The all-in-one CRM with AI and automation built in
Replace a stack of separate tools with one all-in-one CRM: contacts, pipelines, automation, AI voice and chat agents, funnels, booking and reviews on a single record. Quotes, contracts and invoices sit on the same record, so sales and the back office stop keeping two versions of every customer.
- Enquiry from the websiteMon 09:14
- Estimate accepted onlineThu 16:04
- Contract signedFri 11:20
- First invoice paidFri 11:42
Trusted names. Less admin. More momentum.
- Universal
- 3SA Estate
- Telenor
- Avida Estate
- Capitol Records
- Fluent Finance Abroad
- SVT
- Benedictsson & Partners
- LYKO
- Lovett & Associates
- Bambora
- Madison Taylor
- Lernia
- Megapixel Group
- ALLTID
- Havenly Living
- Sture Hof
- Westwood International
- Östersunds Kommun
- Zenith Mode
Your customer lives in eight tools and none of them agree
Growth has stalled, and the systems behind it have grown by accident. A CRM for sales, another tool for email, another for booking, a phone system, a review tool, a website builder, a quoting tool and a set of connectors holding it all together. Each one has a login, an invoice and its own copy of the customer.
An all-in-one CRM puts every one of those jobs on one contact record. When a lead books, replies, signs, pays or goes quiet, every part of the business sees it at once, and the report at the end of the week is the same report everyone works from.
Data copied by hand
The same customer is re-keyed between tools, and every copy drifts further from the truth.
Subscriptions keep adding up
Each new need becomes another tool, another seat price and another thing to connect.
Connectors break quietly
An automation between two tools fails on a Friday and nobody notices until the leads are cold.
No single view of revenue
Without one record from ad click to invoice, nobody can say which spend produced which customer.
Every job reads from the same customer record.
- Contacts
- Companies
- Pipelines
- Tasks
- Estimates
- Contracts
- Invoices
- Payment links
- Booking
- Inbox
- Reviews
- Reporting
Eight subscriptions become one record
Most companies we speak to pay for a separate tool for each job below. Each one holds a copy of the same customer, and none of them agree. This is what moves onto the platform.
| Before: a separate tool for | After: built into the platform |
|---|---|
| Website and page builder | Native website and funnel builder |
| Email marketing | Native email, SMS and WhatsApp campaigns |
| Online scheduling | Native multi-calendar booking |
| Telephony and dialler | AI voice agent with call recording |
| A standalone CRM | AI-assisted CRM with pipelines |
| Automation connectors between tools | Native workflow automation |
| Review collection | Reputation management with reply drafting |
| Dashboards stitched from exports | Unified reporting in one place |
A pipeline that stays clean as a side effect of the work
One example of what one record makes possible: every change on a deal or contact keeps the CRM accurate and the weekly report honest, without a Friday clean-up.
Pipeline hygiene and reporting
- Trigger
Deal changed
Stage, value or owner
- Trigger
Contact changed
New, merged or imported
Values kept in step
Deal value, source and referral partner are copied onto the contact automatically.
InstantDuplicates and imports cleaned
Imported or duplicate records are merged or removed by rule, not by hand.
Daily- Deal movingActivity this week
Source to revenue tracked
Every won deal traces back to the channel and campaign that produced it.
OngoingWeekly revenue report sent
Leadership gets pipeline, source and revenue numbers every Monday, from the same record the team works in.
Weekly- Done
- No activity 14 daysDeal has stalled
Stalled deals flagged
Deals with no activity for too long are flagged to their owner with a task.
DailyOwner asked for the next step
Reply updates the deal
- End
- Deal movingActivity this week
- Enquiry from the website form: annual retainernew
- Contact created with source and campaign
- Duplicate from an old import merged by rule
- Meeting booked from the proposal linkbooked
- Deal value and source copied onto the contact
- Included in the weekly revenue reportdone
Illustration. The rules and timings are set with you.
What your current stack costs against one licence
Put in what you pay each month for the tools above. The comparison is your own arithmetic: today's stack against the licence plus usage.
Based on the figures you entered
This is your own arithmetic on the figures you entered, not a result levelpartner.ai has produced for anyone.
How this is calculated
current = sum of monthly tool costs × 12
platform = €7,512 licence + (emails × €0.0009 + SMS × €0.010 + minutes × €0.022) × 12
difference = current − platform
Tool prices are yours, in the currency you pick; our euro prices are converted to it so the two compare directly. Implementation beyond the 30 included hours is separate; see the migration calculator on the CRM implementation page.
Worked example. Eight tools at 100 a month each cost 9,600 a year. The licence plus 10,000 emails and 1,000 SMS a month comes to about 7,730, so the stack costs roughly 1,870 more a year.
