Salesforce-grade core capabilities: full Pipeline, real-time dashboards, custom reports, AI analytics, role-based permissions, and integration API. The difference: AI-native, on-premise deployable with data sovereignty, and a more rational licensing cost.
The above reflects actual Aiii CRM Agent specifications. All illustrative visuals use mock data — no real client figures.
From lead to close, every stage has clear data visibility and AI assistance — no guesswork, just systematic tracking.
Drag cards to move between stages
| Client | Amount | Owner | Stage |
|---|---|---|---|
| Manufacturing Client | $120K | Rep Lin | Prospects |
| Group A | $55K | Rep Chen | Prospects |
| Chain Retail B | $280K | Mgr Wang | Contacted |
| Logistics Co. | $90K | Rep Lin | Contacted |
| Tech Corp C | $450K | Mgr Wang | Proposal |
| F&B Brand | $160K | Rep Chen | Proposal |
| Financial Svcs D | $380K | Mgr Wang | Negotiating |
| Education Org | $150K | Rep Lin | Negotiating |
| Industrial Group E | $200K | Rep Chen | Closed Won |
| Consulting Firm | $120K | Mgr Wang | Closed Won |
Drag-and-drop Kanban tracks every deal through its full lifecycle — from initial prospect to signed contract. Every stage is visible at a glance, with bottlenecks immediately apparent.
12 real-time analytics charts: KPI comparison, revenue trends, sales funnel, bottleneck analysis, scatter plots, team health. URL-bookmarkable with filter sharing — everyone aligned to the same numbers anytime, anywhere.
24 metrics × 8 dimensions — drag-and-drop to compose reports, synced across devices. Sales managers get the latest numbers on demand, no more waiting for IT to run reports.
Custom fields, multi-level tagging, company hierarchy structure — every contact’s context is clear and searchable. Activity timeline with AI auto-summaries so no interaction is ever lost.
Same full Pipeline, dashboards, reporting, and AI — but Aiii CRM Agent is designed for B2B companies at the hundreds-of-users scale: versatile, plug-and-play, fast to onboard, reasonably priced, and deployable on your own private cloud or on-premise. Enterprise-grade capability made genuinely usable and affordable for mid-market businesses.
Click a tab to see each capability in action — meeting transcription, channel integration, direct queries, and real-time goal attainment.
Upload or record live — AI auto-generates a full transcript, extracts meeting highlights and action items, then writes them back to the relevant deal. No more manual note-taking after field visits; managers get instant progress visibility.
Connect LINE conversations directly into CRM — the system auto-organizes them into a “Client Progress Summary.” No more asking reps one by one where each account stands — just open CRM. LINE is one powerful integration channel; the platform itself is the core.
Query your CRM in natural language — no need to build a report first. Ask “Which deals stalled this week?” and the system instantly lists matching deals with stall duration and recommended next steps.
Quarterly targets, team progress, individual quotas — always the latest numbers. No waiting for month-end tallies; open it and instantly see how far you are from target and where to push harder.
The above is illustrative. All screens and figures are mock data — no real client information.
From meeting transcription to smart alerts, from timeline summaries to intent detection — AI is embedded throughout the workflow so reps can focus on selling.
Transcribes meeting recordings, auto-extracts key highlights and action items, and writes them back to the deal timeline — no more time spent manually typing up field visit notes.
AI analyzes customer interaction intent and proactively alerts reps when a deal has been stalled at a stage beyond a set number of days; integrates with the notification hub so no critical touchpoint is missed.
Every customer interaction — Email, phone, meetings, LINE messages — unified into a timeline, with AI auto-generating a context summary. New team members can get up to speed instantly.
Dashboards, a custom report builder, and predictive analytics converge into a deep-dive revenue intelligence hub. Drill down from overall KPIs to individual reps and deals — bottlenecks and opportunities become immediately visible.
Illustrative mock data — no real client figures
More than a polished front-end. From access governance and data modeling to integrations and audit logs, Aiii CRM Agent has the enterprise-grade backend required for serious deployments.
Set access scope by team, grade, and region — field-level permissions and data visibility with fine-grained control, so sensitive information only reaches those who need it.
Add custom fields and tags to accounts, contacts, and deals — or create custom objects that match your business logic. The system adapts to your process, not the other way around.
Open REST API and Webhook for bidirectional integration with ERP, helpdesk, marketing automation, BI, and other existing systems — data flows freely instead of living in silos.
Full operation audit logs, login trails, and data change records — supporting internal compliance reviews and external audits, compliant with PDPA data protection requirements.
Modern Next.js-based architecture scales horizontally from tens to hundreds of users across multiple regions — performance stays stable as your team and data grow.
Real-time sync across desktop, tablet, and mobile — reps can view and update deals in the field, with no re-entry needed back at the office.
Aiii CRM Agent is not a “LINE tool.” LINE, Email, phone, web forms, social media — every touchpoint is simply one entry channel flowing into the CRM. All interaction data is unified into one customer view, so context is never lost across channels.
LINE is one of many omnichannel intake channels — not the definition or core of this CRM. The core is Pipeline, dashboards, and AI analytics.
Aiii CRM Agent supports on-premise AI Hub and proprietary compute deployment. Finance, manufacturing, government — any organization with data sovereignty requirements can keep customer data entirely within their own environment. The AI runs on-premise, data never leaves, and full AI capabilities remain available. This is an option most foreign SaaS CRMs simply cannot offer.
With the same core CRM capabilities as Salesforce — Pipeline, dashboards, reporting, and AI — the difference is: AI-native architecture, on-premise deployment with data sovereignty, and a pricing model that makes sense. No need to pay enterprise licensing fees designed for 10,000-person organizations.
Not an AI button layered onto a legacy architecture. Aiii CRM Agent was designed from the ground up with AI as the backbone — meeting transcription, intent detection, and summary generation are all embedded in the core workflow.
Unlike most foreign SaaS CRMs that only offer cloud versions. Aiii CRM Agent supports on-premise/private deployment so any organization that values data sovereignty can keep sensitive data firmly within their own environment.
Served directly by our Taiwan-based team — requirements, onboarding, and iterations handled without translation delays or cross-timezone wait times.
Salesforce sets the industry benchmark — and the industry’s highest license fees. Aiii CRM Agent delivers Salesforce-caliber core CRM functionality at a cost structure that mid-market B2B companies can actually sustain.
Practical note: Aiii CRM Agent includes a full Pipeline, dashboards, custom report builder, role-based permissions, integration API, and AI meeting analysis — a scalable enterprise B2B CRM. Every company’s sales workflow and integration needs are different; we conduct a requirements assessment before onboarding to design the right configuration for you.
Schedule a 30-minute demo to see Pipeline management, the analytics engine, AI meeting analysis, and on-premise deployment in action — applied to your business.
