AI inbox + copilot
Every email, SMS, and voicemail classified and routed in under 2 seconds. A copilot that drafts replies, attaches the right deal, and never asks you to copy-paste.
Chasing carrier portals for commission statements you already earned.
AiTCRM unifies your inbox, deals, carriers, and sub-agents in one AI-native tenant. Built by Intelligent iT for the agencies and MSPs we run ops for every day.
No credit card required · Free trial includes the full Channel Ops module
The motions an agency actually runs — built in, not bolted on.
Every email, SMS, and voicemail classified and routed in under 2 seconds. A copilot that drafts replies, attaches the right deal, and never asks you to copy-paste.
Pulls statements from RPM, AppDirect, and direct carriers. Catches missed payouts and clawbacks before your CFO does.
Drag-and-drop workflows for quote-to-order, escalations, and onboarding. Native steps for AppDirect, RPM, Smartsheet — no Zapier glue, no per-step pricing.
Sub-agent signs up, completes KYC, signs the agreement, and is quoting in 15 minutes. White-labeled on Enterprise.
Real-time, field-level sync between AiTCRM deals and the Smartsheet trackers your carriers require. No silent desyncs.
Every record scoped via Postgres RLS. Clerk SSO with Google + Microsoft. SOC 2 controls, audit logs, BYOC for Enterprise.
“Channel Ops gave us back two full ops headcount in the first quarter. Smartsheet sync alone was worth the price — we shut down four Zapier accounts the first month.”
Director of Channel Operations
Master agent partnered with GCG
14-day free trial · full feature access · white-glove migration on Pro and Enterprise.