An all-in-one CRM with AI and automation in every part
Capabilities that normally come from separate CRM software and add-ons, sharing one contact record and one login per person, with unlimited users.
CRM and smart pipelines
Customer relationship management that keeps itself current. Pipelines update automatically based on client behaviour: a booked meeting, an accepted estimate or a paid invoice moves the deal without anyone dragging a card.
Contacts, companies and your own record types
Contacts carry custom fields, tags, notes, tasks and their first and latest source. Link people to a company, and add custom objects for the things your business tracks that are not people, each with its own fields and workflows.
Smart lists and clean data
Saved lists filter on any field with and/or rules and drive bulk actions: tag, message, enrol in a workflow or export. Duplicate rules keep one record per email or phone, and duplicates that slip through are merged into one master record.
AI agents on voice and text
Voice and text agents qualify leads and book appointments 24/7, then write what they learned to the contact. The AI CRM is the record; the agents do the first conversation.
Marketing across email, SMS and WhatsApp
Omnichannel campaigns from the same record, so a contact who replied on WhatsApp is not sent the email that asks them to reply.
Website, funnels and booking
Fast funnels, landing pages and blogs built into the platform, on your domain, with every form writing straight to the CRM. Multi-calendar booking with routing and round-robin scheduling sends meetings to the right person.
Reputation, reporting and integrations
Automated review requests and AI-drafted responses. Attribution from ad click to closed revenue. Connections to your payment provider and accounting software, so finance sees the same numbers.
- Source Paid search, retainer campaign
- Stage Meeting booked, Tuesday 10:00
- Messages Email, SMS and chat in one thread
- Estimate Accepted, invoice drafted
- Review Request scheduled after the deal is won
The back-office jobs it does, from quote to cash
People search for a CRM with ERP because they want quotes, contracts, invoices and customers in one place. For a service business that is most of the back office, and here each job reads the same record.
Invoices, payment links and recurring billing
One-off and recurring invoices created from the deal, paid by card on file or a payment link sent by text and email, through your connected payment provider. A paid invoice can mark the deal won and start onboarding.
Estimates that turn into invoices
Prices are set once in a products and services list. Build an estimate from it, send it from the deal and convert it to an invoice once the client accepts online.
Contracts signed online
Proposal and contract templates fill from the contact and the deal, and the signed document lands on the record.
Tasks and hand-offs
A won deal creates the onboarding tasks, assigns an owner and sets the due dates, so delivery does not wait for an email.
Your own record types
Custom objects track properties, policies, projects or anything else that is not a person or a deal, linked to the records they belong to.
What stays in your accounting software
It is not a full ERP, and it is worth knowing where the line sits before you choose. Two kinds of job stay outside the platform.
General ledger, VAT returns and payroll
These stay in your accounting software. The platform connects to it, so invoices and payments raised here reach the books without being typed in twice.
Stock control, purchasing and manufacturing
If you hold inventory or run production, you need a dedicated ERP beside the CRM. The platform handles the customer side and keeps the customer side: quotes, contracts, invoices and payments.
Usage billed as used, with no minimum
Usage is billed as you use it, at the rates below, with no minimum and no commitment. Rates are in euros; carriers set different prices by country, so messages and calls are listed per market. The CRM, website builder, booking, social scheduling, reputation tools, workflows and reporting carry no usage charge.
| Service | Rate |
|---|---|
| €0.0009 per email (€0.90 per 1,000) | |
| SMS | from €0.010 per message segment, by country |
| Calls | from €0.022 a minute outbound, €0.016 inbound, by country |
| Phone numbers | from €1.53 per number a month, by country |
| WhatsApp Business | €30.00 a month, plus from €0.0048 per message |
| Voice AI | from €0.080 a minute, plus model tokens and call minutes |
| AI content | €0.13 per 1,000 words, €0.084 per image |
| AI chat replies | from €0.33 per million tokens read, €2.67 per million written |
| Premium workflow steps (webhooks and other premium triggers and actions) | €0.013 per run, the first 100 runs free |
| Local listings sync | €53.32 a month per location |
Before and after one all-in-one CRM
A stack of separate tools
- The same customer in four or five places
- A subscription and a login for every job
- Connectors that fail without telling anyone
- Reports built by hand from exports
One platform, one record
- One contact record every feature reads and writes
- One licence, unlimited users and contacts
- Automation that runs on the record itself
- Reporting from source to revenue, always current
The work does not change. Where it is recorded does, and that is what makes the automation and the reporting reliable.
Where the CRM connects
The CRM is the record. These are the features that act on it most.
