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AI CRM & Analytics · Beta

An AI CRM that keeps your leads up to date, and shows what’s working

Leads land with their source, grade, and full conversation already filled in, and your dashboard shows which channels bring the leads that close. Keep them in Erlin, or connect the CRM you already use, such as HubSpot or Zoho CRM.

LeadsLast 30 days
124Total leads31New38Qualified9In conversation18Spam
AllQualifiedNeeds reviewNewest
  • Ava MitchellRolling out to about 40 people4 minQualified
  • Marcus DoylePricing for 200 seats12 minQualified
  • DWDan WhitfieldPartnership inquiry19 minSpam
  • Priya RaghavanMigrating from a spreadsheet28 minQualified
  • Tom BrennanWants a reseller discount1 hrNeeds review
  • Renata AlvesAsked about SSO and rollout2 hrQualified
  • ?No name givenForm submission3 hrSpam
  • Daniel OkaforReplacing a tool they outgrew4 hrQualified
  • Rosa IglesiasAsked for a call next week5 hrQualified
  • KMKev MackieStudent, writing a dissertation6 hrNeeds review
By channelSourceLeadsQualifiedRate
  • Website chat461941%
  • Email381437%
  • Website form22418%
  • Google Ads1218%
  • Social600%
Leads per day7Aug 23Sep 6Sep 21ChatEmailForms124 in the period

B2B and service businesses working with Erlin

See all customers
SaaS

A content engine aimed at searches that end in a demo.

Latent
Law firm

Getting the firm recommended when people ask AI.

Defend My Biz
SaaS

Pages that answer the question buyers arrived with.

Thena.ai
Logistics

Organic visibility across UAE delivery searches.

Jeebly
SaaS

Citations that give AI a reason to recommend it.

TrustEvals.ai
Fintech

Keeping every page current, so it keeps earning.

Jify
B2B services

Building visibility on the questions B2B buyers ask.

VCSO
Fintech

Answering how buyers research digital gold.

Safegold

Spend your time on leads, not on records

Erlin fills in the record as the conversation happens, so your team always knows who a lead is and what happens next.

Less data entry

Names, contact details, needs, and next steps are captured from chats and emails as they happen.

Leads from your channels, in one list

Chat, email, forms, and ad leads land in one list, each tagged with where it came from.

Know what to do next

Each lead carries its grade, the reason behind it, and the next step, so leads don’t sit waiting.

Everything about a lead, in one record

See every lead at a glance, open any one for the full picture, and pick up the conversation where it left off.

LeadsLast 30 days
124Total leads31New38Qualified9In conversation18Spam
AllQualifiedNeeds reviewNewest
  • Ava MitchellRolling out to about 40 people4 minQualified
  • Marcus DoylePricing for 200 seats12 minQualified
  • DWDan WhitfieldPartnership inquiry19 minSpam
  • Priya RaghavanMigrating from a spreadsheet28 minQualified
  • Tom BrennanWants a reseller discount1 hrNeeds review
  • Renata AlvesAsked about SSO and rollout2 hrQualified
  • ?No name givenForm submission3 hrSpam
  • Daniel OkaforReplacing a tool they outgrew4 hrQualified
  • Rosa IglesiasAsked for a call next week5 hrQualified
  • KMKev MackieStudent, writing a dissertation6 hrNeeds review
By channelSourceLeadsQualifiedRate
  • Website chat461941%
  • Email381437%
  • Website form22418%
  • Google Ads1218%
  • Social600%
Leads per day7Aug 23Sep 6Sep 21ChatEmailForms124 in the period

See deals move through your pipeline

Track leads from the first message to won, see what’s stuck, and know which channels bring deals that close.

Pipeline$307,900 open
All dealsMineNeeds attention
New3
Daniel Okafor

Migrating off a legacy tool

Asked ChatGPT$9,6001 hr
Rosa Lin

Trial for a 12-person team

Website chat$4,3003 hr
JHJordan Hale

Asked about annual billing

Website form$7,2005 hr
Qualified3
Ava Mitchell

Rolling out to about 40 people

Website chat$28,8004 min
Priya Raghavan

Migrating from a spreadsheet

Email$12,00028 min
NONina Okoro

Needs it live in six weeks

Telegram$18,0002 hr

Your team should be selling, not updating records

Book a demo

Keep your records where you want them

Connect the CRM you already use, such as HubSpot or Zoho CRM, or keep everything in Erlin. Either way, chats and emails are logged with the lead.

  • HubSpot
  • Zoho CRM
  • Google Sheets
  • Zapier
  • Gmail
  • Outlook
  • Slack

Frequently asked questions

Do I have to switch CRMs?

No. Connect the CRM you already use, such as HubSpot or Zoho CRM, or send leads to Google Sheets or through Zapier. Leads arrive with the grade, the reason, the source, and the transcript. If you don’t have a CRM yet, use Erlin’s on its own.

What gets recorded automatically?

The lead’s name and contact details, their company, what they asked for, where they came from, their grade and its reason, any files they shared, every message, and the next step.

Can I edit a record?

Yes. Change any field, add notes, move a lead between stages, or reassign it. Erlin keeps a history of what changed and who changed it.

Which channels feed the CRM?

Website chat, email, forms, Telegram, and ad leads from Google and Meta.

Is the CRM available now?

It’s in beta. Book a demo and we’ll show you what’s live today and what’s coming next.

Stop typing up your leads

See how leads arrive already filled in, how Erlin works with the CRM you use today, and what’s live in the beta.

Book a demo (opens in a new tab)
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