AI-Native CRM
Built for High-Velocity Sales

The AI CRM That Helps YouTurn Every Lead Into Revenue

Click a workflow — or let it rotate

🌐 WEB FORM · SUN 9:12 PM
sarah.haddad@gmail.com
just came in…
Captured
nothing slips through
Enriched
who they are, filled in
Scored
worth your time?
Booked
on your calendar
Workflow 1 of 5 · new lead → booked meeting
0 min of your time saved

Berto.ai automates the sales process for real estate, B2B, and enterprise teams by responding to leads in under 30 seconds and delivering only qualified opportunities to your representatives.

Answers in 30 seconds · Nights, weekends & holidays included

How Berto.ai works for your team

Every Lead Deserves A Response
In Seconds, Not Hours.

Delayed follow-up results in lost opportunities. Berto.ai addresses this by responding to every lead in under 30 seconds, qualifying them with your script, booking meetings, and automatically logging all activity to your CRM.

Instant AI Outreach

Every lead receives a response in under 30 seconds, regardless of time or day.

Intelligent Qualification

Berto.ai qualifies leads by asking targeted questions, scoring them against your criteria, and forwarding only high-value opportunities to your team.

Seamless CRM Logging

All interactions, from the initial response to the booked meeting, are automatically logged to keep your CRM up to date without manual effort.

CRM FEATURES

Berto.ai Adapts To Your Team's Workflow.

You control all settings, including pipeline stages, role-based permissions, and custom dashboards. Berto.ai aligns with your processes.

Lead Capturing

Capture leads from every touchpoint and turn raw signals into structured data.

Berto automatically deduplicates, enriches, and classifies incoming leads from forms, ads, email, and marketplaces.

Every lead is matched to the right contact, company, and pipeline, ready for action from day one.

AI Data Enrichment

AI automatically fills gaps in every lead by enriching profiles with firmographic, geographic, and behavioral data, keeping records accurate and complete in real time.

AI Lead Scoring

Berto's AI evaluates every lead across intent, fit, engagement, urgency, and affordability.

Signals are analyzed in real time to produce a clear confidence score. Your team instantly knows who to prioritize and when to act.

AI Summary for Lead

Berto keeps a live, plain-language summary of every lead: recent conversations, key requirements, objections, and the agreed next step.

Summaries update automatically as calls, emails, and notes come in, so anyone on the team can pick up the relationship in seconds instead of scrolling the timeline.

AI FEATURE

24/7 AI Voice Call Agent

The AI sales agent answers every call, applies your qualification script, and schedules meetings at any time.

And the toolkit

The everyday machinery, done properly.

Builders, permissions, views, and dashboards: the unglamorous parts your team actually lives in, all day.

New · Pipelines

Pipeline Builder

Design your pipeline by customizing, renaming, and reordering each stage to match your team's sales process.

fig. 01, stages move like sticky notes

Pipeline · Residential Sale

Add Stage
Viewing25%

Creek Vista · 2BR

AED 1.8MOK
Offer60%

Palm Heights

AED 2.4MFA

Admin

Roles & Permissions Matrix

Assign precise access levels to each team member with customizable field-level permission controls.

Permissions · Deals4 roles
ViewUpdateExportDelete
Owner
Manager
Sales Agent
Read-only

Sales Agent can see

Own onlyTeamEveryone

Custom fields · Deal

No code
Client nameString
PhonePhone
Payment planSelect
BudgetCurrency

Required when Stage = Offer

New · Layouts

Custom Content & Layouts

Add custom fields, reorder sections, and control information visibility with rule-based settings. No coding required.

Flow

Automation Rules

Automate routine CRM tasks by setting rules once. Berto.ai triggers tasks, emails, and updates in response to any event.

Workflow · Hot leadsActive

When

Lead assigned

If

Score ≥ 70

Task

Property viewing

AI action

Qualify lead

Flow

Smart Views & Segments

Save segments as shared team views to enable bulk actions and instant search, eliminating the need to recreate filters daily.

