Simple, AI-enabled CRM designed for small businesses with lead tracking, sales automation, and customer communication tools
Product Category
Sales
Product Subcategory
CRM
AI Functions
- Automates lead handling via generative AI chat across WhatsApp, Messenger, Instagram, Telegram, email, and chat widgets
- AI-driven AssistAI assistant summarizes conversations, suggests responses, adjusts tone, and surfaces tasks or follow-ups
- Intelligent lead capture and scoring with auto-enrichment of company/contact data
- AI-powered workflow automation, including one-click record creation, task scheduling, and AI-triggered follow-up sequences
- Deep conversational insights: chat keywords extraction, summary, action item detection
Product Core Functions
Pepper Cloud is a small-to-mid‑enterprise CRM platform that combines contact management with omnichannel communication tools (notably WhatsApp) enhanced by AI. Users can centralize conversations from multiple messaging channels, capture and score leads automatically, and manage opportunities in visually intuitive pipelines. The AssistAI assistant embeds throughout workflows—helping with drafting messages, summarizing threads, training bots from knowledge bases, and automating routine tasks. With strong integrations (Xero, Mailchimp, Zoom, Aircall, CRM), it supports sales, marketing, and support teams under one unified interface.
Key Features
- Omnichannel messaging: WhatsApp, Instagram, FB Messenger, Telegram, email all in one
- AssistAI: conversational chatbot, message summarization, tone adjustment, and instant responses
- Lead capture & management: forms, chatbots, auto-scoring, pipeline visualization
- Workflow automation: one-click record creation, task assignment, follow-up sequence triggers
- Conversational intelligence: keywords tagging, summary generation, action point extraction
- Integrations & mobile app: Aircall, Xero, Zoom, QuickBooks, Zapier, Outlook/Gmail plugins, iOS/Android support
- Security & compliance: end-to-end encryption, role-based access, 2FA, IMDA/Google award–recognized platform
Use Cases
- SME sales teams using WhatsApp – Real-time response to leads, improved conversational follow-ups
- Customer support centers – Automate FAQs via bots, escalate to agents, track action items
- Finance/e‑commerce firms – Capture inquiries, integrate chat into billing/quote workflows
- Marketing agencies – Run omnichannel campaigns and automate lead nurturing
- BPOs & call centers – Integrate Aircall, leverage AI insights for improved agent productivity
Conclusion
Pepper Cloud offers a unified, AI-powered CRM platform that excels at managing messaging-based sales and support, especially through WhatsApp and social channels. With AI-led conversation assistance, lead scoring, and workflow automation, it’s built for SMEs aiming to scale customer-facing operations efficiently. Its deep integration ecosystem and enhanced security make it a compelling alternative to larger CRMs—particularly for teams rooted in chat-driven engagement. While email marketing capabilities may lag behind, for omnichannel messaging and AI-driven productivity, Pepper Cloud stands out.