Built for four kinds of business, equally
The same CRM system, with pipelines and fields in each industry's own terms. If you run an accounting firm or a financial advice firm, there is a page written for you.
Agencies
Agencies track every retainer, proposal and client report on one record instead of a CRM and three spreadsheets.
Consultants
Consultants move each engagement from enquiry to proposal to invoice without re-keying a single client detail.
Mortgage brokers
Brokers keep every case, document chase and product expiry date on one record that the whole office can see.
Real estate
Agents keep buyers, sellers, viewings and valuations in one place, with follow-up running behind every listing.
€7,512 a year is the licence. Implementation is separate.
The licence is €7,512 a year, with every feature available and no tiers, unlimited users and contacts, and 30 hours of onboarding included. Implementation beyond those hours is €85 an hour, and custom builds are quoted separately, to scope. Both are agreed in writing before any work starts.
A typical full build, where the whole stack moves across, lands at 30 to 60 hours. The first 30 are already in the licence. Usage is billed as used, at the rates shown above.
levelpartner.ai
€7,512
a year, the platform licence
- Every feature is available on one licence, with no tiers
- Unlimited users and unlimited contacts, no per-seat fee
- 30 hours of onboarding included, plus a 30-day check-in after launch
- Implementation beyond the included hours at €85 an hour, scoped and approved first
- Custom builds quoted to scope
- Usage billed as used: email, SMS, calls, WhatsApp, AI, premium workflow steps and local listings sync, at published rates
Guides worth reading first
CRM implementation process: how it works and how to set it up
Run the CRM implementation process as gated phases, from discovery to embed, with a pilot group first and the old system read-only once the import is checked.
CRM migration checklist you can use
This CRM migration checklist orders the move by what you cannot undo: custom fields first, then a test import, the duplicate merge and a counted cutover.
How to set up a CRM
Here is how to set up a CRM your sales team adopts tomorrow: one pipeline, a few fields, a clean contact import and a rule against forgotten follow-ups.
How the move happens, in four stages
We set it up with you. Most companies are live in two to four weeks.
Foundation
Your data and domains moved across and your users added, with duplicate rules and custom fields agreed first.
Automation
Your existing automations rebuilt natively on the platform, so nothing depends on a connector between tools.
Website and funnels
Your website and funnels moved onto the builder, with every form writing to the CRM from the first day.
Handover
Your team trained on real work and your old subscriptions switched off once the new record is trusted.
Questions buyers ask
What does an all-in-one CRM include?
Contacts and pipelines, a unified inbox, email, SMS and WhatsApp, booking calendars, workflows, AI voice and chat agents, funnels and websites, forms, estimates, contracts, invoices and payments, reviews and reporting. Every feature reads and writes the same contact record, so nothing needs a connector to stay in step.
How much does the CRM cost?
The licence is €7,512 a year, which works out at €626 a month, with every feature available, unlimited users and contacts and 30 hours of onboarding. Implementation beyond the included hours is €85 an hour and custom builds are quoted separately. Usage such as email and SMS is billed as used at the published rates.
Is it a CRM with ERP?
For a service business it covers the ERP jobs that touch the customer: products, estimates, contracts, invoices, recurring billing, tasks and your own record types. It does not keep a general ledger, run payroll or manage stock. Those stay in accounting software, which the platform connects to.
What does implementation involve?
We set it up with you in four stages: your data and domains moved across and your users added; your existing automations rebuilt natively on the platform; your website and funnels moved onto the builder; then your team trained and your old subscriptions switched off. Most companies are live in two to four weeks.
How many hours does a full build take?
A typical full build lands at 30 to 60 hours, depending on how many tools you are moving off and how much data comes with them. The first 30 hours are included in the licence, and anything beyond is scoped and approved before it is billed.
How do we stop duplicates coming across in the migration?
Decide the matching rule first: one record per email address, per phone number, or both in an order you choose. Imports then update existing contacts rather than creating copies, and anything that still doubles up can be merged into one master record. Merges are permanent, so they are checked before they run.
Is this the best CRM for a small business?
It is built for established companies with 10 to 250 staff whose growth has stalled, not for a team of three. If one CRM for sales, marketing, service and billing would replace several subscriptions you pay for today, it is likely to be a good fit. If you only need a contact list, it is more than you need.
Can we keep our current CRM?
Yes, the platform can run alongside it. Most companies choose to consolidate because one record per customer is what makes the automation and the reporting reliable. If you want to compare first, see the CRM comparison.
Tell us your stack. We will build the migration plan.
Bring the list of tools you pay for today. We will scope yours on the call, show you what moves across and what it would cost, and you leave with a migration plan whether or not you buy.
Book a strategy call
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One record for the whole business
Replace the stack, keep the customers, and see every number in one place.