THE ONLY TOOL YOU’LL EVER NEED TO MANAGE YOUR WHOLE BUSINESS
Manage every aspect of your business with little to no effort. Assign projects, deal with accounting, and collaborate with your team. Manage leads and turn them into clients – all in one place.
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- Cancel Anytime
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Achieve More In Less Time
Create projects and assign them to your team members. Split them into more manageable tasks to help your team become more productive.
Optimize Your Employee Performance
Manage all key employee information including leaves, holidays, or training schedules. Set KPIs and track employee performance. Track their warnings, complaints, and awards.
Keep An Eye On Everything
Track time spent doing work and view timesheets to see how well your team members are dealing with the tasks assigned.
Manage Your Business, Projects, And Teams… With A Tool That Saves You Time And Money
CRM AI helps you make the most of your business
Grow your business on autopilot, with a business management tool that does all the “growing” for you. Stay up-to-date and keep track of time, finances, leads, and more! - in a single tool!
Keep Your House In Order, With One Tool
CRM AI Is The Smartest Way To Manage Your Business
Make faster and smarter decisions. Use an intuitive dashboard to get all the critical data about your company, and navigate between different parts of your business - from Project Management to HR - in just a few clicks.
Monitor Your Business From Your Favorite Apps
Third-party integrations make things easier. With CRMGo, you can collect payments using Paypal, a leading online payments platform, get notified about completed tasks with the ‘Twilio’ tool, and even earn your clients’ trust by integrating ‘Stripe’ and safeguarding the payment process!
Communicate With Your Team And Clients In Real-Time
Never miss a single piece of feedback ever again. Invite clients to communicate with you and discuss their projects right inside the tool. Invite your team members to discuss individual tasks. You can also use the built-in messenger to communicate with both your clients and team members in real-time!
Improve Your Team’s Productivity
Keep Your House In Order, With One Tool
CRM AI is a complete business management solution. With a SaaS license, you can rebrand it, adjust all branding elements, and offer all its amazing features to your audience on your terms – Without writing a single line of code!
Motivate Your Workers With Incentives.
Grade the performance of your employees, compare them with others, and track any complaints or warnings. Also use awards to keep them motivated and encourage them to grow
Make Job Delegations Easier
Create and track projects. Set budgets, assign team members, and get your work done. Split your projects into small, manageable tasks and help your team get their work done faster.
Get Work Done On Time
Generate timesheets and keep an eye on how long your employees take to complete their tasks. Easily track time on all the tasks that you complete – and allow your employees to do the same.
MANAGE YOUR TEAM BETTER, AND HELP THEM WORK MORE EFFICIENTLY.
Efficient Dashboard
Monitor your leads, projects, invoices, and staff from a single place. Get an overview of your tasks through pie charts and line graphs. Easily monitor projects’ statuses and do a lot more with an intuitive dashboard.
Task Management
Manage multiple tasks on the same projects without breaking a sweat. Increase priority of tasks and set new milestones easily. Create checklists, monitor work progress and attach files and comments to projects.
Project Overview
Get a statistical overview of your project’s expenses, budgets, progress, due date and many more. Update the status of your projects by simply choosing from a drop-down menu. Upload important files and keep tabs on every single activity.
Multi users & Multi Client interface
Appoint multiple users to multiple deals. Easily work with more than one client on the same deal and complete your deals faster.
Create New Management
Generate leads and create new projects based on them. Quickly assign users, budgets and deadlines to them. Organize your projects by adding labels, tags and product descriptions.
Timesheet
Create timesheets and easily assign tasks to projects. Allocate times and dates and improve general business efficiency.
Assign Roles & Permission
Restrict access to certain projects by defining permissions. Create user IDs for your teams and clients and assign unique roles to them. Control what you want your users to see by easily modifying permissions.
Managed Leads based on clients
Manage your generated leads and monitor them through their various stages. Easily assign users and clients to leads through a Kanban board system. Update prices and make notes on individual leads.
Track Project hours
Create timers and easily track how long you spend on projects. Generate automatic screenshots of timer and track work efficiency from anywhere. Set custom intervals for screenshots and save or delete them at will.
