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Build Your Agentic Workforce with AI-Powered CRM

Empower your SMB with enterprise-grade intelligence. Unify CRM, ERP & SFA, harness AI augmentation, and compete with global giants.

The Complete Enterprise Data Ecosystem

Eliminate silos and unlock real-time intelligence across your entire business

Unified Data Spine

Integrate CRM, ERP, and SFA into one seamless platform. No more data silos or manual reconciliation.

Living Knowledge Base

Transform unstructured data into actionable intelligence. Preserve institutional wisdom and accelerate onboarding.

Real-Time Intelligence

Access live inventory, pricing, and customer data instantly. Make decisions with complete, up-to-date information.

Built-to-Suit CRM

Custom-tailored solutions for your unique workflows. No forced adaptation to generic software.

The AI Trinity: Your Augmentation Engine

Three powerful AI capabilities working together to supercharge your workforce

1

Predictive AI

"What will happen?"

  • Forecast sales based on historical patterns
  • Score leads by conversion likelihood
  • Identify deal risks before they materialize
  • Optimize resource allocation
2

Generative AI

"What should I say or do?"

  • Draft personalized customer emails
  • Summarize meetings into action items
  • Create campaign messaging
  • Generate product descriptions and content
3

Agentic AI

"Can you do this for me?"

  • Nurture leads with automated conversations
  • Act as website assistant qualifying buyers
  • Handle routine customer inquiries
  • Execute workflows autonomously

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Transform Your Business Operations

Real advantages that drive measurable results

Enterprise-Scale Output with Lean Teams

Your small team can achieve what previously required dozens of employees. AI handles volume while humans focus on strategy.

Lightning-Fast Quote-to-Cash

Seamless workflows from quote generation to invoicing. No double entry, no delays, no errors.

Accelerated Onboarding

New hires gain instant access to company knowledge. Reduce training time by up to 70%.

Preserve Institutional Knowledge

Never lose critical expertise when employees leave. Your knowledge base grows with every interaction.

360° Customer View

See everything about your customers in one place. Purchase history, interactions, preferences, and payment status.

People-as-a-Service (PaaS)

Fractional experts ensure continuous optimization. Get CRM managers, AI specialists, and trainers on demand.

The Salesboom Wisdom Advantage

See how we compare to other leading CRM platforms

HubSpot

Strengths
  • Excellent inbound marketing
  • User-friendly interface
  • Strong AI assistant
Weaknesses
  • Advanced AI locked behind costly tiers
  • Forces adaptation to their system

Zoho CRM

Strengths
  • Affordable pricing
  • Broad suite of apps
  • AI assistant (Zia)
Weaknesses
  • Advanced AI only in premium
  • Limited customization

Freshsales

Strengths
  • Easy to use
  • Strong entry-level AI
  • Freemium model
Weaknesses
  • Pre-packaged AI scenarios
  • Weaker integrations

Salesboom Wisdom BEST VALUE

Why We Win
  • Built-to-Suit customization
  • Service-led integration
  • All AI tiers included
  • People-as-a-Service
  • Wisdom as a Service
  • Strategic partnership model

Ready to Build Your Agentic Workforce?

Join thousands of SMBs competing with enterprise-grade intelligence

+1-855-229-2043 | Starting at $14/user/month

For Background Reading

SFA Tools Overview
Learn more
CRM Integration Explained
Learn more
CRM Tools Guide
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Agentic Workforce Details
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Epicor ERP Integration
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CRM-Epicor Integration
Learn more
Fast Track Implementation
Learn more