NewFree 14-day trial · No credit card required
The CRM
without the complexity.
Other CRMs make you learn them. ai.verest just works: leads, tasks, calendar, pages, whiteboard and chat in one simple workspace, with AI agents that do the work. All the power, none of the learning curve.
- Leads
- Tasks
- Calendar
- Pages
- Whiteboard
- Chat
- AI agents
Plays nicely with the tools you already use
Slack
Calendly
Aircall
Zapier
Make
Tally
Airtable01The workspace
Seven tools. One tab.
All the CRM functionality your team needs, without the maze of menus, add-ons and settings that make other CRMs hard to use.
Leads & pipeline
A simple Kanban pipeline that keeps itself up to date, with every touch on every deal in one timeline.
Tasks
Assign, prioritise and track work right next to the deals and docs it belongs to.
- Draft Q2 deckSalesTodayMK
- Follow up Linear StudioUrgentTodayAL
- Review onboarding flowProductThuRJ
- Send Meridian MSALegalFriMK
- Plan offsite agendaTeamNext wkAL
Calendar
One team calendar, synced with Calendly, with meeting context pulled in.
Pages
Rich docs that live beside your deals. Playbooks, QBRs and meeting notes.
Whiteboard
A visual planning canvas with real-time cursors for the whole team.
Chat
Channels, threads and reactions, built in. Share a page without leaving the conversation.
AI agents
Agents that work from your live CRM data and wait for your approval.
- Read Meridian timeline
- Checked last 3 emails
- Drafted follow-up
- Waiting for your review
Hi Jordan, attaching the redlined MSA pre-filled for Meridian. Happy to walk through it on a quick call this week.
02AI agents
Specialists that do the work.
No workflows to build. Describe the job in plain words and the agent works from your workspace, shows every step, and waits for your OK before anything leaves the building.
03Under the hood
Serious where it counts.
Powerful security, integrations and access that stay out of your way, so the CRM stays simple until you need them.
End-to-end encrypted
Workspace data is encrypted before it leaves your device, with keys unlocked by your passkey or passphrase. Hover to decrypt.
Meridian Group · £140k · renewal call ThursdayPasskeys and MFA
Sign in with a passkey, an authenticator app or recovery codes.
Wherever you work
Install it as an app on your phone, and keep it beside your inbox with the Chrome extension.
Plugs into your stack
Slack, Calendly, Aircall, Zapier, Make, Tally and Airtable. New bookings and form responses land as leads automatically.
04FAQ
Good questions.
Anything else? Email us and a human replies.
How is ai.verest different from other CRMs?
Many CRMs pile up modules, add-ons and settings until they take training and a specialist to run. ai.verest keeps the functionality you need (leads, tasks, calendar, pages, whiteboard, chat and AI agents) in one workspace that is easy to use from the first day.
How does the free trial work?
Every new account gets 14 days of full access to every feature. No credit card is required to start.
What's the difference between Pro and Max?
Pro unlocks everything in the workspace for £9 per seat per month. Max adds AI agents and 1,000 AI credits per seat for £24 per seat per month.
What are AI credits?
AI agents use credits when they run. You approve a run before it starts, so you always know what it will use.
Can I cancel any time?
Yes. Paid plans can be cancelled at any time.
Is my data private?
We document how data is handled in our Privacy Policy, DPA, Security Annex and Sub-processors list. All of them are linked in the footer.
Can I white-label ai.verest for my own clients?
Yes. See the Whitelabel page for how it works and what you get.
Free for 14 days
Your CRM should be easy.
No training course needed. Start in 60 seconds, no credit card, cancel any time.