AI HUB / PRODUCT

Agentic CRM: The AI-Powered CRM That Works Alongside Your Sales Team

Lead scoring, quotations, pipeline tracking and smart follow-ups, so your team spends more time selling and less time updating records.

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IN SHORT

Agentic CRM is LYI's AI-powered customer relationship management product. It uses AI agents to score leads, prepare quotations, manage the sales pipeline and suggest next actions, helping sales teams focus on the leads most likely to convert.

Who is this for?

01Small and mid-sized businesses without a heavy, complex CRM
02Sales teams that struggle with follow-up discipline
03Founders who want clear visibility of the pipeline
04Businesses that send frequent quotations and proposals

A CLOSER LOOK

What is Agentic CRM?

Traditional CRMs store data, but they rely on people to update, remember and act. Busy teams miss follow-ups, quotations go out late, and promising leads get lost in the pipeline. Agentic CRM adds AI assistance to each stage. It helps decide which leads deserve attention first, drafts quotations, reminds you when to follow up and keeps the pipeline accurate with less manual effort.

Key features

01AI lead scoring: Ranks leads by likelihood to convert so your team prioritises well.
02Quotation support: Prepare and send quotations faster, using consistent templates.
03Pipeline management: See every deal and stage on one clear board.
04Assisted follow-ups: Timely reminders and suggested next steps for each lead.
05Easy lead capture: Bring in leads from forms, WhatsApp, email and tools like AI Card Scanner.

THE PROCESS

How it works

Capture. Leads flow in from your channels.

Score. AI ranks them by priority.

Act. Your team follows up, quotes and updates the pipeline with AI assistance.

Close. Track outcomes and learn what works.

Example use cases

01A new website enquiry is scored and assigned within minutes
02A quotation is drafted from a template and sent the same day
03A manager sees which deals are stuck and why
04A team receives reminders for leads that have gone quiet

Why choose LYI for Agentic CRM

01Agent-assisted, human-led: AI supports decisions; your team stays in control.
02Built for fast adoption: Simple enough for teams that do not want a complicated CRM.
03Part of a wider ecosystem: Works with WhatsApp automation, card scanning and email tools.

COMMON QUESTIONS

Frequently asked questions

What is an agentic CRM?

It is a CRM that uses AI agents to help with tasks such as scoring leads, drafting quotations and suggesting follow-ups, instead of only storing contact records.

How does AI lead scoring work?

The system looks at lead information and activity to estimate which prospects are most likely to convert, so your team can focus on the best opportunities first.

Can it create quotations?

Yes. Agentic CRM supports quotation preparation so your team can respond faster with consistent, professional documents.

Is it suitable for small businesses?

Yes. It is designed to be practical for growing teams, not just large enterprises.

Can I connect it to WhatsApp and other tools?

LYI's WhatsApp Automation, AI Card Scanner and other tools are designed to work with it. Ask us about your specific setup.

NEXT STEP

Ready to get started?

See how Agentic CRM can help your team follow up faster and close more deals.