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AI CRM / 02

Edgitek CRM

Omnichannel CRM for leads, conversations, WhatsApp, website chat, broadcasts, automations and AI-assisted customer care.

CORE CAPABILITIES

What Edgitek CRM is designed to handle.

Capabilities are organized around the operating job rather than a generic feature checklist.

01

Unified Inbox

Bring supported customer conversations into one operating view.

02

Leads & Sales

Contacts, pipelines and commercial follow-up.

03

WhatsApp

Official business messaging workflows and broadcasts.

04

Website Chat

Embed the website chatbot into supported domains.

05

AI Customer Care

FAQs, recommendations, sales assistance and controlled escalation.

06

Automations

Trigger-based CRM and follow-up workflows.

HOW IT WORKS

Edgitek CRM workflow.

A simple view of how the product moves from input to operating outcome.

01

Connect

Authorize channels and websites

02

Capture

Create contacts and conversations

03

Assist

AI + staff collaboration

04

Improve

Review pipeline and service outcomes

WHO IT IS FOR

Use Edgitek CRM when the workflow needs a dedicated operating product.

Omnichannel CRM for leads, conversations, WhatsApp, website chat, broadcasts, automations and AI-assisted customer care. Edgitek products remain separately entitled. A client can use this product independently, and approved integrations can connect it to other Edgitek or third-party systems where useful.

QUESTIONS

Edgitek CRM questions.

Product access and integration remain controlled by the relevant plan and connected account.

Is this a standalone Edgitek product?+

Yes. It is designed as a separately entitled product with its own workflow and product access.

Can it connect to other Edgitek products?+

Where an approved integration exists, selected context or workflows can be connected without merging product subscriptions.

Can external provider accounts be connected?+

Where supported, client authorization is stored for the relevant product and does not automatically grant access to other products.

Can the product be extended?+

Product roadmap and custom integration requirements can be evaluated separately based on the use case.

START YOUR WORKSPACE

Ready to start Edgitek CRM?

Create one verified Edgitek account, activate this product trial, and keep its subscription and workspace access separate from other Edgitek products.