Bring every lead in, automatically
Meta / Facebook Lead Ads
Connect Business Manager, sync pages and forms, map fields, and ingest leads via an HMAC-verified webhook with de-duplication.
Google Ads lead webhooks
API-keyed webhook with field mapping, assignment rules and full delivery logs.
Website lead-capture webhooks
Per-site API key and secret, field mapping and a test endpoint — capture from any form.
Lead import / export
CSV and Excel import with preview and history, plus one-click CSV export.
Auto-assignment & routing
Rule-based and round-robin distribution sends each lead to the right rep instantly.
De-duplication & audit
Duplicate detection and a full inbound-webhook audit trail keep your database clean.
A CRM your team actually wants to use
Configurable pipelines (Kanban)
Per-workspace pipelines with won/lost stages and colour-coded flow.
Lead management
Full lead records with custom fields, tags, notes, tasks, stages and a complete timeline.
Advanced search & saved filters
Boolean condition-group filtering you can save, share and reuse.
Bulk operations
Bulk assign, change stage or delete — and auto-assign your entire backlog at once.
Activity feed & tasks
Recent activity plus pending, overdue and today’s tasks for every rep.
Custom fields & sources
Define your own lead fields and master lead sources per workspace — no code.
Let AI handle the first conversation
WhatsApp AI agent + inbox
Inbound WhatsApp answered by the AI agent, with a human inbox and one-tap takeover.
AI website chatbot
A LangGraph assistant with session memory, embedded on your website chat widget.
Knowledge base (RAG)
Upload PDF, DOCX, CSV or JSON — answers stay grounded in your own content, versioned per workspace.
Real-time intent scoring
A local 0–100 HOT / WARM / COLD scorer runs on every turn at zero token cost.
Multilingual + memory
Replies in your customer’s language and compresses long chats into a running memory.
AI guardrails
Sensitive-value redaction, competitor scrubbing and channel-aware formatting keep replies on-brand.
Close with a desk built to convert
Callback booking & advisor desk
AI collects a time, scores priority and writes a briefing; advisors work a prioritised queue and log outcomes.
Calling campaigns / dialer
Build call lists, round-robin assign, and run a next/complete dialer flow with member ratings.
IVR click-to-call
Dial from the CRM — the IVR calls your rep and bridges to the lead, with recording.
Call transcription & AI summary
Whisper transcribes each call and AI attaches a structured summary to the lead.
Mobile call sync
The Android app syncs device call logs and matches each one to the right lead.
Call requests + push
Web users request a call and the assigned rep gets an instant push notification.
Re-engage and automate at scale
Marketing broadcasts
WhatsApp and email campaigns with scheduling and delivery, read and reply tracking.
Email integration
Per-workspace SMTP, templates with live preview, and drip automations.
Template & email automations
Stage- and time-triggered WhatsApp and email sequences that run themselves.
Event-driven automations
Trigger → condition → action rules that react to what happens in your CRM.
Scheduled follow-ups
Automatic overdue-callback detection and scheduled-campaign checks.
Campaign ROI + ad-spend sync
Open and click tracking with synced ad spend for true campaign ROI.
See exactly what’s working
Analytics dashboards
KPIs, by-source, by-stage, conversion funnel, revenue, campaign ROI and WhatsApp cost.
Conversion funnel
Visualise drop-off at every stage and find exactly where leads stall.
Team performance
Leaderboards and per-user detail to coach and compare your reps.
Reports
Activity, leaderboard, per-user, stage-leads and WhatsApp-leads reports.
Run the whole operation, securely
True multi-tenant isolation
Organisation → workspace → team, with every record scoped and isolated per workspace.
Per-org subdomain login
Each organisation signs in only at its own subdomain; cross-org access is rejected.
Roles, teams & sessions
Granular roles, team hierarchy, active-session control and time-bound elevated access.
Multi-workspace admin
Create and switch workspaces, manage members, migrate leads and set a per-workspace AI personality.
Encrypted & secure
JWT auth, bcrypt password hashing and Fernet-encrypted third-party tokens.
Guardrails admin
Configure and test AI guardrails — redaction, competitor scrub and tone — per workspace.
An AI agent that answers in seconds, any hour, any language.
Pine CRM's AI agent greets every enquiry, answers questions from your own content, and books a callback the moment a lead is ready.
The AI engine behind the agent
Pine CRM’s assistant is a real, orchestrated AI system — not a single prompt. Here’s what powers every conversation.
LangGraph orchestration
A state-machine agent routes each message to greet, answer, book a callback, escalate or close.
AI intent router
Classifies intent in any language with deterministic fast-paths for callback acceptance.
RAG retrieval + reranking
Vector search over your knowledge base with query-guard normalisation and cross-encoder reranking.
Callback priority scoring
Ranks callbacks critical → low, with a heuristic fallback when the model is unavailable.
Pre-call briefings
Generates a lead summary, key questions and talking points before every call.
Resilient by design
Every LLM call is wrapped in a Redis circuit breaker with a safe fallback when a provider fails.
Connects to your whole stack
Plug Pine CRM into the channels and tools you already use — and bring your own AI provider.
WhatsApp Cloud API
Send text, templates and interactive messages; receive via webhook with delivery tracking — credentials per workspace.
Meta / Facebook Lead Ads
Business Manager, page and form sync with an HMAC-verified leadgen webhook.
Google Ads
Lead webhook with API-key authentication and field mapping.
Email (SMTP + IMAP)
Per-workspace SMTP sending with IMAP reply polling.
Telephony / IVR
A configurable click-to-call provider with recording and transcription.
Website webhooks
Per-site keyed ingestion from any web form on your site.
OpenAI-compatible LLM
Chat, embeddings and transcription — bring OpenAI or any compatible provider.
Observability
Sentry, OpenTelemetry, Prometheus and Grafana for full-stack monitoring.
Built for scale and trust
Enterprise-grade isolation, resilience and observability keep your data safe and the platform dependable under load.
Multi-tenant isolation
Strict per-workspace data separation — organisations never see each other’s leads or documents.
Circuit breakers & rate limiting
Redis-backed circuit breakers and rate limits keep the AI and integrations resilient under load.
Full observability
Sentry error tracking plus OpenTelemetry, Prometheus and Grafana dashboards.
Bring your own AI
Use OpenAI or any OpenAI-compatible model provider via simple configuration.