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AI CRM · included

An AI CRM that tells you who to call today

UTIO's CRM comes included with your agents. It ranks your leads by what they've done with you in the last few days, takes in your web forms with an explained score, and runs campaigns that mix WhatsApp and calls from your voice agent. And one screen shows what your agents are doing, so you can pause them with a click.

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In short

UTIO's AI CRM is the foundation of the platform: contacts, pipeline and tasks, plus four pieces: "Hot today", scored web forms, campaigns with cadence and agent supervision. It's included with the CRM; whatever the agent sends or calls is charged by usage, from your balance.

  • "Hot today" is fed by what the lead does with you: the forms they submit and their replies to your WhatsApp campaigns. Their weight halves every 3 days.
  • Forms: connect the one you already have (WordPress, Webflow, Wix, Typeform…) and every submission arrives with a 0–100 score and the reason for each point.
  • Campaigns: up to 4 steps, each one by WhatsApp or by a call from the voice agent. There are no email steps.
  • Supervision: the automatic brake starts in "alert only" mode and its limits are set by the platform; you see each agent's screen and pause it whenever you want.

What the AI CRM does

Four pieces already in production, on top of your everyday CRM.

  • Hot today

    A list of your leads ranked by intent, based on what they've done in the last 30 days; intent cools off over time. It only counts for leads: a customer's fault report isn't buying intent. Past 50 points you get an alert, once a day per record.

  • What feeds it

    Today, the forms a lead submits and their replies to your WhatsApp campaigns.

  • Your form, into the CRM

    Connect the form you already have in one of four ways: a line in your site's header, your platform's webhook (Webflow, Wix, Typeform, Tally, Jotform, Elementor or Gravity Forms), an HTML form, or signed submissions from your server, Zapier or Make.

  • A 0–100 score, explained

    Every point comes with its reason: leaving a phone number, company, product or a business email; arriving from a pricing page; writing a long message, asking for a price or a deadline, giving a volume or asking for a call. From 60 up, the lead is "hot".

  • An agent that qualifies

    It decides whether the submission is relevant to your business and labels it cold, warm or hot, with one line on what's being asked. If it's relevant, the record moves to "Qualified"; if it's hot, the owner is alerted.

  • Draft reply

    The "Reply to the form" button writes the response by email or WhatsApp. A person reviews and sends it: it never goes out on its own.

  • Anti-spam

    Allowed sites, submission rate, an invisible trap, a minimum time and too many links. Anything suspicious doesn't create a record.

  • Campaigns with cadence

    In a WhatsApp campaign, every step picks its channel: WhatsApp or a call from the voice agent, the first step included (for example, call → WhatsApp → WhatsApp). Up to 4 steps, and follow-ups can be changed while the campaign runs. Calls respect hours, concurrency, de-duplication and caps; if a call can't go out, the next WhatsApp messages still do.

  • Agent supervision

    Per agent, over the last day: sent, failed, held back, handed to a person and awaiting approval. Pause and resume an agent without losing its settings or its numbers.

  • Daily review and approvals

    Every day, a random sample of up to 20 messages per agent to mark "Correct" or "Problem". And if an approval has waited 4 hours, you get an alert: nothing is ever decided by silence.

How to get started

The actual steps in the UTIO panel.

  1. Forms: Settings → Channels and connections → Web forms → "Connect a form". Name it, choose the qualifying agent and the allowed sites, and copy the line from "Connect your website".
  2. Hot today: in the Customers and sales (or CRM) menu, open "Hot today".
  3. Cadence: in WhatsApp campaigns, create the campaign. In the first step choose WhatsApp or "Voice agent call" and the calling agent; under Follow-ups, the channel of each one.
  4. Supervision: AI agents → Supervision.

What it costs

Included with the CRM

"Hot today", web forms (record creation, score and qualification) and supervision have no separate price. Whatever the agent sends or calls is charged by usage, from your balance.

  • A draft reply to a form: €0.015 per reply.
  • In campaigns, each WhatsApp message is charged as a conversation: €0.05 at the base rate (on the official line, Meta charges for its template). Each call, as a voice minute at your rate.
  • Campaigns need the WhatsApp campaigns module and, for call steps, outbound calling and a voice agent: we switch them on in your account.
  • The CRM is part of the 14-day trial, along with WhatsApp, email and voice.
  • Base rates, excluding VAT. If you buy through a partner, their rates apply.
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What you need and what it doesn't do

What's there today, no embellishment.

What you need

  • For form draft replies, the qualifying agent needs its own mailbox.
  • For campaigns, the WhatsApp campaigns module; for call steps, outbound calling and a voice agent as well.

What it doesn't do

  • "Hot today" doesn't watch your website: no visits, link clicks or chat conversations, only forms and campaign replies.
  • It doesn't reply on its own to people who fill in a form: a person always approves.
  • It doesn't copy passwords, card numbers or files from forms.
  • There are no email campaign steps.
  • You don't set the automatic brake's limits: the platform does, and by default the brake only alerts the platform.
  • The score recognises keywords in Spanish, English and French; in other languages, only the fields count.

Already using another CRM? See how the mirror works on the WhatsApp agent . And if you want your AI assistant to work on this CRM, there's the MCP server .

Further reading

Questions about the AI CRM

Do I have to change my form?

No. You paste one line into your site's header or use your platform's webhook; your form and your notification email stay as they are.

Does the agent reply on its own to people who fill in the form?

No. It leaves a draft, and a person always approves it before it's sent.

What does "hot" mean?

The AI sets it when qualifying: asking for a price, an appointment, a sign-up or wanting to buy now. Without qualification, a score of 60 or more counts as hot. In "Hot today", however, what matters is what the lead has done in recent days, and its weight halves every 3 days.

What counts in "Hot today"?

Today, the forms a lead submits and their replies to your WhatsApp campaigns. It only applies to leads, not to your customers' support issues.

Can campaigns send emails?

No. Every cadence step is a WhatsApp message or a call from the voice agent.

How much does it cost?

"Hot today", web forms and supervision are included with the CRM. You pay for what the agent sends or calls: a draft reply to a form, €0.015; each campaign WhatsApp message, as a conversation (€0.05 at the base rate); each call, as a voice minute.

Want to see the CRM with your own leads?

Tell us where your leads come from (forms, WhatsApp, calls) and we'll show you how they look in the CRM. We'll get back to you as soon as possible, usually within one working day.

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UTIO is the AI agent line of Universal Telecom, an operator registered with the CNMC.