Tri-agent sales workflow
Lead Qualifier, Pipeline Auditor, and Deal Closer agents coordinate prospect qualification, deal-risk review, and closing workflows. Users can choose human approval or Auto-Pilot execution for supported actions.
STRIV CRM
STRIV CRM is an autonomous B2B sales CRM for teams that need to qualify leads, monitor pipeline risk, and automate follow-up. It combines AI sales agents, inbound lead ingestion, multilingual Gmail drafts, and deal-based payment tools in a web workspace.
Overview
STRIV CRM is an autonomous B2B sales CRM for managing leads, deals, pipeline activity, and follow-up communication in one workspace. Its central workflow uses three specialized AI agents—a Lead Qualifier, Pipeline Auditor, and Deal Closer—to research prospects, review stalled or risky opportunities, and support closing actions.
The platform combines inbound lead capture, pipeline analytics, multilingual email drafting, and payment-link generation. It offers an Assisted mode with human approval and an Auto-Pilot mode for supported autonomous actions, while plans scale team seats, client and product capacity, and monthly AI credits.
Core features
Lead and contact ingestion
Meta Ads, Google Ads, and TikTok Ads webhooks can ingest inbound leads, while multimodal business-card scanning captures contact details without manual entry.
Pipeline intelligence
An inactivity radar identifies dormant deals, and executive daily briefings summarize pipeline health. Kanban analytics provide visibility into stage velocity, close probability, and team pacing.
Multilingual outreach
The system creates context-aware follow-up drafts in English, Indonesian, Japanese, and Chinese, with language detection and one-click export to Gmail.
Closing and payment tools
Deal cards can generate Lemon Squeezy payment links, while multi-currency margin controls help validate pricing and protect deal economics.
Governance and data controls
Workspace controls include role-based access, company-level tenant isolation, encrypted credential storage, GDPR export and hard-delete options, and per-member AI quota caps.
Use cases
Consolidating inbound prospects
Capture inbound contacts from Meta, Google, and TikTok ad webhooks or scan business cards, then keep new prospects available for qualification in the CRM.
Qualifying new accounts
Use the Lead Qualifier to research and assess new accounts, then route the resulting information into a structured sales workflow instead of handling every initial review manually.
Reviving stalled pipeline
Monitor dormant opportunities with the inactivity radar and use pipeline health briefings and deal-stage analytics to decide which stalled deals need attention first.
Following up across markets
Generate stage-aware, multilingual follow-ups after demos or other sales interactions and export the resulting draft directly to Gmail for review and sending.
Moving qualified deals toward payment
Create a payment link from a deal card when an opportunity is ready to settle, with multi-currency margin controls available for supported deal workflows.
Pros and Cons
Pros
- Combines lead qualification, deal-risk auditing, closing support, and pipeline monitoring in a single CRM workflow.
- Supports both human-approved Assisted execution and autonomous Auto-Pilot operation for supported agent actions.
- Provides multilingual outreach in English, Indonesian, Japanese, and Chinese with Gmail draft synchronization.
- Includes lead ingestion through advertising webhooks and multimodal business-card scanning.
- Offers documented tenant isolation, role access controls, GDPR export and deletion features, and no public-model training on customer data.
Cons
- The product’s autonomous workflows depend on a monthly AI-credit allocation that varies by plan.
- The available evidence describes supported CRM, advertising-webhook, Gmail, WhatsApp, and Lemon Squeezy workflows, but does not establish a broader integrations catalog.
- Plan limits differ materially by team seats, client records, products, and AI credits, so the tier must be matched to workspace requirements.
FAQ
How does the free trial work?
Every new workspace receives 300 free AI credits immediately at signup, with no credit card required. The service also provides a 14-day trial on its paid plans.
What is the difference between Assisted and Auto-Pilot modes?
Assisted mode requires human approval before proposed tool actions mutate CRM data. Auto-Pilot mode allows the configured agents to execute supported actions autonomously, with deterministic tool bindings and permission checks.
Which languages are supported for AI email outreach?
The outreach engine generates email drafts in English, Indonesian, Japanese, and Chinese. It can detect language, adjust tone to the deal stage and buyer persona, and export a prefilled draft to Gmail.
How does STRIV address workspace data protection?
STRIV states that workspaces use company-level tenant isolation, role-based access controls, encrypted credential storage, GDPR export and hard-delete features, and that customer data is not used to train public language models.
How do the plans differ for teams?
Plans include different team-seat, client, product-catalog, and monthly AI-credit allocations. The listed tiers are Starter, Pro, and Ultimate; the pricing page provides the current limits and support terms for each.
Quick Facts
- Category
- AI CRM and sales automation
- Primary users
- B2B sales teams
- Access model
- Web workspace with a 14-day paid-plan trial
- Trial allocation
- 300 free AI credits at signup; no credit card required
- AI languages
- English, Indonesian, Japanese, and Chinese
- Paid tiers
- Starter, Pro, and Ultimate
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