Powerful AI business operating system for modern teams

Replace busywork with an AI Workforce that runs your front desk and strengthens your marketing and support teams.

ICR+M is an intelligent client relationship and marketing platform that doesn’t just track data — it works. Combine an all-in-one CRM, marketing automation, and AI employees that answer calls, close leads, and handle support while you focus on growing the business.

Reduce missed calls, slow follow-up and admin overload with always-on AI sales, support and reception teams.

Live dashboard snapshot

Every lead, call and campaign in one intelligent view.

ICR+M AI CRM and marketing automation dashboard preview

Average response time: 200 milliseconds. AI employees answer, qualify and route leads 24/7 without adding headcount.

What is ICR+M?

A unified AI CRM and marketing operating system, not another disconnected tool

ICR+M replaces a patchwork of CRM, texting tools, call tracking, funnels, and spreadsheets with one AI-powered business OS. Every call, conversation, workflow, and campaign lives in a single system that your AI employees can see, act on, and optimize in real time.

All-in-one CRM

Pipeline, conversations, tasks, and reporting in one place. No more jumping between tools or losing deals in inbox chaos.

  • Unified contact & account records
  • Full call, SMS, email, and chat history
  • Sales pipeline and revenue forecasting

Marketing automation

Build revenue-generating journeys that turn new leads into booked calls and repeat buyers with no manual chasing.

  • Multi-channel campaigns (SMS, email, voice, chat)
  • Automated follow-up and nurture workflows
  • Booking, reminders, and no-show recovery

AI employees layer

Instead of hiring more staff, deploy AI Receptionists, Sales Assistants, and Support Agents that use your CRM and workflows to get work done.

  • Answers and routes calls 24/7
  • Qualifies, follows up, and books sales
  • Resolves support with full account context

Result: AI-powered CRM and marketing automation that behaves like a trained team, not static software.

AI employees & workforce

Deploy AI Receptionists, Sales Assistants and Support Agents

ICR+M AI employees are trained on your offers, scripts, FAQs, and processes. They use your ICR+M data to handle calls, respond to leads, and support clients just like a human team member — at a fraction of the cost and with zero downtime. Always using your brand's voice.

What they can do today

  • Answer, screen, and route inbound calls

  • Respond to leads from ads, forms, reviews and chat

  • Book, confirm, and reschedule appointments

  • Qualify prospects using your custom criteria

  • Send follow-up texts, emails, and proposals

  • Resolve common support questions instantly

No additional logins. They work inside the ICR+M platform you already use.

AI Receptionist

Never miss another call. Your AI Receptionist answers, greets, and routes callers based on intent, availability, and priority.

  • Custom greetings by campaign or number
  • Smart routing to teams or voicemails
  • Captures full caller details in CRM

AI Sales Assistant

Instantly engages new leads via SMS, email, voice, and chat. Qualifies, overcomes common objections, and pushes to booked calls or purchases.

  • Responds to every lead in seconds
  • Uses your scripts and offer logic
  • Updates deal stages and tasks in CRM

AI Support Agent

Delight customers with instant, accurate answers that pull from your knowledge base, policies, and account data.

  • Resolves FAQs without human intervention
  • Escalates complex issues with full context
  • Sends status updates and follow-ups

Industry specialists

Pre-trained AI employees tailored for key verticals like home services, healthcare, legal, professional services, and more.

  • Industry-specific scripts and compliance
  • Terminology and offer-aware responses
  • Optimized workflows for your use cases

AI workforce mode: combine multiple AI roles into a coordinated team that handles front desk, sales, and support end-to-end.

Simple pricing, predictable ROI

Start with core automation, then add AI employees as you grow

Add AI employees and scale to a full AI workforce without ballooning payroll.

