AI CRM Overlay
BETAYour CRM becomes intelligent without changing your stack
AI layer that integrates with Salesforce, HubSpot, Pipedrive, or your custom CRM. Automatic enrichment, predictive scoring, next-best-action, and pipeline forecasting with 95%+ accuracy. No migration. No workflow changes.
The problem with traditional CRMs
Your reps spend 60% of their time on data entry. Leads arrive incomplete and without context. You don't know which deals will close. Forecasting is guesswork. And your data is dirty: duplicates, empty fields, outdated info.
AI Overlay makes your CRM 10x smarter
Predictive lead scoring with 40+ real-time signals. Automatic enrichment: fills missing fields with web scraping and APIs. Next-best-action: what to do with each deal based on close probability. Pipeline forecasting with 95%+ accuracy using historical patterns.
The result: a CRM that thinks for you
AI CRM Overlay Architecture
Bi-directional sync with CRM (Salesforce, HubSpot)
Data Enrichment: web scraping, APIs, social signals
Lead Scoring: 40+ features → close probability
Next-Best-Action Engine: what to do with each deal
Pipeline Forecasting: ML models with historical data
Auto-Hygiene: duplicates, corrections, data validation
Update CRM: enriched fields, scores, recommendations
Why AI CRM Overlay transforms your sales operation
Your reps focus on selling, not data entry
AI Overlay automatically fills fields, finds missing info, and keeps your CRM clean. 3+ hours saved per rep per day.
Prioritize deals that will actually close
Predictive lead scoring with 40+ signals. You know which deals to invest time in. No more 'gut feeling'.
Your forecast stops being guesswork
95%+ accuracy in pipeline forecasting. Your CFO finally trusts your numbers. Planning becomes predictable.
Clean data without manual effort
Continuous auto-hygiene: detects duplicates, corrects errors, fills empty fields. Your CRM is always in optimal condition.
What makes IVALDI AI CRM Overlay different
No migration or workflow changes required
Integrates with your existing CRM via native APIs. Your reps keep working the same way. Intelligence is invisible.
Real-time predictive scoring
Not static scoring with manual rules. ML models trained on your historical data and continuously updated.
Contextual next-best-action
Not just prioritizing deals. It tells you what action to take: call, send proposal, involve an exec, negotiate price.
Bi-directional synchronization
Not a separate dashboard. Enriched data and scores appear directly in your CRM. Real-time sync without ETL.
How AI CRM Overlay works in 3 steps
Connect your CRM and train models
We integrate with Salesforce, HubSpot, Pipedrive, or your custom CRM via OAuth APIs. We extract your historical data (deals, leads, activities). We train scoring and forecasting models with your patterns. Setup in 1 week.
Configure enrichment sources and rules
We define which fields to enrich and from where (web scraping, Clearbit, ZoomInfo, LinkedIn). We configure data hygiene rules: what to validate, how to detect duplicates, confidence thresholds.
Deploy and continuous improvement with feedback
AI Overlay starts enriching, scoring, and recommending in real-time. Your reps see scores and next-actions directly in the CRM. The system learns from outcomes and continuously improves accuracy.
Ready for a CRM that finally works for you?
Schedule a demo and we'll show you AI Overlay working with your real CRM. Limited beta in Q1 2026.
Request beta access