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    Everything Your AI Is Doing. Right in Front of You.

    FirstPoint CRM is the client dashboard that comes with every FirstPoint AI deployment. See your contacts, conversations, and performance data in one place. No black box. Full visibility.

    Included with every FirstPoint deployment.

    From day one, every FirstPoint client gets access to FirstPoint CRM -- a branded dashboard built on enterprise-grade infrastructure. It's not an add-on. It's the operational layer that sits behind your AI deployment and keeps you informed.

    Contacts

    View and manage all your customer contacts in one centralized place, automatically synced from your AI interactions.

    Conversations

    Track and review all your AI and human interactions across voice, SMS, and web chat with full context.

    Dashboards

    Get real-time performance data, call volumes, and analytics on your AI deployment in clear, visual dashboards.

    FirstPoint CRM Dashboard

    FirstPoint CRM -- AI campaign reporting and contact database.

    Connected to everything FirstPoint runs for you.

    FirstPoint CRM integrates seamlessly with your AI deployment, ensuring all data flows automatically into your dashboard.

    • First Reception: Inbound calls and appointments
    • First Answer: Complex inbound workflows
    • First Activate: Outbound campaigns and recovery
    • Web Chat & Human Bolt-On: Live chat and human escalations
    Real-time campaign dashboard

    Real-time campaign dashboard and contact management.

    Need more? We can unlock it.

    FirstPoint CRM comes standard as a dashboard for your AI services. If you need a full CRM platform to run your business, we can unlock additional capabilities.

    Included

    Standard Dashboard

    • Contacts and contact management
    • Conversations and call logs
    • Performance dashboards
    • Calendar integration
    • AI and Human Bolt-On connectivity
    Available on request

    Full Platform

    • Everything in Standard
    • Automations and workflows
    • Pipeline and opportunity management
    • Forms, surveys and quizzes
    • Two-way SMS and conversation inbox
    • Missed call text-back
    • Social media scheduling and publishing
    • Email and SMS marketing
    • Reputation management
    • QR codes
    • Websites and landing pages

    Already a FirstPoint client?

    Log in to your dashboard.

    Log In to FirstPoint CRM

    Not a client yet?

    Book a Demo