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Onita AI
Sales & marketing

A CRM that runs itself

Onita gives you a CRM your AI workforce actually maintains — capturing every interaction, enriching every contact, and surfacing the next best action — so your relationships live in a system that's always current.

Definition

What is Onita for CRM?

An Onita CRM is a customer database that your AI agents keep accurate and act on — logging activity, enriching records, updating stages, and prompting the next step — instead of a system your team has to babysit.

  • CRM Agent
  • Enrichment Agent
  • Signal Agent
The shift

From crm that drags to crm that runs itself

The old way

  • Records go stale the day after they're entered
  • Reps forget to log calls and emails
  • Contacts missing key data and context
  • The next action lives in someone's memory

The Onita way

  • Agents keep every record current for you
  • Interactions captured and logged automatically
  • Records enriched the moment they're created
  • Agents surface the next step at the right time
How Onita solves it

Three ways your crm changes

  1. Always-clean data

    Agents capture, dedupe, and enrich records continuously, so the CRM you trust is the one you have.

  2. Context on every contact

    Every relationship carries its full history and the intelligence agents gather around it.

  3. The next action, surfaced

    Agents watch your pipeline and prompt the right follow-up before anything goes cold.

AI workflow

How a relationship stays warm

  1. 1
    Interaction

    A call, email, or meeting happens

  2. 2
    CRM Agent

    Logs it and updates the contact and deal stage

  3. 3
    Enrichment Agent

    Fills in missing context and firmographics

  4. 4
    Signal Agent

    Spots a cooling deal and drafts the next touch

  5. 5
    Rep

    Approves and sends, relationship kept warm

Onita running the CRM workflow with AI agents
3 agents at work
What you get

Built to carry the work, not just track it

Auto-logged activity

Every interaction is captured and attached to the right record — no manual data entry.

Continuous enrichment

Contacts and companies fill in with the context your team needs to sell and serve.

Pipeline intelligence

Agents surface at-risk deals and the next best action, so nothing stalls unnoticed.

Unified customer view

One record per relationship, shared across sales, success, and support.

100%

activity captured

0

manual data entry

1

source of truth

For the first time our CRM is actually accurate. The agents log everything and tell us who to follow up with — we stopped nagging the team to update records.

Ada NwosuRevOps Lead, Quanta

CRM, answered

Can we migrate our existing CRM data?

Yes. We migrate and clean your existing records during setup, so your team keeps the relationships they know in a system that stays current.

How does data stay clean?

Agents capture interactions, dedupe, and enrich records continuously — the maintenance that normally falls to reps happens automatically.

Does it work with sales and support?

Yes. One unified record per relationship is shared across sales, customer success, and support so everyone sees the full picture.

Who configures it?

We do. Our team builds your CRM and its agents around your pipeline and process after your demo.

Put an AI crm team to work

Book a demo and we'll design, build, and run the agents for crm around how your business already operates.