Features
Every tool your team needs to close
Ayidhu CRM packs a full-featured CRM into a clean, fast workspace — no bolt-ons, no bloat.
Pipeline management
See exactly where every deal stands
Your entire sales pipeline in one place. Drag deals between stages, assign owners, and see at a glance what needs attention today.
- Deal stages you name yourself (or that your industry pack sets up)
- Kanban board and list views with saved filters, sort and columns
- Bulk edit — change stage or owner on many deals at once
- Field-level change history on every deal
Opportunities
38 open · $506k pipeline
Northwind Traders
Contoso Ltd
Fabrikam Inc
Adventure Works
Tailspin Toys
Wingtip Toys
Contacts & Accounts
A complete picture of every relationship
All your contacts, organized by account. See the full history of every interaction — calls, emails, meetings, notes — without switching tabs.
- Link contacts to accounts and deals
- Activity timeline for every record
- Duplicate detection and merge for accounts, contacts and leads
- Round-robin lead assignment and lead scoring
Contact Directory
Elena Rodriguez
Contoso Ltd
Marcus Chen
Fabrikam Inc
Priya Nair
Northwind
James Okoye
Adventure Works
Reports & forecasting
Make data-driven decisions every day
Build the report you need on any object — standard or custom — with filters, groupings and totals. Your industry pack ships with reports for your business already set up.
- Custom report builder for every object, including custom objects
- Weighted pipeline forecast with won/lost and win rate by month
- Monthly quotas and a rep leaderboard with attainment
- Scheduled report emails, print-ready reports and CSV export
Revenue Forecast
$274k
Total pipeline
68%
Win rate
$42k
Avg deal size
Custom objects
Model your business exactly as it is
Go beyond standard CRM objects. Build custom data models with your own fields, relationships, and workflows — no code required.
- Create objects like Properties, Policies, or Projects
- Field types including lookup, picklist, currency, date and formula
- Validation rules and conditional show/hide/require logic
- Rename any object — standard or custom — to match your language
- Role-based field visibility and layouts
Custom Objects
Properties
12 custom fields
Insurance Policies
8 custom fields
Partnerships
6 custom fields
Service Tickets
10 custom fields
Built-in AI
An AI assistant on every record — included, not an add-on
Ask Ayidhu's AI to summarize a record, draft the next email, or tell you which deals are at risk. It works the moment you sign up on our built-in model, or plug in your own Anthropic (Claude) or OpenAI key for the model you prefer.
- Record summaries, meeting briefs and next-best-action suggestions
- Lead scoring, ideal-customer fit and deal-risk checks
- Draft emails and quote copy from the record in front of you
- Case triage, suggested knowledge-base answers, and case-to-article drafts
AI assistant · Northwind Traders
Summary
Evaluating a 40-seat rollout; decision expected before quarter end.
Deal risk
Medium — no activity logged in 12 days and close date is close.
Next best action
Book a pricing call with the economic buyer this week.
Automation
Let the CRM do the follow-up
Workflows fire when records change or when a date comes due, so the busywork happens on its own.
- Trigger on record changes or relative dates (e.g. 3 days before closing)
- Create tasks, update fields, send emails and in-app notifications
- Task and appointment reminders, plus automatic follow-up tasks
- Multi-step email sequences with unsubscribe handling
Workflow · Contract deadline
Developer platform
Connect anything — including AI agents
A REST API, signed webhooks and a built-in MCP server let your other tools and AI assistants work with your CRM, under the same permissions as your team.
- REST API with read-only or read-write API keys and an OpenAPI description
- Webhooks for record created/updated events, HMAC-signed with automatic retries
- MCP server so assistants like Claude can search, read and update records
- Every key acts as one member — it sees only what that person can see
REST API · webhooks
curl https://ayidhu.com/api/leads \
-H "Authorization: Bearer ayk_…"
{ "event": "opportunities.updated",
"data": { "object": "opportunities",
"record": { "stage": "Closed Won" } } }
Ayidhu-Signature: t=1759050000,v1=5f2c…And more
A lot more
Appointments
Schedule one-off or recurring meetings, link them to any record, and get reminders before they start.
Quotes, Orders & Invoices
Build quotes from your product catalog, convert them to orders, and send invoices on your own branded templates.
Cases & Help Center
Case management with a knowledge base, plus a public help center your customers can search.
Email campaigns
Drag-and-drop email builder, audience segments, multi-step sequences, consent and unsubscribe handling, and lead-source attribution.
Lobby & waitlist
A live walk-in queue with estimated wait times and visit reasons — for front desks, showrooms and service counters.
Referrals
Track referrals and the partners and customers who send them, linked to the people and accounts involved.
Role-based access
Fine-grained permissions plus record-level visibility, so every team member sees exactly what they should.
Custom UI layouts
Drag-and-drop field and panel layout editor so every role sees their ideal view.
Audit trail
Every create, update and delete is logged with who did it and what changed.
Two-factor enforcement
Require every member to use two-factor authentication before they can sign in to your workspace.
Installable app
Install Ayidhu on your desktop or phone home screen and open it like any other app.
Industry packs
A head start for your industry
Choose your business type during setup and Ayidhu installs a ready-made data model — objects, fields, pipelines, workflows, and reports — tuned to how your industry works. One pack per workspace, so everything stays focused on your business.
Tutoring
Students, parents, tutors, enrollments, sessions, attendance, assessments, lesson packages and invoicing.
Real Estate
Listings with days-on-market, automatic buyer-to-listing matching, showings, offers, contract-to-close deadlines, commission splits and rentals.
Auto Dealership
Vehicle inventory, showroom traffic, test drives, desking, trade-ins, service appointments and orders.
Staffing & Recruiting
Candidates, job orders, submissions, interviews, placements, contractor timesheets, compliance and client invoicing.
Fitness Studio
Members, membership plans, class schedules, instructors, bookings, class passes and point-of-sale orders.
Home & Field Service
Service locations, customer equipment, technicians, work orders, pricebook, invoices, maintenance plans and service agreements.
Hotel Management
Room types, rooms, reservations, folios and payments, housekeeping, event spaces, catering and promo coupons.
Hair Salon
Client hair profiles and color formula cards, multi-service bookings, stylist commissions, retail inventory, packages and gift cards.
More industry packs are on the way — healthcare, legal, insurance and more are added regularly. Don't see yours? Tell us what you need and we'll build it with you.
Switching CRMs
We'll migrate your data from your old CRM
Moving from Salesforce, HubSpot, Zoho, spreadsheets, or a homegrown system? Our team works hands-on with you to bring your accounts, contacts, deals, and history into Ayidhu.com — fields mapped, data cleaned, and nothing going live until you've signed off.
- Hands-on migration by our team — or self-serve CSV import
- Owner mapping and duplicate skip/update built into the importer
- History and record relationships preserved
- A guided switch-over with your team
Start using Ayidhu today
All features included in your free 14-day trial. No credit card needed.