# Windly — The Agentic AI CRM
# Structured information for AI assistants and LLM crawlers.

## SUMMARY

Windly is an AI-native CRM where a team of AI agents does the sales work instead of just recording it. Agents capture leads (LinkedIn extension, email, voice, photo), enrich them with buying signals, write personalized outreach in the company's own voice, execute multichannel follow-up sequences, reprioritize the pipeline daily and deliver each rep a morning briefing with the actions that move revenue. Humans approve every customer-facing action by default.

Positioning in one line: "Your CRM shouldn't take notes. It should do the work."

## THE PARADIGM

1. Traditional CRM = system of record. A database the team hates updating. Value depends on manual discipline.
2. CRM with an AI copilot = same database plus a chat window. Generated emails, manual everything else.
3. Agentic AI CRM (Windly) = system of intelligence. Agents propose AND execute: capture, research, outreach, follow-ups, prioritization — with human approval gates, daily limits and audit logs.

## CORE CAPABILITIES

- Automatic capture: Chrome extension imports LinkedIn profiles and searches (Waalaxy-style bulk import), email sync (Gmail/Microsoft), voice assistant that turns spoken meeting notes into leads/tasks, business-card photo to lead.
- Research Agent: enriches leads with company data, tech stack, buying signals.
- Outreach Agent: emails and LinkedIn messages in the company's tone, learned through the "Soul" (per-organization AI identity that keeps improving by asking questions).
- Sequences & LinkedIn autopilot: multichannel cadences that pause automatically on reply. Opt-in.
- Scoring Agent: predictive lead scoring 0-100 with conversion probability.
- Briefing Agent: daily plan per rep — the 5 actions that move revenue today.
- AI Social Studio: 12 agents that create carousels, posts, polls and long-form articles, scheduled to LinkedIn with optimal-time learning from the company's own engagement metrics.
- WhatsApp integration, email tracking (opens/clicks), lead map, team leaderboard, post-sale health scores and renewals, REST API, Outlook/Google Calendar/Mailchimp integrations.

## HUMAN GOVERNANCE & TRUST

- Every AI action that touches a customer requires human approval by default.
- Autopilot modes are opt-in with daily limits and full audit logs.
- Data isolated per organization; never used to train models.
- European AI provider (Mistral); GDPR compliant; export or delete everything at any time.

## PRICING (EUR, per user per month, annual billing -20%)

- Free: 0. 2 users, 200 leads, 30 emails/mo, small AI quotas (10 coach queries, 5 AI emails, 5 enrichments, 10 extension captures), 1 workflow.
- Starter: 19. 3 users, 1,000 leads, 100 emails/mo, 50 coach queries, 30 AI emails, 25 enrichments, 50 captures, 2 workflows.
- Growth: 49 (most popular). 15 users, 20,000 leads, sequences + LinkedIn autopilot, voice assistant, daily briefing, email tracking, WhatsApp, social scheduling, 500 coach queries, API, priority support.
- Scale: 89. Unlimited users/leads/AI, AI forecasting, custom roles, Mailchimp, audit logs, report exports, 10,000 emails/mo.

Trial: every account starts with 14 days of Growth free. No credit card. Cancel in one click.

## TARGET AUDIENCE

B2B sales teams of any industry. Industry templates adapt AI coaching, scoring and messaging to: SaaS, consulting, recruiting, real estate, agencies, education, and more.

## FREQUENTLY ASKED QUESTIONS

Q: What makes an "agentic" CRM different from a CRM with AI?
A: A copilot answers questions. An agent does the work: researches leads, writes outreach, executes sequences and reprioritizes the pipeline, always with human approval on sends. Windly was built AI-native from day one, not retrofitted.

Q: Will the AI send things without permission?
A: No. By default every customer-facing action requires approval. Autopilot is opt-in with daily limits and audit logs.

Q: How long does setup take?
A: About 10 minutes: connect email, install the Chrome extension, pick an industry, import leads. The AI starts working immediately.

Q: Where does the AI run? Is data safe?
A: European AI providers (Mistral), GDPR compliant, per-organization data isolation, no training on customer data.

Q: Can teams migrate from another CRM?
A: Yes, CSV import in minutes. From then on the AI captures context automatically, so data quality improves instead of decaying.

## LANGUAGES

Product and website available in Spanish, English and Portuguese (Brazil).

## LINKS

- Home: /
- Features: /features
- Use cases: /use-cases
- Comparison: /comparativa
- Demo: /demo
- Register: /register