ChosenAI Platform
AI That Actually Works Your Pipeline
Not another chatbot bolted onto a CRM. These are action-oriented AI tools that coach your reps, score your leads, book your appointments, and move deals forward while your team focuses on selling.
Included in Every Plan
Four AI capabilities baked into every ChosenCRM subscription. No add-on fees, no feature gates.
AI Chatbot for Lead Capture
IncludedEngages website visitors 24/7, qualifies leads with vertical-specific questions, and books appointments directly into your pipeline. Not a generic chat widget -- a trained sales assistant that understands mortgage rates, listing timelines, solar incentives, and policy renewals.
AI Content Generation
IncludedDraft emails, SMS templates, social posts, and follow-up sequences in your brand voice. Trained on high-converting sales copy across all four verticals so every message sounds like your top closer wrote it.
Call Recording + AI Summaries
IncludedEvery call recorded, transcribed, and summarized automatically. Key topics, action items, and follow-up tasks extracted without your reps typing a single note. Managers see call quality scores in real time.
AI Coaching Engine
IncludedReal-time conversation coaching with whisper prompts during live calls. Objection handling cues, competitive intel, and compliance reminders delivered at the exact moment your rep needs them. Post-call scorecards drive continuous improvement.
Premium AI Services
Stack the AI tools your team needs. Each add-on plugs directly into your existing pipeline and workflows with zero setup.
AI SDR / Appointment Setting
Autonomous lead outreach that books qualified appointments while your team sleeps. Speed-to-lead under 60 seconds, multi-channel follow-up sequences, and intelligent handoff to human reps when the prospect is ready.
- Speed-to-lead response in under 60 seconds
- Multi-channel outreach (email, SMS, voice)
- Qualified appointment booking to rep calendars
- Intelligent warm handoff with full context
- A/B tested messaging per vertical
AI Lead Scoring
Vertical-specific scoring models trained on your actual closed deals, not generic demographic data. Behavioral signals, engagement patterns, and industry triggers combine into a single priority score that tells reps exactly who to call next.
- Vertical-specific scoring models
- 40+ behavioral and engagement signals
- Real-time score updates on every interaction
- Score explanations (not black-box numbers)
- Custom weighting for your sales process
Predictive Analytics
Pipeline forecasting that actually matches reality. Churn prediction flags at-risk deals before they stall. Market timing signals tell your reps when conditions favor outreach in each vertical.
- Pipeline revenue forecasting with confidence scores
- Churn and deal-risk prediction
- Market timing signals per vertical
- Win/loss pattern analysis
- Scenario modeling for quota planning
AI Document Processing
OCR and intelligent extraction for loan docs, policy documents, contracts, and proposals. Upload a stack of paperwork and get structured, searchable data in your CRM within seconds.
- OCR for scanned documents and photos
- Auto-extraction of key fields per document type
- Loan doc, policy, and contract parsing
- Missing document detection and alerts
- Structured data sync to contact records
Conversation Intelligence
Deep analytics on every sales conversation. Sentiment tracking, competitive mention detection, talk-to-listen ratios, and coaching insights surfaced automatically for managers and reps.
- Sentiment analysis across all calls
- Competitive mention detection and alerts
- Talk-to-listen ratio and filler word tracking
- Coaching opportunity flagging
- Team-wide conversation trend reports
AI Market Reports
Automated market intelligence using public data APIs. Rate trends, inventory shifts, incentive changes, and competitive landscape reports delivered to your team without anyone doing the research.
- Public data API aggregation per vertical
- Weekly market trend digests
- Competitive landscape monitoring
- Rate and inventory change alerts
- Custom report scheduling and delivery
Vertical Intelligence
AI That Speaks Your Industry
Every AI feature adapts to your vertical. Not generic prompts with industry keywords swapped in, but models trained on the workflows, terminology, and deal structures that define how you sell.
Mortgage
- Borrower coaching prompts during rate-lock conversations
- Rate alert triggers for re-engagement campaigns
- LOS document classification and missing-doc detection
- Referral partner scoring and relationship health tracking
Real Estate
- Listing insight summaries from MLS data
- Showing prep briefs with buyer preference matching
- CMA-based pricing conversation coaching
- Open house lead scoring and instant follow-up
Insurance
- Renewal prediction models with retention risk scores
- Cross-sell signal detection from household data
- Policy gap analysis and coverage recommendations
- Carrier appetite matching for new submissions
Solar
- Proposal optimization with utility rate analysis
- Federal/state incentive tracking by ZIP code
- Install timeline prediction based on permit data
- Door-knock route scoring by conversion history
AI that coaches, scores, and moves your pipeline
Base AI included at $197/user/mo. Stack premium add-ons as your team grows. Every tool plugs into your vertical workflows from day one.