A CRM that moves every opportunity forward.
CholaVerse sales agents capture leads, qualify opportunities, update your pipeline, prepare quotes and follow up at the right time — so your CRM becomes a system that runs the sales process, not another database your team has to maintain.
Traditional CRMs record the work. CholaVerse does the work.
Most CRMs tell your team what happened — a lead came in, an email was opened, a deal hasn't moved for twelve days. CholaVerse goes further: its AI sales agents understand the customer, decide what should happen next and carry out the approved action. They research a lead, update the record, create the opportunity, draft a personalised response, schedule the next task and prepare the quote.
Every action is recorded. Every decision has a reason. Every opportunity has a next step.
Watch an agent turn an enquiry into an opportunity.
One enquiry. One accountable agent. No forgotten next steps.
The pipeline, every deal and the numbers — in one place.
Everything your team needs to manage and grow relationships.
Sales agents work with the context other CRMs can't see.
CholaVerse CRM is connected to marketing, customer service, orders, inventory and operational data — so an agent knows when a lead came from a campaign, a returning customer bought a related product, a requested item is low on stock, or a quote would fall below margin.
Let agents assist, recommend or execute.
Apply different levels of autonomy by team, pipeline, customer type, opportunity value or action.
Built for everyday sales execution.
See the work completed — and the revenue it influenced.
Monitor your people, process and AI agents from one dashboard. Each metric connects back to the activities and decisions that affected it.
From disconnected leads to an agent-run sales process.
Stop managing records. Start progressing relationships.
Give your team an AI CRM that captures opportunities, maintains the pipeline, prepares the next action and follows through — while your people focus on conversations that need judgement.
Frequently asked questions
It combines customer and opportunity management with agents that reason about the information and perform approved sales activities — qualifying leads, maintaining records, recommending next actions, preparing follow-ups and progressing workflows.
Lead capture, enrichment, qualification, assignment, CRM updates, follow-up preparation, opportunity management, quote creation, task coordination and reporting. The available actions depend on your connected systems, permissions and policies.
You control which communications require approval. The agent can operate in draft-only mode, send after approval, or automatically send approved message types within your rules.
You define the characteristics and behaviours of a good opportunity. The agent scores each lead against them, gives a result and explains the factors — and you can change the model as your ICP develops.
Yes — the CRM can be structured around individual contacts, company accounts and the relationships between them, which suits B2B, wholesale, distributor and account-management workflows.
Where quoting and the relevant data are connected, an agent can prepare a quote on approved products, pricing and rules. Unusual terms, discounts or risk conditions can be escalated for approval.
Agents can recommend or apply pipeline updates from meaningful customer and sales events. You decide which changes are automatic and which need a person to review them.
Yes — it monitors inactivity, missed next steps, changing close dates and unanswered quotes, then recommends a recovery action, completes an approved follow-up or escalates to the owner.
Marketing activity connects to records and opportunities so sales sees where interest originated; before outreach, an agent can check for open complaints or delayed orders and pause or escalate accordingly.
It replaces a large amount of sales administration and repetitive follow-up, but not your team. People remain valuable for relationships, negotiation and judgement; agents handle the work around those conversations.
The AI-native business operator. Your people set the direction; AI agents work alongside them to execute.
London, N1 7GU, UK