AllHot · MarinaMy follow-ups
Stage = QualifiedBudget ≥ AED 2MSource = Property Finder
FAFatima AliAED 2.6M
OKOmar KhanAED 3.1M
LFLena FischerAED 2.2M
2 selectedAssignEmailTag

New · Reporting

Custom Dashboards & KPIs

Create role-based dashboards so each team member sees only the metrics relevant to their responsibilities.

fig. 06, your morning numbers, pre-assembled

SH

Good morning, Sara

Pipeline value · AED

48.2M

+12%

Won revenue · AED

6.4M

+8%

Win rate

38%

+3pts

Attainment

104%

On pace

Revenue vs goal

On track

Up next

4 today
Follow-up call · Fatima1:45 PM
Site visit · Palm Heights6:00 PM
Ask about anything in this workspace
Use Cases

One CRM, every revenue motion.

From first touch to closed deal, Berto handles the work across your entire sales cycle.

Lead Management & Nurturing

Capture, score, and nurture leads automatically with AI-driven insights

Pipeline & Deal Management

Track opportunities and close deals faster with intelligent forecasting

AI-Powered Sales Automation

Eliminate manual tasks and focus on high-value interactions

Customer Engagement

Deliver personalized experiences across every customer touchpoint

Workflow Automation

Build custom workflows that adapt to your business processes

Analytics & Reporting

Real-time insights and predictive analytics for smarter decisions

Real Estate

Streamline Project Cycles & Client Management

Real estate firms face complex project timelines and high-stakes client interactions. Berto’s AI CRM helps manage property listings, track project progress, and nurture client relationships with automated follow-ups and data-driven insights, ensuring no opportunity is missed in the fast-paced property market.

Real Estate
AI VOICE FEATURES

Enterprise-Grade
Voice AI.

An AI voice agent manages every call, understands, qualifies, and converts leads at any time.

Berto voice

speaking

0:12
ToneCalmCheerfulEmpathetic

Natural Voice Synthesis

The AI agent delivers natural, warm, and conversational interactions that match the quality of your top sales representatives.

99.7% human-like rating

Live decisioning

182ms

Trigger

Prospect clicked pricing

If positive

Send demo link now

If objection

Route to handler

Response time0.18s

Real-time Decision Making

Your AI responds instantly and follows conversations in real time, ensuring smooth interactions without pauses or missed cues.

<300ms response time

Conversation IQ

94win

“Pricing is really important for us right now.”

IntentPrice-sensitive
SentimentPositive
Budget okHigh intent

Advanced NLP Understanding

Your AI interprets context, intent, and sentiment to handle complex sales conversations as effectively as an experienced representative.

94% conversation success rate

Security Center

Compliance

SOC 2

AES-256 encryption

End-to-end · at rest

SSO (SAML)
Audit logs
IP allowlist
Data residency
GDPR ready
TLS 1.3

Enterprise Security

All calls and customer data are secured with bank-grade encryption that meets IT security standards.

Bank-grade security
Proven Results

See How Berto.ai Closes Operational Gaps.

These results show how teams use Berto.ai to improve lead management and revenue operations.

<2 min

Lead Response Time

From lead capture to initial AI response, the process is faster than any human team can achieve.

95%

Qualification Coverage

95% of inbound leads are automatically qualified within 24 hours, ensuring no lead is overlooked.

+30-50%

Meeting Creation Rate

Meeting booking rates increase by 30 to 50% when AI handles the initial outreach.

95%

Follow-up Adherence

95% of follow-up steps are executed automatically, ensuring consistent engagement without manual intervention.

Up to 20%

Conversion Lift

Conversion rates increase by up to 20% when qualified leads are routed directly to the appropriate representative.

30%

Fewer Manual Touches

Automated workflows with Berto.ai reduce the number of manual touches per closed deal by 30%.

Integrations

One-Click Connections To Your Favorite Tools.

Your team retains all existing sales tools. Berto.ai integrates with one click, providing real-time two-way sync across email, calendar, and data to ensure seamless and up-to-date operations.

Explore all integrations
How we operate

The principles behind the product.

Customer obsession

Every feature starts with a real conversation. If it doesn't help a team close, it doesn't ship.

Simplicity scales

Power should never mean complexity. The best workflow is the one nobody has to think about.

Ship fast, learn faster

We release, measure, and refine in tight loops. Momentum is a feature.

AI with accountability

Automation you can audit, override, and trust. Intelligence should explain itself.

Own the outcome

We measure ourselves by your pipeline, not our roadmap. Your win is the metric.

Start Validating AI-Native Journey

Ready to automate
your pipeline?

Experience Berto.ai converting a real inbound lead into a booked meeting during a free 20-minute demo.

Enterprise-Grade Security
Setup in Minutes