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Public betaWhat is an agentic CRM?

The Agentic CRM for Client Relationships

AI agents find the right contacts, write and send personalized outreach, follow up, and handle replies across email, voice & chat—while you approve what matters.

Starter pack $3.99 · No seat fees · CAN-SPAM compliant

Trusted by teams at firms, funds, and fast-growing companies.

  • Baird Augustine
  • Direct Credit
  • Kavanah
  • AW3 Technology
  • SoundGen
  • Deelz
  • Silicon Valley Economic Forum
  • TRMNLY
  • Newfound Maya
The challenge

Managing client relationships shouldn't be this hard.

Fragmented tools and forgotten follow-ups are silent killers for growing service businesses. Here's what's holding you back.

  1. 01

    Client conversations scattered across tools

    Important context gets lost when emails, calls, and chats live in different apps.

  2. 02

    Follow-ups falling through the cracks

    Clients go cold because you forgot to check in or respond in time.

  3. 03

    No visibility into relationship health

    You don't know which clients need attention until it's too late.

  4. 04

    Manual work eating up your day

    Hours spent on scheduling, reminders, and repetitive communications.

  5. 05

    Growing client base, shrinking bandwidth

    Quality of service drops as you take on more clients.

How it works

Three steps.
Infinite relationships.

From a list of names to booked meetings — with AI doing the busywork and you approving what matters.

01Import your contacts

  • Upload a CSV or sync your CRM
  • Enrichment fills in titles, firms, and emails
  • Every address verified before it's used

02Craft AI workflows

  • Multi-step sequences across channels
  • AI personalizes every touchpoint
  • Approve copy before anything sends

03Nurture at scale

  • Replies sorted by intent in one inbox
  • Agents follow up and book meetings
  • Take over any thread, any time
200K+
Contacts managed in AngelSend
60+
Campaigns launched
100+
Agent actions via API & MCP
10+
Teams onboarded
The toolkit

Everything you need.
One thinking partner.

One platform for every client conversation — email, voice, and chat — with AI that drafts, follows up, and guards your reputation along the way.

Draft full campaign sequences, generate personalized copy, and pair with AI on follow-ups and replies — one editor that ideates, refines, and challenges your thinking.

Every client email in one threaded view with full history. AI sorts replies by intent and drafts the next message in your voice.

An AI voice assistant that calls, qualifies, and schedules — with automatic transcripts, summaries, and a clean handoff to your team.

A chat assistant you embed with one script tag. It answers from your knowledge base, greets visitors proactively, and hands off to a person in real time.

Sequences that branch on engagement and intent — stop on reply, nudge on silence, and route anything sensitive to your review queue.

Sending limits, warm-up, address verification, and bounce monitoring built into every send — so outreach never costs you your domain.

Automatic opt-out handling, block lists, and CAN-SPAM footers baked into every workflow.

HubSpot, Salesforce, Gmail, Outlook, and Google Calendar stay in sync automatically — and every action is available over API and MCP.

Why teams switch

AngelSend vs traditional CRMs.

FeatureAngelSendTraditional
AI-powered personalization
Multi-channel outreach (email, voice, chat)
Built-in deliverability guardrails
Real-time engagement tracking
AI co-creation editor
Automated follow-up workflows
Native CRM & calendar sync
Integrations

Fits the stack
you already have.

AngelSend plugs into the inbox, CRM, and phone tools your team already lives in — no rip and replace.

See all integrations

CRM sync

Contacts, accounts, and activity stay in step with HubSpot and Salesforce.

Your own inbox

Send from Gmail or Outlook, with replies and meetings landing back in AngelSend.

Calls & SMS

Voice and text through Twilio, with transcripts and summaries on every record.

API, MCP & webhooks

Every action is available to your code and your agents, with signed webhooks out.

Apps

AngelSend on desktop and iPhone.

The full platform in its own window on Mac and Windows, and a native iPhone app for your inbox, campaigns, and AI assistant on the go. Same account everywhere.

The macOS app is signed and notarized by Apple.

AngelSend for macOS

macOS 10.15+ · Apple Silicon & Intel

Download for macOS

v0.1.0 · 6 MB · Free

AngelSend for Windows

Windows 10 & 11 · 64-bit

Download for Windows

v0.1.0 · 2.5 MB · Free

AngelSend for iPhone

iOS 17+ · via Apple's TestFlight app

Join the beta

Public beta · Free

Pricing

Pay only for what
you actually send.

Credit-based. No per-seat fees. Every feature included on every plan.

0.05
credits · Campaign email
0.5
credits · LinkedIn message
1–2
credits · AI assistant action
2
credits · Voice call minute
  • Starter Pack

    Try first
    $3.99one-time
    500 credits
    • Try AngelSend risk-free
    • All channels included
    • No subscription required
  • Growth

    Most popular
    $24.99/mo
    5,000 credits
    • Full AI personalization
    • All channels included
    • CRM integrations
  • Pro

    $69.99/mo
    15,000 credits
    • Priority processing
    • API access
    • Advanced analytics
  • Enterprise

    $200/mo
    50,000 credits
    • All Pro features
    • Team collaboration
    • Priority support

Every feature on every plan. Need more volume? View detailed pricing

Questions

Things teams ask before they switch.

Still curious? Reach out — a real human will answer within a day.

An agentic CRM doesn't just store contacts and wait for you to act. AI agents do the work: they find the right contacts, write and send personalized outreach, follow up, sort replies, and update records. You set the goals and guardrails and approve what matters. AngelSend is an agentic CRM built for client outreach across email, voice, and chat.

Our AI uses data from connected integrations (like Apollo, Hunter, and ZoomInfo) to craft personalized messages referencing relevant details about each contact. You can also train the AI on your communication style for more authentic messaging.

Most users are up and running quickly. Connect your integrations, import your contacts via CSV or CRM sync, and set up your first campaign or workflow.

AngelSend includes built-in sender reputation tools: sending rate limits, domain warmup guidance, bounce prevention, and engagement tracking to help protect your domain health.

You maintain complete control. Set sending limits, review queued messages, approve outreach before it sends, and take over conversations at any point. Think of it as autopilot — you can always grab the wheel.

AngelSend supports email (Gmail & SMTP), LinkedIn messaging, SMS (via Twilio), and AI voice calling. You can also embed AI chat and voice widgets on your website. All channels are managed from a unified inbox.

AI Intercom is an AI chat assistant you embed on your website with one script tag. It answers visitors from your knowledge base, sends proactive messages, and hands conversations off to your team in real time. You control its colors, launcher, icon, and home screen.

Begin a kinder kind of
client outreach.

Bring AI into every thread without losing your voice. Try AngelSend with a single credit pack — no subscription, no seat fees.

Starter pack from $3.99 · CAN-SPAM compliant · Reputation protected