AI CRMA CRM that does the follow-up, not just the filing.

A CRM keeps your customers, leads and deals in one place. An AI CRM also does part of the work: it reads the records, tells you who needs attention and prepares the next step. In DukeOS that is Duke. Ask "which leads haven't heard from us this week?" and it lists them, with a follow-up drafted for each. Ask it to move a deal, add a note or create a task and it shows you the change first. Because DukeOS is an operating system, not only a CRM, the same assistant can also see bookings, invoices and stock.

A traditional CRM is a list you keep up to date. You type in the call notes, move the deals and remember to follow up. In DukeOS, Duke does the first pass: it notes WhatsApp enquiries, saves new leads, drafts replies and reminders, and brings you a short list each morning of what needs you. You decide; it does the typing. Read more about the assistant on AI agents for small business.

Yes. WhatsApp runs on your business's own number through Meta's official WhatsApp Business Platform, and every message lands on the customer's timeline in the CRM. On Growth and Pro, Duke on duty answers customers itself under rules you switch on: answer questions, save their details, book them in or hand over to a person. See WhatsApp CRM for the details.

Yes. Pipelines and stages are yours: a gym might use Enquiry, Trial, Consultation, Member, and an agency Lead, Proposal, Won. Add your own fields to contacts and leads, such as budget, preferred area or fitness goal, without code. Need a whole new record type, like Properties or Site visits? Describe it to Duke and it builds the page. That is building with AI: described, not coded.