HubSpotAMW Suite · AI CRM
Every morning, AMW CRM shows you who to call first, explains why, and drafts each follow-up. Jenna reads every call, text and email with your customers. Book a free call and our team sets it up with you.
Start this month and our team moves you over from your current tools, on every plan.
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AMW CRM covers what you use these tools for: your customers, open deals, calls, texts, emails and follow-ups.
Every call, text, email and proposal goes on the customer’s page. Jenna reads it all and tells you who to call.
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Salesforce01 — Who to call
Overnight, Jenna reviews your open deals and lists the customers you should call first. NovaPay has opened your quote twice. Summit HVAC asked for start dates on the call, and Brightpath has been quiet for nine days since the demo. Jenna puts those three at the top of your call list, explains why, and drafts each follow-up.
JennaSales · Every plan
ReadsShe reads your calls, texts and emails, and notes every time a customer opens your proposal.
DeliversYou get today’s call list, a reason for each name, and a drafted follow-up.
- NovaPay · $108,000
Opened your quote twice since yesterday.
- Summit HVAC · $24,000
Asked for start dates on the call.
- Brightpath · $22,500
Quiet for nine days since the demo.
- NovaPay · $108,000
Opened your quote twice since yesterday.
- Summit HVAC · $24,000
Asked for start dates on the call.
- Brightpath · $22,500
Quiet for nine days since the demo.
Fig. 01 Jenna’s three calls for Sam, Tuesday morning.
Jenna sorts the list by deal size, so your first call is your biggest deal.
02 — Customer history
Open any customer in AMW CRM and you see every call, text, email and proposal, in order. Nina called, Elena texted back, and then she opened the proposal twice. AMW CRM added each one to Elena’s page as it happened.
Fig. 02 Elena Voss at Kestrel Orbital, two days in.
What Jenna knows sits next to Elena’s history, so anyone on your team can pick up the next call.
03 — Ask Jenna
Ask Jenna about any deal and she tells you what happened last and drafts the follow-up. Type “Anything on Kestrel?” and Jenna tells you where the deal stands. You or a teammate approve the draft, then send it.
Fig. 03 Sam asks Jenna about Kestrel.
Jenna answers using the calls, emails, texts and proposal on that customer’s page.
04 — In motion
Watch AMW CRM take a new lead to its first follow-up in one minute. A new lead shows up on your board. AMW CRM adds the calls and emails to that customer’s page, and Jenna drafts the follow-ups.
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05 — The rest of the Suite
Every AMW app you use shows up on the same customer page in AMW CRM. Proposals, support tickets, bookings, your customer portal and your website form all add to that page.
Proposals
Jenna drafts the proposal from what was said on the call, and you see each time the customer opens it.
AI Helpdesk
Customer questions come in as tickets under the customer’s name, and Sheri drafts the reply.
Scheduler
When a customer books a call, it appears on their page and on Jenna’s morning list.
ClientHub
Your customers log in and see the same files, invoices and messages your team sees.
Funnels
When someone fills in your website form, AMW CRM adds the lead and drafts the first follow-up.
Attribution
See which ad brought in each of your customers.
06 — Plans
AMW CRM is in every plan, so you choose Team or Business by the size of your team. Start this month and we’ll move your contacts and deals over for you.
Team
On request
Priced for your team on your demo
- AMW CRM with calls, texts and email
- Jenna, who reads every customer’s history
- AMW Proposals with e-signatures
- Helpdesk
- A portal for your customers
- AMW Funnels, pop-ups and chat
- Guided setup and email support
BusinessRecommended
On request
Priced for your team on your demo
- Everything in Team
- AMW Attribution, with Aria to explain your marketing
- High-volume AI usage
- Dedicated onboarding
- Priority support
- Your own branding on everything customers see
Every plan· one login, one invoice
AMW AI CRM comes with every plan, alongside the other Team apps, Sheri and Jenna. Business adds Attribution and Aria.
You log in once and pay one invoice. You can cancel whenever you like and keep access until the end of the period you’ve paid for.
See every planYou log in once and get one invoice for every AMW app.
Cancel whenever you like. You keep access until the end of the period you’ve paid for.
This month: white-glove migration included.
07 — Questions
Questions you’ll want answered before you move to AMW CRM.
How does Jenna pick today’s calls?
She looks for what changed: a quote opened again, a question on a call, or days of silence after a demo. Then she ranks your deals, gives the reason for each, and drafts the follow-up.
What does AMW CRM add on its own?
AMW CRM saves calls, texts, emails, bookings, support tickets and website form messages to the customer’s page as they come in. It also notes each time a customer opens your proposal. The only thing you type is your own notes.
Can I bring my contacts and deals over?
Yes. On the call, we bring in your contacts, companies and deals with their past history. We also set up your deal stages, from first contact to won.
Can my team call and text from AMW CRM?
Yes. Your team can call and text from the customer’s page, and the recording and the text thread stay there.
What happens in the demo?
We look at the tools you use today and walk you through AMW Suite. Then we plan your move and recommend a plan. The demo takes twenty minutes and it’s free.
Can I leave?
You can cancel whenever you like, and you keep access until the end of the period you’ve paid for.
AMW AI CRM
Know who to call every morning, and why, with AMW Suite.
Book a 20-minute call. We’ll walk you through AMW Suite and plan your move with you.