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AMW Suite combines CRM, customer portals, proposals, support, messaging, scheduling, and sales tools in one app. Its AI agents draft replies and follow-ups for your team to review before sending.

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About AMW Suite

Who It's For

AMW Suite is for businesses that sell to and support customers. It can fit clinics, property teams, professional firms, and product or B2B companies.

What You Get

You get one place for contacts, deals, calls, messages, email, follow-ups, proposals, e-signatures, customer portals, support tickets, booking, and lead capture. Team plans include the Sheri and Jenna AI agents. Business adds marketing reports and Aria.

How It Works

The AI agents read customer records and prepare replies, sales follow-ups, call lists, or marketing insights. Your team reviews and approves the work before anything is sent. AMW also moves your contacts and files from current tools, usually within 48 hours, and helps set up and train your team.

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Features & Capabilities

🧩 Unified Business Management

All-in-One Workspace

Combines CRM, client portals, proposals, communications, scheduling, and support under one login and invoice.

Customer Records

Keeps calls, texts, emails, deals, documents, and support history organized on each customer’s record.

Multi-Device Access

Provides Mac, Windows, and iPhone apps for managing the Suite wherever you work.

📇 CRM and Sales

Deal Pipelines

Tracks every deal from initial contact through closing on a visual pipeline board.

Calling, SMS, WhatsApp, and Email

Lets teams communicate with leads and customers while automatically logging conversations.

Automated Sequences

Runs multi-step follow-up campaigns until a deal progresses.

Sales Prioritization

Ranks deals by value and recommends who to contact and why.

📝 Proposals and Customer Experience

Online Proposals and E-Signatures

Creates proposals customers can review, approve, and sign directly in their browser.

Proposal Engagement Tracking

Shows when a proposal is opened so teams can follow up at the right time.

Branded Customer Portals

Provides each customer with a private, branded space for interactions and documents.

Scheduling

Offers booking links, reminders, and a shared calendar for calls and appointments.

🎧 Support and Lead Capture

AI-Assisted Helpdesk

Suggests customer support replies using the customer’s previous tickets, emails, and messages.

Funnels, Pop-Ups, and Chat

Captures website leads and sends them directly into the CRM.

Centralized Support History

Keeps customer support conversations connected to the broader relationship record.

🤖 AI Agents

Sheri Support Agent

Reads customer history and drafts support responses in the team’s voice for approval.

Jenna Sales Agent

Analyzes deals, recommends daily follow-ups, drafts outreach, and can help book calls.

Aria Growth Agent

Analyzes advertising spend, traffic, and customer acquisition to identify effective marketing investments.

Human Approval Workflow

Prepares routine work for staff review so no AI-generated customer communication is sent automatically.

📊 Marketing Analytics

Campaign Attribution

Shows which traffic and advertising campaigns generate customers.

Budget Optimization Insights

Identifies where marketing budget should be moved based on customer acquisition results.

High-Volume AI

Provides expanded AI capacity on the Business plan for larger workloads.

🚀 Migration and Onboarding

White-Glove Data Migration

Imports contacts, companies, deals, communication history, templates, documents, and files from existing tools.

Workspace Configuration

Sets up pipelines, email accounts, and templates around the company’s sales process.

AI Agent Briefing

Configures agents with the business’s services and communication style before launch.

Team Training

Guides employees through the Suite so they can begin using it immediately.

🔗 Enterprise Connectivity

Custom Tool Connections

Plans and builds integrations with other business tools for Enterprise customers.

Scalable Team Access

Supports larger teams and higher AI usage through custom Enterprise plans.

Screenshots

See AMW Suite in action

Use Cases

Prioritizing Sales Follow-Up Across the Pipeline

Sales teams often lose opportunities by failing to identify which deals need attention and what action to take next. Jenna reviews calls, texts, emails, deal activity, and quote opens to rank opportunities by value, explain the priority, draft the follow-up, and help book the call for salesperson approval.

B2B SaaS and Professional ServicesFor: Sales Team

Drafting Contextual Customer Support Replies

Support staff spend time reviewing fragmented customer histories before responding to routine questions or requests. Sheri reads the customer’s past tickets, emails, and texts, then prepares a reply in the company’s voice for the team to review and send, keeping support connected to the CRM and customer portal.

Customer-Service BusinessesFor: Customer Support Team

Creating and Tracking Digital Proposals

Professional firms and sales teams need to produce proposals quickly and know when prospects are ready to act. AMW Suite generates and sends proposals from the relevant deal, enables customers to review and e-sign in the browser, and alerts the team when a proposal is opened so they can follow up at the right moment.

Professional Services and B2BFor: Account Executives and Client-Service Teams

Measuring Marketing Performance and Allocating Budget

Growing businesses may struggle to connect advertising spend and website traffic to actual customers. Aria analyzes campaign performance, traffic, ad spend, and the customers each campaign generated, helping growth teams understand what is working and decide where to move budget.

B2B and Customer-Focused BusinessesFor: Marketing and Growth Teams

Consolidating Customer Operations During a Tool Migration

Businesses using separate CRM, communications, proposal, support, and marketing tools face disconnected records and costly setup work. AMW Suite combines these functions in one workspace, while its onboarding team imports contacts, deals, history, templates, and documents, configures pipelines and templates, briefs the AI agents, and trains staff for a rapid transition.

Small and Midsize Customer-Focused BusinessesFor: Business Owners and Operations Leaders

Specifications

Deployment
Browser
Browser
Target Audience
Startup
Business
Enterprise
Complexity
No-code

Pricing

Team

Per monthly

Contact sales
  • CRM with calling, texting and email
  • Helpdesk
  • Customer portal
  • Quotes and e-sign
  • Funnels, pop-ups and chat
  • Sheri and Jenna
  • Guided setup and email support

Business Recommended

Per monthly

Contact sales
  • Includes all features from the Team plan

Enterprise· larger teams

Per monthly

Contact sales
  • Includes all features from the Business Recommended plan

✓ Enterprise options

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