Calendar & Notes
Never miss important deadlines, tasks or projects again. Sync all your activities with the calendar module. Manage your plans on a daily, weekly, monthly and yearly basis. Keep notes, set reminders and get notified of everything.
Manage Estimates
Generate new estimates for your projects and easily assign clients, dates, taxes, and more. Edit and share existing estimates as you wish. Delete paid estimates and update their status. Make management easier with the aid of QR codes.
Invoice Management
Generate invoices for each project and get paid easily. Update existing invoices with additional orders and information. Set custom tax rates and let your clients pay through a secure payment gateway.
Slack Integration
Keep tabs on company activities by getting instant notifications of every action. Know what action gets performed and by who. Schedule events for later and easily rectify mistakes.
Chat
Easily initiate conversations from inside the WorkAI tool. Send and receive messages from anyone, anywhere and at any time. Communicate effectively and send documents from a single tab.
Expense Management
Create expenses for various categories of a project. Assign users to expenses and manage the amount and date of these expenses. Update existing expenses and attach files to support the evidence.
Zoom Integration
Set up and manage virtual meetings with ease. Generate unique links, share with clients and communicate efficiently. Integrate Zoom, sync it with your calendar, and get notified of upcoming zoom meetings.
Telegram Integration
Send instant, hassle-free messages from anywhere. Follow up your projects and always stay on track. Get notified of activities that interest you and stay on top of your projects.
Company Settings
Easily customize your system settings and tailor them to reflect your brand. Add currencies, symbols, positions, and more. Edit your company details, user emails, invoices, and times from the system settings module.
System Setup
Organize your leads and projects by assigning unique colors to them. Manage sources for lead generation and add payment methods with ease. Create product units, expense categories and modify your settings to suit your business needs.
Payment Gateway
Easily integrate Stripe, PayPal, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paystack and Paymentwall and get paid with no stress.
Support
Send your issues, questions, and suggestions with ease. Get prompt response and feedback to your inquiries.
Manage Mail Template
Create mail templates, view mail actions and manage the status of your templates.
Add users and clients
Add users and clients on projects. Control the actions your users and clients can perform. Let them see only approved projects, leads and invoices. Let users sign in securely with unique login IDs.
RTL Support
Expose your users to a user-friendly environment. Communicate using Hebrew, Arabic, Urdu and other RTL languages.
ChangeLog
Get new WorkAI updates on time and easily see new changes.
Frequently Asked Questions
Yes, it is possible to conduct Zoom meetings within CRM AI. To do so, you simply need to add your Zoom Account ID, Zoom Client ID, and Zoom Client Secret Key under the Zoom settings tab in settings menu
CRM AI offers a variety of globally recognized payment methods including PayPal, Stripe, Bank Transfer, Paystack, Flutter wave, Skrill, Coin gate, and many others.
Yes, it is possible to preview and edit the templates of invoices and emails in CRM AI. You can customize the templates to your liking. Additionally, we have created tutorials on how to do this, which can be found on the MEJ Labs Channel.
Yes, we do have an in-app messenger feature that allows you to easily communicate and stay updated without any disturbances. It’s a convenient way to stay connected and informed within the app.
Certainly! In CRM AI, you can access the Webhook Settings feature under the settings menu. This allows you to configure and manage webhooks for your CRM AI system.
We have our plans mentioned above. Note that we only charge you according to the plan pricing.
We understand that things change. You can cancel your subscription whenever you like, however we do not offer refunds for a billing period you’ve already paid for.
Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.
MEJ CRM AI is an AI-powered SaaS tool that helps you with organizing your task and with your daily operations. It also provides you with exactly what you require for your business to function efficiently. This way, you can save time and be more productive.
We have a dedicated support team that will help you with any issues you face. You can reach out to us at Live chat
Need help? Call our award-winning support team at +1 (916) 458-1447
Take Your Business To The Next Level
Manage Your Business, Projects, And Teams… With A Tool That Saves You Time And Money
Download MEJ CRM AI
Manage your customer relationships with Mej CRM AI. The app that uses artificial intelligence to help you create and update your customer profiles, communicate and interact with your customers, and provide and collect customer feedback.
Download today and see the difference.