.
Leads AI
Every source lands deduped with its origin. Agents score, tag and round-robin assign. A voice agent calls before a rep has opened the email.
Pipelines AI
Drag deals through stages. Filter by owner, source, value or activity. Watcher agents flag stale deals and SLA misses before they cost you.
Calls AI
IVR routing, SIM call tracking and recordings on the lead. Every call, human or AI, gets a transcript, a summary and a next step.
Tickets AI
Support after the sale, linked to the customer. Triage agents categorise and route; SLA watchers chase anything about to breach.
GST invoices
Raise a GST invoice from a won deal without retyping. Invoice data is reachable to AI Studio and MCP through the CRM’s invoices tools.
Quotations
Build quotes from templates, send them from the lead and track the yes. Travel teams get AI-drafted proposals in the same flow.
Tasks & calendar AI
Follow-ups, site visits and callbacks on one calendar. A callback booked by a voice agent becomes a task on the right rep automatically.
Bookings page AI
A public page where customers pick a real free slot. Voice agents book into the same free slots when they transfer or schedule a callback.
Lead forms
Build forms for your website, landing pages and WhatsApp campaigns. Submissions land as leads with the source and the answers attached.
Teams
Roles, teams and locations decide who sees what. Managers see their team, users see their own records, admins see the workspace. 2FA included.
Analytics AI
Funnels, source performance, team scorecards and response times. Ask AI Studio the question instead of building the report.
Tags, locations & templates
Tag rules drive assignment pools. Locations scope teams. Message and quote templates keep every rep on the approved wording.
Captured, scored, owned and called AI inside
Leads arrive from website forms, Meta Lead Ads, WhatsApp, 99acres, Housing.com, Magicbricks, JustDial, Google Sheets and email. They land deduped with the source. Then the agents take over.
- Triage agent scores and tags on arrival AI
- Round-robin pools with tag rules and fallback owners
- Voice agent calls within about ninety seconds AI
- Full timeline: field changes, calls, tasks, agent actions
+91 98XXX 12345 · Housing.comHot · 84
+91 90XXX 88421 · Meta AdsWarm · 62
+91 98XXX 99012 · 99acresNew · 41
Every call written down AI inside
Route inbound calls with IVR. Track calls made from a rep’s own SIM. Record everything on the lead. Then let the model do the paperwork: transcript, summary, intent, objections and the next step, for human and AI calls alike.
- IVR and SIM call tracking, recordings on the lead
- Transcript, summary and next step on every call AI
- Full-text search across all transcripts AI
- Exotel, Plivo, Twilio, Tata Smartflo, MyOperator and more
Priya R. · 04:12 · recordedSummarised
Routed to Sales · West · 02:47Lead created
Qualified · 01:36 · transferred to Priya R.Hot
From first yes to paid, without retyping
Move the deal across stages, send a quotation from the lead, raise the GST invoice when it is accepted, and open a ticket if support is needed after. One customer record, one timeline, no spreadsheets in between.
- Quotations and GST invoices from the deal
- Watcher agents flag stale deals and SLA misses AI
- Nightly data-quality fills from transcripts AI
- Funnels, source performance and team scorecards
Not a chatbot bolted on.
A sales team that never sleeps.
Voice agents on the phone, agents in the pipeline, a model in every transcript and a chat that already knows your business. You approve, it executes, everything is logged.
Voice AgentsA new lead arrives. Ninety seconds later, their phone rings.
The agent introduces itself as AI, qualifies in the lead’s language, then transfers to a named or least-loaded rep, books a callback in a real free slot, or logs and retries after four hours, then a day, up to three attempts. It answers inbound too. Mid-call it can leave notes, move the lead status and book a slot. Afterwards the transcript, summary and recording sit on the lead, a WhatsApp follow-up goes out and the callback becomes a task.
AI AgentsHire an agent with one job
Score leads. Auto-assign round-robin. Run follow-up ladders. Watch for stale leads and SLA misses. Send coaching digests. Each runs every 30 minutes, on arrival, twice daily, nightly or weekly.
Call intelligenceEvery call transcribed, summarised, searchable
Intent, objections and next step on every call, human or AI. Search every conversation your team has ever had.
AI StudioA chat with your whole CRM already connected
Leads, tickets, tasks, calls and transcripts, forms, invoices, team and analytics, all in context. Reads are instant. Anything that sends, spends or hires shows an approval card first. Threads, Agents, Approvals, Context, Connections and a Run log in one place. Managers see the workspace; users see their own and their team’s records.
Campaign StudioAds that learn from your pipeline
Meta Ads, Google Ads and ChatGPT Ads connected. Reads are free. Every budget or creative change is an approval card. CRM outcomes flow back to the platforms.
AI Creatives & VideoAd creatives from a sentence
Ad creatives, social posts, posters, banners and product shots with your exact copy rendered. Start from reference images or a PDF brochure. Short videos up to 148 seconds.
