Everything that runs inside SmartCRM24
Channels, marketing, the AI agent, CRM, analytics and sales management – in detail, for those choosing a system.
Not a mockup. The actual interface
Screens from the live admin UI. Click a tab to switch.
Kanban funnel – the agent moves cards as the deal progresses.
Every channel. One thread
One screen for every channel your customers already use. One thread per contact – even when a customer writes via Instagram, then WhatsApp. Voice notes, quote-replies, edits and internal team notes that never reach the customer.
Native Direct messages and ads
Official Business API, media and voice
Messenger direct messages
Telegram
Media, voice, quotes and edits
Website widget
Embeds in one line
Each chat shows which channel the customer used. The agent auto-pauses the moment an operator takes over.
Voice messages – Telegram and WhatsApp. Quote-reply and edit are supported per channel with differing capabilities.
Connects your Instagram. And reads it
Marketing isn't a separate tab – it's part of the same system. Native Instagram analytics, ads, publishing and attribution live right next to the funnel and the agent.
Analytics
Native feed, 30-day follower trend, post metrics – reach and engagement. Synced every 6 hours.
Ads
Click-to-Instagram-Direct campaigns straight from the CRM. 7-day insights: spend, impressions, results.
Publishing
Schedule and publish IMAGE / CAROUSEL / REELS / STORY with caption and hashtag validation.
Attribution
Inbound Instagram DMs become leads. Page UTMs auto-stamp onto chats – see which channel drives revenue.
Analytics covers native Instagram. Ads are Click-to-Instagram-Direct campaigns.
The AI agent works with your team. Not instead of it
The agent isn't a chatbot bolted onto a card – it is the system: it reads every channel, replies in seconds, fills the card, sets tasks, moves the deal. It works next to people – fully under the team's control, and gets better with every correction you make.
It's a new teammate who starts work in 3 seconds – and works on the same team as your reps.
Pause and take over in one click
An operator takes the chat – the agent goes quiet. Context and the next step are already on the card.
Auto-stop after an operator
The moment a human messages the customer, the agent yields. No double replies.
Answers from your materials
The agent answers only from your knowledge base and catalog – it won't invent what isn't there.
Clean escalation to a manager
On low confidence or a special trigger – handoff to a human with the full conversation history.
A real 'agent thinking' indicator
The team sees what the agent is doing in real time and can step in at any moment.
Quality scoring on conversations
Every reply is quality-checked – for observation and escalation, not flying blind.
Knows the full context
It sees which Instagram post, story or ad the client came from, plus the whole conversation history – and picks up the thread instead of starting cold.
Gets better with your feedback
Your team rates and corrects the replies – the agent improves for your business. A continuous loop, not set-and-forget.
Under the agent – a mature CRM
Eight connected modules, all wired to one agent. No syncs, no plugins, no double entry.
Chat inbox
One feed for every channel. Read receipts, attachments, voice – natively.
Kanban funnel
Drag-and-drop funnel. The agent moves cards as the dialog unfolds. Loss reasons, archive, history.
AI sales agent
Replies to customers in their channel. Reads the knowledge base, pulls from the catalog, sets follow-ups.
Contacts
One card per customer: history, deals, orders, files. Cross-channel dedup.
Tasks & calendar
Personal and team tasks that sync to Google Calendar, Outlook and Apple. Meetings and deadlines visible to the agent.
Catalog
Products, services, prices. The agent searches it semantically when a customer asks what's available.
Knowledge base
FAQs, playbooks, scripts – as plain text or document upload. The agent answers only from them and won't make things up.
Reports
Funnel conversion, sources, agent quality, loss reasons, forecast. Real numbers.
Everything in one system means one set of numbers
Because every channel, your marketing and your deals sit on one surface, the reports aren't stitched from four spreadsheets. One source of truth for sales and marketing.
Metrics are computed in the dominant currency; mixed currencies are flagged separately.
- Operational dashboard: open deals, waiting chats, agent success rate, stale leads
- Funnel conversion by stage and time-in-stage
- Source attribution – win rate and revenue per channel
- Probability-weighted forecast by month
- Team workload and outcomes, median reply time
- AI cost transparency – in USD, per action
- Periodic digests (day / week / month) auto-sent to Telegram
Tools for your head of sales
Numbers, discipline and motivation – to run the sales floor by the numbers, not by feel. Everything that head of sales is there to do.
Plans & reports per operator
Targets for the period and actuals vs. plan. Your head of sales sees who's on track and who's behind.
Metrics that move revenue
Margin, reach, seller conversion, average check and basket depth – per operator and for the whole team.
Performance-based motivation
KPI bonuses and gamification – points, streaks, badges. A clear reason to work to the numbers.
Operator leaderboard
Ranked by results – transparency and healthy competition across the team.
The key funnel stage
Where the client actually decides and where deals stall – the point worth coaching.
ABC segmentation
Clients and products by contribution to revenue. Focus on the A's, see the long C-tail.
ICP – ideal customer profile
Built from real sales. The agent sends a form, the client fills it for a discount – data grows, the deal moves.
Offline reach via AI camera
Cameras in your stores count foot traffic and tie offline visitors to sales.
Connects to where your customers already are
We add the agent, the funnel and the marketing. Customers keep writing where they already write, and external AI clients can read and write into your CRM.
Telegram
LiveNative integration. Inbound and outbound, media, voice, edits.
Official WhatsApp Business API. Two-way messages, media, voice.
Native integration: Direct, analytics, ads, publishing.
Facebook Messenger direct messages – inbound and outbound.
Website widget
LiveEmbeddable chat bubble. Secure sessions and UTM source tags.
Your CRM
LiveTwo-way sync with your current CRM – pull new inquiries, push statuses. Handy during migration.
1C
LiveCatalog, prices, stock per warehouse and the customer base – from your 1C.
MCP / API
LiveMCP server: 55 tools, token auth. Claude, Cursor and Copilot can work with your CRM.
You can start next to your current CRM and switch when the team is ready.