Built for sales teams. Powered by AI.
Customer Relationship Management that turns your communication history into reliable lead qualification, automated outreach, and a clear view of every customer relationship — on a sovereign Swiss platform.
From first touch to closed deal — one customer record.
Every email, every call note, every quote, every contract — chronologically attached to the same customer record. Sales teams see the whole story; AI extracts what actually matters. No hopping between three disconnected tools to figure out where a deal stands.
Customer & lead management, the way sales actually works.
Capture every lead, convert qualified ones into sales opportunities, assign owners and territories, plan the next activity per contact. The chronological communication history shows every email, call, meeting, and contract on one timeline — no spreadsheet pivots, no inbox digging, no follow-up calls to figure out where things left off.
- Lead → opportunity conversion
- Employee & territory assignment
- Activity planning per contact
- Chronological communication history
AI BANT qualification — closing prediction in seconds.
The AI reads the entire communication history of a prospect — emails, meeting notes, quotes, internal hand-offs — and extracts the four BANT criteria (Budget, Authority, Need, Timeline) automatically. A Closing Prediction Indicator on a 0–5 scale tells sales which deals to push and which to let cool. Industry-specific weighting means the IT-team rubric reads different signals than the financial-services rubric.
- Budget
- Authority
- Need
- Timeline auto-extraction
- Closing Prediction Indicator (0–5)
- Pseudonymised data analysis
- Industry-specific weighting
A communication platform — not just an inbox.
Every internal note and every external thread lands on the same chronological timeline. Webhooks and REST API capture scheduling tools, video-meeting transcripts, and third-party messaging so nothing falls through the cracks. When sales hands over to delivery, the next person sees the whole story — not the last three emails.
- Internal & external thread on one timeline
- Webhook & REST API capture
- Scheduling-tool integration
- Auto-logged emails & calls
From qualified lead to lifetime customer.
Beyond qualifying the deal, the CRM ships with the operational tools that keep customers — outreach automation, reporting, payment reconciliation, and the privacy-safe AI most marketing-CRMs hand-wave around.
Email marketing with your own gateway, or ours.
Send personalised emails with dynamic content from the same record the AI just qualified. Use the integrated Exolynk email gateway out of the box, or connect your own SMTP server to keep deliverability under your domain. Custom-designed templates render the same in Gmail, Outlook, and Apple Mail — without an external email marketing tool in the loop.
- Integrated email gateway
- Custom SMTP server option
- Personalised dynamic content
- Branded template designer
Physical letters — generated, printed, posted. Automatically.
Sometimes a printed letter still beats a fifth email. Generate dynamic letters straight from CRM data — addresses, references, AI-drafted body copy — and the platform handles printing and postage end-to-end. From EUR 0.80 per letter, including paper, envelope, and stamp. No envelope-stuffing, no mail-merge spreadsheets, no rushing to the post office.
- Letters generated from CRM data
- AI-drafted dynamic content
- From EUR 0.80 incl. print & postage
- No envelope-stuffing required
Sales reporting that answers the questions you actually have.
Lead funnel conversion, sales opportunity pipelines, deal velocity by territory, revenue per customer segment — broken down visually, drilled down by click. Every dashboard is shareable as a live online link, so the board sees the same numbers your sales ops sees this morning. No PDF screenshots, no slide-deck delays.
- Lead funnel reports
- Sales opportunity pipelines
- Graphical dashboards per role
- Shareable online dashboards
Payment reconciliation, on autopilot.
Bank statement files land in the platform; the right parser kicks in automatically. CAMT.053 for end-of-day statements, CAMT.054 for incoming notifications, TWINT or RaiseNow RAF CSVs for Swiss payment streams — all reconciled to the right invoice and customer record without spreadsheet acrobatics. Your accounting team gets reconciled records, sales sees who actually paid.
- CAMT.053 + CAMT.054 parser
- TWINT & RaiseNow RAF CSV
- Auto file-format detection
- Auto-match to invoice & contact
More than a CRM — a full sales-ops toolkit.
Beyond the qualified-lead workflow, the platform ships with the small, opinionated tools that make daily sales operations work — built on the Exolynk platform and shaped by sales teams running real pipelines on it every day.
Activity planning & reminders
Tasks, follow-ups, and check-in reminders attached to the right contact. Push notifications surface what is due today; nothing falls off the radar because someone went on holiday.
Sales territories & quotas
Define territories by region, industry, or account list. Track quota attainment per rep and per team — with quarterly comparisons and pipeline-coverage signals built in.
Quote-to-contract workflow
Generate quotes from product catalogues, route for approval, capture digital signatures, and convert the signed quote into the active customer record without re-keying data.
Multi-channel communication log
Email, phone, chat, video-meeting transcripts, and in-person notes — captured on one timeline. Filter by channel, by participant, by date — find the right exchange in seconds.
Custom lead-scoring rules
Adjust the weights behind the closing-probability score per industry, per product line, or per sales motion. Sales ops tunes the model; the AI re-scores the pipeline automatically.
Pipeline kanban view
Drag-and-drop deal stages, visual pipeline-by-stage view, colour-coded by closing probability or deal size. The board sales reps actually want to keep open.
Custom AI prompts per industry
Configure the AI BANT analysis with industry-specific weighting and prompt templates. IT services emphasise integration complexity; financial services emphasise compliance signals.
Email campaign analytics
Open rates, click-through, bounce, unsubscribe — broken down by segment, template, and time. Feed the results back into the AI scoring so engaged prospects climb the priority list.
REST API & webhooks
Connect Exolynk CRM to your existing ERP, calendar, video tools, marketing platforms, or in-house systems. Bi-directional sync in real time — no nightly batch jobs, no middleware layer required.
From the CRM & AI blog
BANT case studies, sales-ops patterns, and AI-augmented pipeline experiments — everything tagged crm or ai on the Exolynk blog.
Common questions
Everything you need to know before bringing Exolynk CRM into your sales operation — from AI safety and integrations to data sovereignty and rollout time.
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