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CetaCRM

Intelligent Customer Management System

CONNECT CUSTOMER ACTIVITY TO INTELLIGENT SALES EXECUTION

CetaCRM automatically captures meetings, calls, emails, and customer interactions to generate AI-powered sales intelligence and workflow execution.

CetaCRM Voice Management — Voice Summary TableCetaCRM Customer Management menu and lead tableCetaCRM SalesAssistant creating a contact
AI Lead Score & SPIN Sales Analysis
Approval rules evaluation chat
VIP Customer AI Action Recommendation

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Traditional CRM vs CetaCRM

Traditional CRM

System of Record

  • Manual data entry by sales reps
  • Updates lag behind reality by days
  • Offline activity rarely captured
  • Forecasts depend on subjective inputs
  • CRM tracks history but doesn't guide execution

Intelligent Customer Management

System of Execution

  • Offline visits structured automatically
  • Real-time deal and account intelligence
  • Autonomous capture across every channe
  • Forecasts grounded in live operational signal
  • Playbooks enforced on every interaction

CetaCRM Capabilities

From Raw Audio Signals to Structured Business Decisions — Full-Pipeline Intelligent Processing

AI Processing Pipeline
1
Audio Preprocessing

Adaptive Noise Cancellation + Echo Cancellation — ensures voice clarity

2
Speaker Diarization

Accurately distinguishes sales reps from customers, identifies roles based on voiceprint recognition

3
Multilingual Transcription

Supports 81 mixed-language recognition , automatic industry terminology calibration

4
LLM Extraction

Customer Profile · Relationship Graph · Custom Structured Data

Business Module Panorama
AI Agent Hub

Automated workflow orchestration · Cross-module command distribution · Global state management

Decision Support & Analytics

Win probability prediction

Data Governance

Automatic cleaning & deduplication

Lead Management

Intelligent scoring & assignment

360° Customer Interaction View

Omnichannel Interaction Timeline

Opportunity Management

MEDDIC Scoring Engine

Contract Management

Intelligent Approval Workflow

Embedded Enterprise App Integration
SalesforceEmailIMLBS tracking
Modular & Extensible
On-Demand CRM Capability Assembly
MarketingService DeskE-Commerce

See CetaCRM in Action

Slide your cursor across the strip below to scrub through real product screens

Lead ManagementCustomer 360°Opportunity AnalyticsVoice Intelligence
Lead Management1 / 4

Put CetaCRM to Work
for Your Revenue Team

Practical scenarios where CetaCRM moves the needle — from first touch to renewal.

Explore all use casesTalk to sales
01 · AUTOMATION

Automate sales execution

Let agents draft outreach, schedule next steps and update CRM records the moment a meeting ends.

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▲Automation
02 · FIELD INTELLIGENCE

Capture offline customer intelligence

Turn field visits, dinners and in-person workshops into structured CRM intelligence automatically.

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▲Field Intelligence
03 · PRODUCTIVITY

Reduce CRM admin overhead

Give reps back hours each week by eliminating manual data entry and status updates.

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▲Productivity
04 · METHODOLOGY

Standardize sales methodology

Enforce MEDDIC, SPIN or your custom playbook through AI-assisted qualification on every deal.

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▲Methodology

FAQ

Traditional CRMs depend on reps to manually log activity after the fact. Between competing priorities and offline interactions that never get entered, records drift from reality within days. CetaCRM removes the manual step by capturing activity at the source.