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The sales engine behind every closed deal

iSales is a sales CRM that brings leads, follow-ups, AI insights, and your sales pipeline together, helping your team know what to do next and move opportunities toward close.

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ONE CRM. EVERYWHERE YOU SELL.

Everything your sales team needs, wherever work takes you.

Manage leads, deals, follow-ups, and customer information from one CRM across web and mobile, with AI-powered insights to help your team know what to do next.

Your leads, always within reach.

View and manage leads, contacts, and sales activity from your phone, even when you're away from your desk.

Know what needs your attention.

See overdue, upcoming, and today’s follow-ups from one mobile workspace, so important sales activities don't get missed.

Turn activity into useful insight.

Use AI-powered summaries and insights to make sense of conversations and sales activity.

Give your team the full picture.

Keep leads, customer information, activities, and opportunities visible in one shared workspace.

Stay ahead of what changes.

See new leads, activities, follow-ups, and important updates as your sales workflow moves forward.

BUILT AROUND YOUR BUSINESS

Your CRM.
Your Sales Process.

Our team sets up iSales CRM around your sales process and business needs, so your team can work with a CRM that fits the way your organization sells.

Book a Demo
See how iSales CRM can fit your workflow

ONE CRM. EVERYWHERE YOU SELL.

AI that takes care of more of the sales work.

From making initial prospect calls to understanding conversations, follow-up outcomes, and customer information, iSales uses AI to reduce manual work and give your team useful information when they need it.

iSales.
AI Cold Call
Ready
SH

Jesse Mann Verified Lead

Apex Global Systems · Senior Executive

Enterprise Software · $450M ARR AI CALL READY

AI will ask relevant qualifying questions and capture the response.

Connecting to Jesse Mann

Apex Global Systems · +1 (415) 890-2100

Connecting voice stream
Active Live Call 00:14
AI Voice Assistant
iS
iSales AI
“Hi Jesse, thanks for taking my call. Are you currently working with any development partners or staffing vendors?”
Jesse Mann (Apex Global) Verified Audio
Speaking...
SH
Listening…
Understanding conversation
Customer Intent
Looking for additional development capacity
High intent
Requirement
Upcoming project requiring additional resources
Q4 Launch
Current Setup
Working with two development vendors
Vendor evaluation

AI-Generated Outcome

Overall Summary

Prospect is exploring additional development capacity for an upcoming project and is open to evaluating another development partner.

Customer Intent
Looking for additional development capacity
Requirement
Upcoming project requiring additional resources
Current Setup
Working with two development vendors
Recommended Next Step
Schedule a discovery call with technical lead
Lead: Jesse Mann · Apex Global Systems Saved to CRM Pipeline ✓
SH

Jesse Mann

Apex Global Systems

Follow-up overdue
Due Date Jul 9, 2026 · 05:40 PM

AI cross-references email threads and historical notes to prescribe the next optimal action.

Analyzing Follow-Up Signals

Cross-referencing timeline & communication history...

Follow-Up Intelligence

AI Summary

Prospect remains interested but requires additional development capacity for an upcoming project.

Suggested Action
Reschedule discovery call
AI generated personalized 1-click email draft ready for dispatch.
Jesse Mann · Due Jul 9, 2026 Suggested Timing: Today 2:00 PM

Meeting Notes

Recorded 14m ago
“Discussed upcoming development requirements, current vendor setup, and potential need for additional engineering resources.”

Transform messy unstructured notes into clean, categorized CRM fields in seconds.

Structuring Discussion Notes

Extracting requirements, vendor context & next steps...

Discussion Recap

Requirement
Additional engineering capacity
Staffing & Dev
Customer Context
Currently working with two vendors
Active Contract
Next Step
Explore additional development partnership
Actionable
Parsed from 1 meeting note block

iSales scrapes public registries, tech stacks, and firmographics.

Turn a single website URL into a rich, structured enterprise account profile.

Finding company information…

https://apexsystems.com

Enriched Company Profile

Apex Global Systems

AI enriched ✓

Enterprise Software & Technology Services

apexsystems.com
Headcount1,200–5,000 employees
HeadquartersSan Francisco, CA
99.4% confidence score from 3 data sources

Drop meeting notes or screenshot

Supports whiteboard photos, handwritten notes & chat screenshots

AI automatically parses handwritten or screenshot text directly into structured CRM records.

meeting_whiteboard_note_jul9.png
Lead: Jesse Mann @ Apex Global
Req: Need +3 senior full-stack devs for project
Status: Currently evaluating outside partner
Action: Schedule deep-dive discovery
Extracting structured CRM entities…

Information Extracted

Customer
Jesse Mann
Company
Apex Global Systems
Requirement
Additional development capacity
Next Step
Discovery call
100% OCR match mapped to iSales schema

SEE WHAT MATTERS

Your entire sales day,in one clear view.

iSales brings leads, customer activity, follow-ups, and deals together so your team can instantly see what needs attention and what to do next.

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SEE HOW iSales CRM COMPARES

iSales CRM vs Pipedrive vs Zoho CRM

Compare the CRM experience, not just the feature list. iSales CRM focuses on the essential tools your team needs, with a simpler interface, quicker adoption, and built-in AI assistance.

Feature
Lead Management
Simple & organized
Advance & visual
Advanced & feature-rich
Follow-up Managment
Built-in & easy
Available
Available
Overdue Follow-Up Tracking
Clear Visibility
Available
Available
Sales Pipeline
Simple & visual
Advanced & customization
Advanced & customization
Deal Management
Simple & focused
Advanced
Advanced
AI Sales Assistance
Built into workflow
Available
Available
AI-Follow-Up Intelligence
-
-
Dashboard & Reporting
Simple & focused
Detailed
Advanced
User Interface
Clean & intuitive
Feature-rich
Feature-rich
Learning Curve
Low
Moderate
Higher
Setup
Quick & Simple
Moderate
Requires more configuration
Overall Experience
Simple & focused
More advanced
Broad & feature-rich

Frequently Asked Questions

Frequently Asked Questions

Find answers to common questions about iSales CRM, getting started, AI features, and account security.

Still have questions?
Talk to our team

Yes. iSales CRM is free for up to 3 users and includes lead management, follow-up tracking, deal management, activity logging, and core AI-powered features to help teams stay organized and productive.

The iSales CRM mobile app is coming soon. We’re actively building a mobile experience that will allow sales teams to manage leads, update activities, track follow-ups, and access customer information from anywhere.

It takes less than two minutes to create an account and start adding leads. No technical knowledge, onboarding calls, or training manuals required.

Yes. The free plan includes access to iSales CRM’s core AI-powered features, including Discussion Recaps, AI Outcome Summaries, Company Auto-Enrichment, and Image-to-Text Data Extraction. These features help sales teams save time, reduce manual data entry, and keep customer information organized without additional cost.

Definitely. All your sales data is encrypted, backed up, and synced securely across your devices so you can access it anytime, anywhere.

It’s ideal for freelancers, consultants, startups, field sales teams, remote or hybrid teams, and business owners who want a simple, effective way to manage leads and close deals without complex systems.

SEE HOW iSales CRM COMPARES

Start selling with less work
and more clarity.

Set up your CRM, organize your sales workflow, and start managing leads and follow-ups in minutes.


    Free for up to 3 users · Quick setup · No complicated onboarding
    iSalesCRM is an AI-powered CRM that helps sales teams manage leads, stay on top of follow-ups, and keep deals moving forward, all in one place.
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