AI CRM · BytePlus
Make every rep close like your best.
Scan a card in, and follow-up runs itself — outreach, nurture and retention, auto-segmented and permissioned by role. Who's ready to buy and what to do next, made obvious, so every rep performs like your top closer.
Where CRM breaks down today
The system holds your pipeline, but it can't run it.
A pipeline nobody trusts
Reps log deals after the fact, if at all. Stages go stale, close dates drift, and the forecast you take to the board is built on guesswork that quietly slips every quarter.
Follow-ups that fall through
Every signal — an email reply, a call, a support chat — lives in a different tool. Nobody stitches them together, so the warm deal goes cold and the renewal lapses before anyone notices.
Churn you only see in the rear-view
Outreach can't be personalised at scale, so retention waits until the account is already leaving. By the time the number drops, the customer is gone — and winning them back costs far more than keeping them would have.
What powers it
BytePlus building blocks, deployed your way.
The revenue loop
How we run your whole revenue loop on AI.
A living Customer-360 universe and daily buying signals feed the revenue plan; pipeline, outreach and demand gen execute it; every reply feeds back in — so win rate compounds quarter after quarter. Each step below is a screen your team will operate.
- Step 01 · Customer 360 — Fuse CRM, email and chat into one universe. Connectors wrap Salesforce or your native CRM and pull every email thread, call transcript and chat into one living Customer-360 universe — cross-linked by account, so each territory sees only its own book.
- Step 02 · Buying signals — Catch the buying signal the day it fires. The AI watches funding rounds, competitor price moves, tender windows and champion job changes — filed into an external-intelligence base beside your book, so a warm account never cools unnoticed.
- Step 03 · Strategy — Turn book truth into revenue priorities. Your pipeline's real state meets the outside market: which renewals to defend first, which competitor accounts to attack, where discounting stops. Every priority traces back to an internal record or an external signal.
- Step 04 · Revenue plan — Turn priorities into a plan you sign off. The AI drafts a revenue plan for the half — lift win rate 38%, cut the cycle 28%, grow net retention 22%, eliminate 90% of manual entry — laid out for you to adjust and sign off before anything cascades to the teams.
- Step 05 · Distribution — Route the plan across every revenue team. The plan splits into tracked tasks across Enterprise, SMB, Partnerships, CS & Renewals, RevOps and Marketing — pipeline reviews, renewal waves, co-sell lists — routed to the right seniority and tracked from assignment.
- Step 06 · Pipeline — Run the board — discount sign-off built in. Every deal task sits on one board; each role sees only its book — AEs their deals, leads their pod, the director the number. Discounts above threshold route to sign-off automatically, so approvals never stall a close.
- Step 07 · Outreach — Outreach that cites each account's story. One brief becomes emails, proposals and video — 'draft renewal outreach for the 12 accounts due in 60 days, cite each one's usage dip' — personalised per account from the Customer-360 record, not a mail-merge token.
- Step 08 · Review — Score every message before it reaches a customer. Each piece is scored on personalisation, timing, tone, CTA, accuracy and compliance; anything under the bar loops back for a redo. You set the threshold and how many loops run before a human takes over.
- Step 09 · Reach out — Reach out everywhere, then listen. Sequences ship on every channel; one dashboard tracks reach, engagement and reply rate. Replies file into a Respond database, feeding the Customer-360 universe (step 1), the signal scan (step 2) and outreach drafts (step 7).
- Step 10 · Compounding — Make this quarter's losses next quarter's wins. Win-loss notes and reply data tune what runs next — save plays that landed 8 of 12 renewals get scaled, cold plays get cut — and everything routes back into steps 1, 2 and 7, so the win rate compounds every cycle.
What changes
Not a tidier CRM — a pipeline that sells while reps focus on closing.
+0%
win rate
−0%
sales cycle
−0%
manual entry
How we roll it out
Five steps, low risk.
Assess
Map your CRM, channels, and where deals leak today.
Connect
API-connect email, calls, chat and your CRM — on-prem, nothing replaced.
Clean
De-dupe and normalize records so scoring has signal, not noise.
Pilot
Run scoring and next-best-action on one team and measure the lift.
Scale
Roll out scoring and retention org-wide with roles and permissions.
The payoff
Higher win rate, shorter cycles, accounts that renew before they lapse.
< 0 mo
to payback
0.0×
return on spend
+0%
net retention
Proven inside ByteDance before it ever shipped to you.
The service we deliver runs on BytePlus infrastructure, certified to:
- ISO 9001
- ISO 20000
- ISO 22301
- ISO 27001
- ISO 27017
- ISO 27018
- ISO 27701
- MTCS Level 3
- CSA STAR
- SOC 1
- SOC 2
- SOC 3
- PCI DSS
Make your CRM tell you what to do next
Book a working session and we'll scope a pilot on your own pipeline.