Travel AIA proposal drafted from the brief
Drafts a travel proposal from a lead’s brief, revises inclusions and terms, looks up seasonal net rates and sources destination photos. It never sends, publishes a link, issues a voucher or takes payment without approval.
Context memoryIt knows your brand, your claims, your rules
Brand, approved claims, preferences, facts and agent briefs live in Context. Upload PDF, .docx, photos or CSV, or link Google Docs, Sheets, Drive or Dropbox. Text only, prompt-injection stripped. Attach up to 4 files or images per chat message.
GuardrailsAutonomy with a leash you hold
One model per agent, a tool ceiling, a daily credit cap and working hours. Names and phone numbers become tokens before a prompt is built. Every write is approval-gated by default, every run is logged, and Undo replays an agent’s writes in reverse. Voice agents keep a consent record, honour DNC lists, call only 8am to 9pm in the lead’s timezone and carry a non-editable AI disclosure. “Stop calling me” revokes instantly.
Plugs into where your leads
and calls already are
No new phone number to publish, no new ad account to open. Graciax connects to the sources, carriers and AI tools you use today.
Lead sources & channels
Every enquiry lands as a lead with its source attached, deduped and ready for the agents.
Telephony & IVR
IVR routing, SIM call tracking and recordings with the carrier you already pay. Voice agents run on Twilio, Exotel, Tata Smartflo, Plivo or any SIP trunk.
AI, ads & your own tools
Pick the model per thread or bring your own key. Run ads from the CRM. Or talk to your CRM from the AI you already use over MCP.
Talk to your CRM from Claude, Cursor or Claude Code.
Graciax CRM ships a first-class MCP server. Your assistant can search leads, read call transcripts, pull team KPIs, create tasks and draft travel proposals, with exactly the permissions of the person holding the key.
- One-click connector for Claude.ai. OAuth sign-in, no key to copy. Cursor and Claude Code take a single API key.
- 80+ tools across CRM and travel. Leads, calls and transcripts, tickets, tasks, invoices, forms, analytics, proposals and vouchers.
- Keys inherit the creator’s role. Admin keys see the workspace, managers their team, users their own records. Every call is audit-logged.
- 1 MCP seat free on Startup. More seats available as an add-on.
search_leads list_call_logs- Priya R. (3 open leads), Sunil M. (5), Kavita D. (4)
- Round-robin gives 4 / 4 / 3
- Assignment is a write: approval card ready
assign_lead create_taskSet up for how your industry sells
Pick the pack that matches your trade. Same modules, same AI, tuned to how your industry sells.
Travel AI
Enquiry to proposal to voucher. Travel AI drafts the proposal from the brief, looks up seasonal net rates and sources photos. Suppliers, payments and vouchers in the same flow, every send behind an approval.
Real estate AI
99acres, Housing.com and Magicbricks feed straight into the pipeline. Voice agents qualify budget and location, then book the site visit into a real free slot.
Recruitment
Candidates as leads, roles as pipelines. Forms for applications, calls with recordings and transcripts, tasks for interviews and follow-ups.
Ecommerce & D2C AI
WhatsApp Business and Meta Lead Ads in, tickets and GST invoices out. Campaign Studio ties ad spend to what actually converted.
Contracting
Site enquiries to quotations to invoices. Tasks per job, tickets for snags, tags and locations to keep crews and sites straight.
Fitness & Salon AI
Trials and appointments through the public bookings page. Messenger agents run the follow-up ladder on WhatsApp, with every send waiting for your approval.
The CRM in your rep’s pocket
Calls made from the phone’s own dialler are captured on the lead with the recording. Push alerts for new leads and approvals. One tap to call, SMS or WhatsApp. Works offline and syncs when the signal returns.
- SIM call tracking from the native dialler
- Push alerts for new leads, tasks and approvals
- Transcripts and summaries on every logged call AI
- Android on Google Play. iOS app available too.
Dialler call · 03:20 · recordedLogged
Task · send brochure · todayDue
9 WhatsApp follow-ups draftedApprove
Three plans. Unlimited users.
AI metered from one wallet.
Micro, Small and Startup, each with unlimited users. MCP, SIM call tracking and IVR are add-ons, with IVR free on Startup. AI runs from one prepaid wallet with no per-seat AI fee. Tell us your team size and workflow and we will shape the right plan.
See Plans & Add-onsStraight answers about Graciax CRM
Does the AI really call my leads?
What can an AI agent do without asking me?
Which telephony providers work with Graciax CRM?
Can I use Claude or Cursor with my CRM data?
Is my customer data sent to the AI provider?
How is Graciax CRM priced?
Is there a mobile app?
Put an AI agent on your
pipeline this week.
Book a demo and watch a voice agent call a test lead, an agent triage your real pipeline, and Claude answer questions about your sales.