CRAIM is not just a marketing website with an AI chat widget attached. The product already combines CRM, inbox, pipeline, tasks, AI actions, knowledge, integrations, and AI calling in one workspace.
What you get after sign-up
- one company workspace
- authenticated user access
- the main operational views: dashboard, inbox, leads, pipeline, tasks, AI actions, knowledge, integrations, marketing, analytics, and settings
- the default AI operating layer in a supervised mode, so outbound actions can stay reviewable
First-day setup checklist
- 1Create or open your company workspace.
- 2Invite the teammates who will work in sales, RevOps, support, or founder review.
- 3Configure core pipeline stages and lead statuses.
- 4Connect at least one communication channel or lead source.
- 5Seed the AI workspace with company profile, offers, objections, and tone of voice.
- 6Review approval and AI operating policies before widening automation.
What to configure first
CRM foundation
- lead statuses
- pipeline stages
- default assignee rules
- required fields for incoming leads
Communication foundation
- Telegram, WhatsApp, or phone channels
- lead source intake for forms or ads
- optional CRM import or sync
AI foundation
- company profile
- buyer profiles
- offers
- pipeline rules
- SLA expectations
- approved tone of voice
Recommended rollout order
Phase 1: supervised setup
- connect data sources
- verify routing
- let AI qualify and suggest
- keep outbound behind approvals
Phase 2: operational confidence
- monitor inbox and AI actions
- review AI drafts and qualification output
- fix missing evidence in workspace documents
- tighten pipeline and task rules
Phase 3: scaled execution
- automate more trigger paths
- expand channel coverage
- enable AI calls where telephony is ready
- move selected flows toward autopilot only after evidence quality is stable