An AI CRM that does the follow-up for you
An AI CRM is customer relationship software where AI does part of the work: scoring leads, drafting emails, summarising meetings and suggesting next steps. StealthOS is an AI CRM for small businesses and founder-led teams. Its Sales Agent scores and researches leads, writes personalised emails and WhatsApp messages, drafts proposals, and when a deal is won the system creates the project and invoice automatically.
Lead scoring with reasons
Each lead gets a 0-100 fit score and a plain-English reason, based on your ideal customer in Company Memory.
AI-written follow-ups
Type the gist; the AI writes the email or WhatsApp in your brand voice and sends it.
Proposals in minutes
Generate a proposal from a deal, or a full website proposal from the prospect's URL.
Works with Claude and Cursor
Connect StealthOS to Claude, Claude Code or Cursor over MCP and run your CRM from a chat.
What makes a CRM an AI CRM
Most CRMs added AI as a chat box on top of old data entry. In StealthOS the AI is part of the workflow: it reads your Company Memory (what you sell, to whom, at what price, in what voice) and uses it every time it scores a lead, writes a message or drafts a proposal.
You stay in control. AI actions use credits from a monthly allowance, and imports and bulk changes are proposed for you to approve.
What the Sales Agent does
The Sales Agent is one of seven AI agents in StealthOS. In the CRM it:
- Scores and enriches new leads against your ideal customer profile
- Writes outbound sequences and replies by email and WhatsApp
- Summarises meetings into notes and action items
- Writes call scripts before discovery calls
- Drafts proposals and AI Website Proposals from a short brief
Who it's for
Founder-led service businesses with 1 to 50 people: agencies, consultancies, trades and home services, B2B service firms and software studios. If the founder is still the person chasing every deal, StealthOS is built for you.
| Task | How StealthOS handles it |
|---|---|
| Lead scoring | 0-100 score with a reason, from your ideal customer profile |
| Follow-up emails | AI writes and sends from your domain |
| Sequences and one-off messages via WhatsApp Business (Team plan) | |
| Proposals | AI drafts; AI Website Proposals research the prospect's site |
| Won deals | Project, kickoff tasks and draft invoice created automatically |
| AI assistants | MCP server for Claude, Claude Code and Cursor |
Last updated · By the StealthOS team at Rope Digital
AI CRM: questions and answers
An AI CRM is a customer relationship management system where AI handles part of the sales work, such as scoring leads, writing follow-up emails, summarising meetings and drafting proposals, instead of only storing contact data.