AI CRM

A pipeline that populates itself.

Nobody on your team writes up a conversation again. The AI agent that answers your leads is the same thing that files them, so the pipeline you open on Monday reflects every message that came in over the weekend — with the budget, the timeline and the whole transcript already on the card.

EJ Real Estate, Muscat — five separate tools folded into one system, with the agent writing into it.

What actually changes

  • Your reps stop doing data entry. There is nothing left to type up after a call.

  • Every lead card says where the lead came from, what they asked for, and what was said.

  • A closed deal moves straight into invoicing and reporting, because it never left the system.

What it does

Records write themselves.

Every conversation the agent has becomes a complete record: contact, stated preferences, budget, timeline, source, next action and the full transcript. It is written while the conversation is happening, not reconstructed afterwards.

One pipeline for every channel.

WhatsApp, Instagram, phone calls, web forms and email land on the same lead card. Nobody asks where a lead came from, and the same buyer messaging twice does not become two leads.

Priority is read from the conversation.

Buying intent and the next best action are inferred from what the buyer actually said and kept current as the thread continues, rather than depending on a rep remembering to change a dropdown.

Stalled leads get picked back up.

Anything that has gone quiet is followed up on a schedule you approve, in the lead's language, until they respond or opt out. The dead half of the pipeline stops being dead weight.

It sits inside the rest of the business.

The CRM is one part of a suite of 120+ connected modules covering finance, HR, payroll, inventory, projects, manufacturing and POS. A signed deal becomes an invoice in the same system that holds the conversation that won it.

The details

What's included
Pipeline and stages, contacts and companies, quotations, tasks, forecasting and reporting, plus the AI agent that feeds all of it.
Migration
Leads, contacts, pipeline history and notes are migrated from Salesforce, HubSpot, Zoho, Pipedrive, spreadsheets or a custom system as part of onboarding.
Without the agent
The CRM runs perfectly well on its own. It is worth saying plainly that the records only fill themselves when the agent is switched on.
Model
The agent runs on Midnight, 4Ys's AI system, which routes each task to a suitable foundation model from vetted third-party AI providers, under 4Ys's own instructions, guardrails and knowledge controls.
Interface
English and Arabic throughout, with real right-to-left layout and typesetting, so an Arabic-first team can work entirely in Arabic.
Hosting
Infrastructure managed by 4Ys, with daily automated backups and each client's data kept separate. Self-hosting on your own infrastructure is available.
Time to live
Two to four weeks from the first call to a live system with your existing data migrated in.

Questions we get asked

What is an AI CRM?

An AI CRM is a customer system where an AI agent does the writing. In the 4Ys platform the agent answers inbound enquiries on WhatsApp, Instagram, calls and web forms, qualifies them in conversation, books meetings, and files a complete record — contact, budget, timeline, source and full transcript — without a salesperson typing anything up.

How is this different from Salesforce, HubSpot or Zoho with an AI add-on?

Those systems added AI on top of a database, so the AI assists the person doing the data entry. 4Ys was built the other way round: the agent holds the conversation and writes the record, and the salesperson is brought in for negotiation and judgement. The practical difference is who fills the fields.

Can existing CRM data be migrated?

Yes. Leads, contacts, pipeline history and notes are migrated from Salesforce, HubSpot, Zoho, Pipedrive, spreadsheets or a custom system as part of onboarding, and the migration is checked with the client before the old system is retired.

Does the CRM work without the AI agent?

Yes, the CRM runs standalone with pipeline, quotations, tasks, forecasting and reporting. The records only fill themselves when the agent is switched on, which is where most of the value sits.

Where is the data hosted?

On infrastructure managed by 4Ys, with daily automated backups and each client's data kept separate from every other client's. A deployment can also be handed over to a client's own infrastructure, in any region, with full documentation. Client data is never shared with other clients or used to train models for them.

Does it work for an Arabic-first team?

Yes. The interface, the agent and support are all available in Arabic, with real right-to-left layout and typesetting rather than a mirrored English screen, so a team can operate entirely in Arabic if they prefer.

Start with your current pipeline.

Show us how leads reach you today and where they get lost. We'll tell you what the agent would take off your team, and what it wouldn't. Or message us directly on WhatsApp.