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AI CRMAI ERPWhatsApp CRMAI agentsBuild with AIMeet DukeAll apps
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Source-code licenceWhite-label for agencies
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AppsSales & customersCRM

The CRM appPart of DukeOS, the AI operating system for business: CRM, ERP and AI agents in one system. From $49 a month per business

CRM for small businessEvery customer, every lead, one timeline.

DukeOS CRM keeps your contacts, companies and leads in pipelines with your own stages, and tells you who needs a next step. Duke follows up, with your approval.

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Live demoSkyline Realty's deals: their own stages, from Inquiry to Closeddemo-realestate.dukeos.app/crm/leads

01Duke in CRM

Duke keeps every lead moving.

It reads your contacts and pipelines with your permissions, notices who's gone quiet and prepares the next step for your yes. On WhatsApp, it saves new enquiries itself once you switch that on.

Who decides

  • On its own, by your ruleDuke on duty does it for the customer who wrote, once you switch that action on.
  • Waits for your approvalIt prepares it and shows a one-line preview. Nothing changes until you approve.
  • Ready when you open the appInsights are made from your own numbers when you open the app.
  • Checked every morningGoals are measured every morning, with a forecast.
Meet Duke
01On its own, by your rule

A 10 pm enquiry, saved by morning.

With capture on, Duke on duty saves the person who wrote as a contact, records their answers in your own fields and notes the enquiry as a lead for your team.

Duke on WhatsAppThanks Ana! Are you already pre-approved for a mortgage?
Saved · budget, area, pre-approved · lead noted
02Ready when you open the app

Who's waiting on you.

Open the app and Duke has counted the leads with no next step, the follow-ups that are late and the new leads, each with a button to see who.

Do first · Skyline Realty

Leads with no next step6See who
Follow-ups overdue4See who
New leads this week11▲ 3
03Waits for your approval

Moves, tasks and notes, after your yes.

Ask in plain words. Duke shows one sentence saying what will change, and nothing moves until you approve.

Move Tom to Viewing booked and add a call for Thursday.
Waiting for your approvalMove Tom Becker to Viewing booked, and create task “Call Tom” due Thu 8 OctApproveNot now

02In CRM

How it works.

What CRM does, part by part, on screens from our live demos.

Custom fields

Add the details your business tracks.

Budget and preferred area for an agency. Fitness goal and emergency contact for a gym. Add fields to contacts, leads and companies yourself, or ask Duke to.

With Duke: ask for a field in plain words, like “Preferred area, a choice of five”, and it adds it after your approval.

Contact fields · Skyline Realty

Budget$850,000Money
Preferred areaPark Hill, HighlandChoices
Bedrooms3Number
Pre-approvedYesYes / no
AgentRachel MorganPerson

Pipelines

Your stages, in your words.

A gym runs Enquiry → Trial → Member. An agency runs Inquiry → Viewing → Negotiation → Closed. Pipelines and stages are your data, not our code, so you can have as many as you need and rename them any time.

Contacts & companies

Everyone you've talked to, in one list.

Members, buyers, patients, students: one list with search, tags, owners and companies. Each person shows where they stand across your apps, like their plan, their last visit or their lead stage.

Timeline

The whole story on one page.

Open a customer and see their tasks, notes, messages, invoices, leads and bookings together. Everything that happened is on the timeline, whoever did it: your team, an automation or Duke.

04Questions

CRM: common questions

How much does a CRM for small business cost?

DukeOS's CRM is included in every plan, priced per business, not per user: Starter is $49 a month for up to 3 team members, Growth $99 for up to 10, and Pro $199 for up to 25. Every other business app is included too. India prices are before 18% GST.

Can I set up my own pipeline stages?

Yes. In DukeOS, pipelines and their stages are yours to name, so a gym can track trial to member and an agency inquiry to closed. Leads move between stages on a board, and Duke counts the leads with no next step and the follow-ups that are late.

Does the CRM work with WhatsApp?

Yes. DukeOS connects your own WhatsApp Business number through Meta's official Cloud API, and every message sits on the contact's timeline. On Growth and above, Duke on duty can save new enquiries as contacts and note them as leads, even at 10 pm. Drafted replies work on every plan.

Will the AI change my data without asking?

No. In DukeOS, Duke shows one sentence saying what will change, and nothing moves until you approve it. It works with the permissions of the person asking, never more. The only exceptions are the actions you switch on for Duke on duty, limited to that customer.

05Start free

Build your wholebusiness, free.

Free to build. Pay when you publish.

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