AI CRM for Financial Services.

berto.ai is an AI-native CRM built for high-velocity sales teams. Unlike traditional CRMs with AI features bolted on, berto was designed around AI from day one: it enriches and scores every lead, drafts your follow-ups, analyzes your calls, and forecasts your pipeline, so your team spends less time on data entry and more time closing.

A traditional CRM is a system of record: it stores what your team types in. berto is a system of action. It qualifies and routes leads automatically, recommends the next best task for every deal, drafts emails and call scripts in your tone, and surfaces deal health and win probability without anyone running a report. The result is a CRM that works for your team instead of the other way around.

berto's AI voice agents handle outbound follow-up and cold-lead reactivation calls, qualify prospects with natural conversations, and log every interaction back to the CRM automatically. After each call, human or AI, berto runs post-call analysis to capture sentiment, key topics, and recommended next steps.

Every lead that enters berto is automatically enriched with company and contact data, scored against your ideal customer profile, and summarized so reps see the full picture at a glance. High-intent leads are routed to the right agent instantly, while colder leads enter automated reactivation flows, so nothing sits untouched in the pipeline.

Yes. berto's Magic Match import intelligently maps your existing fields, deduplicates records, and enriches contacts during migration. Most teams move from spreadsheets or a legacy CRM without losing history, and our team supports you throughout the transition.

Security is foundational to berto. The platform is SOC 2 Type II certified, encrypts all data in transit and at rest, and is fully GDPR and CCPA compliant, with HIPAA-ready controls for sensitive industries. Your data is never used to train models for other customers.

Most teams are live within days, not months. Because berto enriches data and configures scoring automatically, there's far less setup than with a traditional CRM. Connect your channels, import your data with Magic Match, and your pipeline is working from day one. Customers report up to 50% faster implementation compared to legacy platforms.

berto is used by high-velocity teams across automotive, construction and real estate, financial services, retail, technology, and travel, transport and hospitality. Workflows, scoring models, and AI agents can be tailored to the sales cycles and compliance requirements of each industry.