AI Email + CRM

AI email and CRM for businesses that don’t run on Shopify.

Write and design emails with AI, run sequences that react to what contacts do, and score leads in the same place your deals live.

Built for services, B2B and local businesses — the ones lifecycle tools treat as an afterthought because there is no order history to predict from.

  • One contact record
  • Sequences that react
  • Lead scoring built in
Example · AI email builder
Draft
Subject written from your persona
Offer
Pulled from your product list
Hot
Opened three, visited pricing
Warm
Clicked the offer, form started

The problem

lifecycle AI has a blind spot

Lifecycle AI was built for online stores.

Most of the clever predictions in email tools assume a purchase history. If you sell a service, quote a job or work a pipeline, the model has nothing to work from.

01

Predictions need order data

Ecommerce-style scoring does not translate to a business whose customers book, enquire or sign rather than check out.

02

The AI is billed on top

In this category the AI is routinely a separate subscription rather than part of the plan — something we set out plainly on the Klaviyo comparison.

03

Email lives apart from sales

Marketing email in one tool and deals in another means the rep never sees what the contact was sent last week.

How it works

first email to closed deal

From first email to closed deal.

1

Describe the email

Pick a persona and an offer. The AI writes and designs it in your brand.

2

Build the sequence

Follow-ups that adapt to opens, clicks and replies rather than firing on a timer.

3

Score the leads

Engagement rolls into a lead score your team can act on.

4

Close in the CRM

Deals, contacts and email history on one record.

What is inside

hello to signed

Everything between hello and signed.

AI visual email builder

Written and designed

From your brand kit, personas and products.

Sequences

Reactive follow-up

Each step responds to what that contact actually did.

Lead scoring

Who is ready

Engagement becomes a score, so nobody guesses who to call.

Forms and chatbot

Capture on your site

Leads arrive straight on the customer record.

Part of a Darwin strategy

one channel, one role

Email works best with a plan behind it.

Inside a Darwin strategy, email and sequences nurture and convert the audiences the other channels bring in. Darwin decides who it targets, when it runs and what it should achieve, then tracks it against the plan you approved.

“If your customers book, enquire or sign rather than check out, ecommerce prediction has nothing to predict from.”

Why lifecycle AI misses this buyer

You stay in control

on every plan, not an upsell

AI-first. Never AI-only.

The AI does the heavy lifting, your team decides. Every feature keeps a full manual path for teams that want to do it themselves.

Supervised by default

Work waits in your approvals queue until someone on your team signs off. Autonomy is a setting, not a plan tier.

Review the real thing

Open the actual email, ad, post or sequence, edit it in place, then approve. What you see is what goes out.

Every action is logged and exportable

What each agent did, when, and who approved it.

One-click stop

Halt one campaign or the whole fleet. In-flight work rolls back.

Compare

against the category

Email and CRM in one place.

 Marketing TitanKlaviyoSeparate email + CRM
Built for services and B2BYesEcommerce-firstDepends on the tools
CRM, deals and scoring togetherYesEmail and SMS focusNeeds integration
Lead scoring without order historyYesPredictions assume purchasesVaries
Part of a wider strategyYes, Darwin assigns its roleNoNo

Questions

straight answers
Does it handle unsubscribes and suppression?

Yes. Suppression is checked before every send, and an unsubscribe applies across the platform rather than to one campaign.

Is this only for B2B?

No. It works for services, local businesses and B2B — anywhere a customer record matters more than a storefront.

How does lead scoring work?

Engagement rolls into a score on the contact: what they opened, what they clicked, what they visited. The score sits on the same record as the deal, so a rep sees both.

How many emails can I send?

It depends on the plan: the Free plan includes 1,000 sends a month, Solo 25,000 and Scale 750,000, with the other tiers in between. Sending volume is a plan limit, not a per-contact charge, so growing your list does not by itself change the bill.

Is the email tool separate from the CRM?

No, and that is the point. The email history, the lead score and the deal are on one record, so nothing has to be synced between two systems that each hold half the story.

Get started

One place for every email and every deal.

See AI Email and the CRM work together in a live demo.