berto.ai

Berto.ai is an AI-powered CRM built for modern sales teams. Manage your entire customer relationship pipeline — from your phone or desktop. INTELLIGENT AI ASSISTANT Ask your CRM anything in plain language. Berto's built-in AI can create contacts, summarize deals, log activities, draft follow-ups, and surface insights — all through natural conversation. CONTACTS & COMPANIES Keep every relationship organized in one place. Track full contact history, linked companies, deals, notes, emails, and activities. Never lose context on a relationship again. DEALS & PIPELINES Visualize your sales pipeline with customizable stages. Move deals forward, assign owners, set close dates, and track revenue — all in real time. TASKS & ACTIVITIES Stay on top of every follow-up. Log calls, meetings, and emails. Get notified when action is needed so nothing slips through the cracks. LEADS MANAGEMENT Capture and qualify leads efficiently. Track lead status, assign to team members, and convert to deals when ready. NOTES & EMAILS Capture context fast. Attach notes, track email threads, and link everything back to the right contact or deal. TEAM COLLABORATION Built for organizations. Role-based access, team-level data isolation, shared pipelines, and a full audit history on every record. CUSTOM FIELDS & VIEWS Tailor Berto to your workflow. Add custom fields to any record and save filtered views your whole team can use. Whether you're a founder managing early customers or a sales team closing enterprise deals — Berto.ai keeps your pipeline moving. Download Berto.ai and close more deals.