Core Automation

For businesses ready to centralize CRM and marketing automation before adding AI employees.
Full ICR+M CRM with pipelines, tasks, and reporting
 
AI-powered marketing automation (SMS, email, voice, chat)
 
Calendars, booking pages, and reminder workflows
 
Funnel & landing page builder for campaigns
 
2-way call, SMS, and email tracking
 
Up to 3 team seats included
 
$297
/ month

AI Employee

Best for busy teams who need one fully trained AI staff member to take calls and leads off their plate.
Everything in Core Automation
 
1 dedicated AI employee (Receptionist, Sales, or Support)
 
Industry-specific training and playbooks
 
Custom scripts, FAQs, and workflows
 
Call, SMS, email, and chat handling for one brand
 
Priority onboarding and optimization support
 
$597
/ month
Most Popular

AI Workforce

For growth-focused organizations replacing multiple roles with a coordinated AI workforce.
Everything in AI Employee
 
Up to 3 AI employees (Reception, Sales, Support)
 
Multi-location and multi-brand support
 
Advanced routing and escalation logic
 
Quarterly strategy and optimization reviews
 
Dedicated success manager
 
$1,497
/ month

Who ICR+M is for

Built for businesses drowning in calls, leads, and admin work

ICR+M is ideal for small to mid-sized businesses that rely on phone calls, booked appointments, and repeat clients — and can’t afford to let leads slip through the cracks.

Home & Artisan Trade Services

Contractors ,supply Services, home services, cleaning, HVAC, and trades businesses who can’t staff a full-time front desk but need every lead answered fast.

Clinics & Professional Services

HIPPA COMPLIANT -Medical, dental, legal, financial, and consulting practices that need compliant, professional AI reception and follow-up.

Growth-stage teams

Agencies, SaaS, and franchises who need scalable AI sales and support coverage across time zones without scaling payroll linearly.

If you’re overwhelmed by calls, leads, admin work, and staffing costs, ICR+M gives you the marketing automation and AI workforce to take back control.

Why ICR+M is different

AI-powered business OS that works with you, not just more software to manage

Most CRMs and marketing platforms still rely on you to do all the work. ICR+M gives you AI employees who never clocks out, always follows up, and executes so your team can focus on high-value moves.

  • AI-first architecture: CRM, marketing automation, and AI agents designed to work as one operating system.
  • True omnichannel support across calls, SMS, email, chat, and social DMs in a single unified inbox.
  • Industry-specific AI templates so you’re not starting from a blank slate or generic chatbot.
  • Outcome-focused onboarding that maps your revenue, retention, and service goals into automations and AI playbooks.
  • Human + AI collaboration: your team can monitor, override, and coach AI employees as they learn.
  • Battle-tested for small and mid-sized teams that need to move fast without adding overhead.

Designed for results, not vanity metrics

Every workflow, automation, and AI employee is configured to drive measurable revenue and time savings:

  • More booked appointments from the same ad spend
  • Higher speed-to-lead and conversion rates
  • Lower missed calls and abandoned inquiries
  • Reduced staffing and training costs

ICR+M is built to rank and convert for high-intent keywords, bringing ready-to-buy traffic directly into your funnel.

Questions about AI employees & automation

Frequently asked questions

How is ICR+M different from a traditional CRM or marketing platform?

Traditional CRM and marketing platforms give you data and tools but still rely on your team to manually answer calls, follow up with leads, and manage campaigns. ICR+M combines a full-featured CRM and marketing automation system with AI employees that actually do the work inside the platform — answering, qualifying, booking, and supporting customers 24/7.

Will AI employees sound robotic or off-brand?

No. Your AI Receptionists, Sales Assistants, and Support Agents are trained on your brand voice, offers, FAQs, and policies. We use natural, conversational language tuned to your industry and review early interactions with you to ensure they feel like an extension of your team.

What does onboarding look like?

We start by mapping your current lead flow, intake, follow-up, and support processes. Then we set up your pipelines, automations, and AI employee scripts inside ICR+M. Most clients see their first AI employee handling real calls and leads within 2-3 weeks.

Can my team override or step in when needed?

Yes. Your team can monitor conversations in real time, take over threads, change routing, and update rules as your business evolves. AI employees are there to extend your capacity, not replace your judgment.

Is ICR+M compliant for my industry?

We implement best practices for privacy, security, and consent and can tailor deployments to industry-specific requirements. During your demo, we’ll review any compliance needs for healthcare, legal, or finance-related use cases. HIPPA Compliance is an added feature.

Get your time and focus back

Build an AI-powered business operating system that scales with you

See how ICR+M combines client management, marketing automation, and AI employees into one system that answers every call, follows up every lead, and protects your calendar — even when you’re off the clock.

No long-term contracts. Start with core automation or go straight to your first AI employee.


ICR+M empowers small businesses with a powerful all-in-one platform to manage clients, automate marketing, streamline sales, and grow online. CRM, email, funnels, booking, payments & more — all in one place.