AI CRM for tech companies
Your tech company needs a system.
Not more tools.
We combine our CRM with proprietary AI to qualify demos, move the pipeline, automate onboarding and report results through an APP, where the founder or VP of Sales oversees and decides everything from their phone.
Run your tech company from your phone with AI
Pipeline · Live
142 opportunities
NewNew
38
Qual.Qualified
24
ProposalProposal
18
ClosedClosed
9
María González
$1.840
Carlos Martín
Lead — Inmobiliaria
Revenue today
$16,580
+0% today
47 leads today · Auto
The real problem
Most tech companies lack a solid commercial structure.
Inbox · without a system
Your team doesn't need more tools. They need the system to reply first.
Demos scheduled with leads that don't fit the ICP.
Pipeline full of stalled opportunities with no follow-up.
Slow onboarding that triggers early churn.
Sales, Customer Success and Product working on the same account without seeing each other.
MRR, churn and NRR reports that take days to build manually.
Impossible to know which channel brings the best LTV in real time.
We build the system that connects your whole tech operation in seconds on your phone.
How the system works
The CRM should do the work. Not create it.
Most systems end up being just another operational burden. Ours automates a good part of your team's work.
Estimate based on your company type
15 people · ~300 leads/month
Time savings
What your team stops doing by hand.
Monthly summary
Manual work your team stops doing:
0h
automated each month
Daily
5.3h
Yearly
1,392h
Ahorro en gestión · a $20 USD/h
$0USD/month
≈ $27,840 USD per year
Less admin. More execution.
Mobile operational intelligence
Your whole company, accessible with AI from your phone.
Not AI for demos. AI for real operational work. Query any data and create tasks, meetings and notes for your team in seconds.
Assistant
Online
What's MRR this month?
Current MRR: $42.8K (+12% MoM). 3 new customers, 1 expansion, 0 churn. NRR at 114%.
Which demos do I have scheduled this week?
8 demos scheduled. 5 qualified as ICP. 2 with high-intent score.
Create a task for Paula: prepare onboarding for Acme Corp.
Task assigned to Paula · Due today 6:00 PM · Notification sent.
Which opportunities haven't moved in a while?
14 opportunities with no movement in the last 14 days. Total: $112K in pipeline.
Pull a demo → customer conversion report for the quarter.
Report generated · Conversion 42% · 38 demos · 16 customers · CAC $1,840.
What's the response time to inbound leads?
Current average: 3 minutes 50 seconds. SLA met at 96%.
What expansion signals are in active accounts?
6 accounts with usage >85% of plan, 3 with growing teams. Ready for upsell.
How's churn this month?
Churn 1.2%. NRR 114%. Medium risk on 2 accounts (low usage signals).
Your business data, instantly at hand. From anywhere.
Team experience
Teams that stop repeating tasks are teams that produce more.
When your people don't waste hours on manual work, they spend those hours on what moves the business.
What they stop doing
- Copying data between spreadsheets
- Resending follow-up emails
- Searching info in 5 places
- Moving leads between systems
- Confirming bookings by hand
- Generating reports manually
- Remembering pending tasks
- Updating statuses one by one
Manual work that adds no value → automated.
Time freed up
up to 70%
of operational work
Capacity per person
+3×
with the same team
What they do instead
High-value work.
Close sales, serve customers well, build relationships, decide with data.
The difference that changes everything
Traditional CRMvsTFB AI System.
It's not just a CRM with AI. It's an operational layer that works for your company + a proprietary app so the leader can decide from their phone.
Traditional CRM
TFB AI System
Designed for
Traditional CRM
Operational teams. The leader is just an observer of the system.
TFB AI System
The leader. A native app to make decisions from the phone, with operations running on autopilot beneath.
Customer service and qualification
Traditional CRM
Your team replies and qualifies one conversation at a time. If they're away, it's lost.
TFB AI System
AI agents handle and qualify leads 24/7, on any channel, in your brand voice.
Recontacts and meetings
Traditional CRM
Manual reminders. What the team forgets, falls through.
TFB AI System
Automations that recontact, schedule and confirm meetings with no human intervention.
Internal tasks and processes
Traditional CRM
Assigned by hand, living in spreadsheets or scattered chats.
TFB AI System
AI creates, assigns and supervises tasks inside each customer's flow.
Customer processes
Traditional CRM
Each stage depends on someone triggering it manually.
TFB AI System
Automatic actions at every stage: communication, documents, follow-ups, closures.
Queries and reports
Traditional CRM
Pulling a report takes hours or depends on someone else on the team.
TFB AI System
You ask the AI from your phone. Instant answer, 24/7.
Decision-making
Traditional CRM
You look at dashboards and decide by intuition or wait for meetings.
TFB AI System
The AI debates with you: shows scenarios, compares options and proposes next steps.
Leader mobility
Traditional CRM
Visibility fragmented across panels. Hard to operate from the phone.
TFB AI System
Native app with everything: sales, leads, team, reports, AI. In your hand, all the time.
We work with SaaS and B2B tech companies on commercial scale-up
What it is and what it's for
What is a CRM for tech companies?
A CRM for tech companies (SaaS, software, B2B tech) manages the entire commercial pipeline: inbound leads, SQL qualification, demo scheduling, proposals and onboarding. The AI qualifies trials, books calls with the right SDR or AE and moves deals through the pipeline with no manual effort.
What a CRM for tech companies is for
Shorten B2B sales cycles
The AI qualifies trials and inbound leads and books demos directly with the right SDR or AE in minutes.
Automate new customer onboarding
Automatic triggers per event (signup, first login, upgrade) with sequences personalized by segment.
MRR, ARR and churn visibility
Real-time reports on MRR, ARR, expansion and churn by cohort, with early revenue-at-risk alerts.
Connect marketing, sales and product
A single source of truth on the customer, accessible from the CEO or founder's phone.
Frequently asked questions
What we've already solved with real tech companies.
We learned working with SaaS, software and tech companies that live on qualifying well and reducing churn. The idea is simple and critical: adapt your company to the future of B2B sales.
Yes. We integrate with the typical SaaS stack (Stripe, HubSpot, Pipedrive, Salesforce, Slack, Linear, Jira, Intercom) via API and webhooks.
Built for real companies
Designed for companies that need structure and scalability.
Recognition
OpenAI Select Partner
The Funnel Box was recognized within the OpenAI Partner Network as a Select Partner — the tier that distinguishes firms with demonstrated ability to deliver AI solutions in real enterprise environments.
Read the announcement
Forbes Business Council
The Funnel Box's application to Forbes Business Council was pre-approved on merit and business track record — Forbes' curated community for business leaders.
Request a demo
Your business already generates plenty of complexity.
We build the system that organizes it.
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