AIEDM turns your entire customer journey into one connected, self-operating system: AI agents, visual workflows, CRM pipelines and RPA — built PIPEDA & CCPA compliant from day one, fully bilingual.
Trusted by growing teams across Canada & the USA
AIEDM ships with playbooks tuned to how Canadian and US companies actually operate — so you go live fast.
Qualify buyers/sellers, auto-book showings, nurture listings and capture referrals.
Appointment reminders, intake automation and HIPAA-aware handling workflows.
Intake, conflict checks, document generation and client follow-up — on-policy.
Abandoned-cart recovery, support triage and review requests at scale.
Quote requests → dispatch → reminders → review, fully hands-free.
Lead routing, client reporting and renewal sequences across many accounts.
PIPEDA/CCPA-grade pipelines, KYC reminders and compliant outreach.
Status updates, exception handling and proactive customer comms.
Native connectors and open APIs — no rip-and-replace. Your stack, supercharged by AI. 100+ integrations and growing, with enterprise governance built in.
Google · HubSpot · WhatsApp · Zoom · Shopify · Stripe · QuickBooks · WordPress · Gmail · Notion · Calendly · Airtable · Telegram · Zendesk · Asana · Trello · GitHub · Intercom · Facebook — and any API via webhooks.
From the first website visit to a delighted, referring customer — every stage runs as a single intelligent ecosystem.
Forms, landing pages, WhatsApp, Google Ads, LinkedIn, QR, referrals — every channel feeds one CRM.
Agents score, enrich and route leads so your team only talks to ready buyers.
Voice & chat agents answer, book and support in English or French, 24/7.
Visual deals, tasks, timelines and analytics — your whole pipeline at a glance.
Drag-and-drop automations with conditions, delays, approvals & retries.
Sequences, follow-ups and AI-written replies with open/click tracking.
Proposals, quotes, invoices and e-signatures generated automatically.
Real-time KPIs across revenue, conversion, agents and automation health.
This is a live simulation of the AIEDM pipeline. Press play and watch each stage trigger in real time.
A visitor lands at 2:14 PM and Aria starts the conversation.
Channel: Web ChatAria captures name, email, need → scores the lead 92/100.
AI Agent: QualificationContact + deal created, owner auto-assigned, follow-up scheduled.
CRM PipelineCalendar checks availability and confirms a 30-min call.
Appointment AgentA tailored proposal is written, sent and tracked.
Document AgentInvoice issued; payment status synced to the dashboard.
FinanceCS agent requests a review and launches a referral sequence.
Customer SuccessEach agent is an expert at one job — and they hand off to each other seamlessly, with human approval checkpoints where it matters.
Greet visitors, answer FAQs, route to the right place.
Qualifies, nurtures and books meetings with hot leads.
Enriches and scores leads against your ideal profile.
Finds times, books, reminds and reschedules.
Drafts, sends and follows up — on-brand, in EN/FR.
Handles inbound calls with natural conversation.
Resolves issues and escalates to humans when needed.
Keeps records clean, logs activity and suggests next steps.
Generates proposals, quotes and contracts.
Creates invoices and tracks payment status.
Drives reviews, referrals and renewals.
Builds campaigns and sequences from your goals.
Turns data into plain-English insights & actions.
Answers from your docs, accurately and on-policy.
Your always-on chief of staff for the business.
A drag-and-drop builder with everything an enterprise needs — and the governance to keep it safe.
Branching, loops, delays and parallel execution.
Error handling, retry queues and dead-letter review.
Checkpoints for sensitive actions before they run.
Time-based, event-driven and recurring jobs.
REST, GraphQL and background workers.
Every run recorded for compliance & review.
Unified profiles with full communication history.
Drag-and-drop stages with AI next-best-action.
Assigned, scheduled and tracked to completion.
Model your business exactly as it runs.
Everything attached to the right record.
Smart follow-ups and deal forecasts.
Executive, sales, marketing, finance, support and AI-insights dashboards — live KPIs, not yesterday's report.
This is what an autonomous day looks like — agents handling work the moment it arrives, with humans looped in only when needed.
Agents process thousands of tasks autonomously — no queue, no wait.
People step in only for approvals & empathy moments — the 5% that matters.
Every event handled in the customer's language, automatically.
PIPEDA & CCPA controls applied at every step, logged end-to-end.
Same team, same hours — radically different output.
Move the sliders — see your team's hourly cost recovered by automation, in real time.
Cross-border data needs cross-border safeguards. AIEDM is built for PIPEDA (Canada) and CCPA/CPRA (USA) from the ground up.
AES-256 at rest, TLS 1.2+ in transit. Secrets managed in a vault, never in code.
Role-based access, SAML/SSO and granular permissions per workspace.
Multi-factor authentication on every account and sensitive action.
Every automation run, read and write is logged and exportable.
Choose Canadian or US storage regions to meet jurisdictional rules.
Consent capture, access, correction and deletion wired into the platform.
Don't build from scratch. Launch a proven automation, then tweak it to your business.
Capture, score, route and book — hands-free from first touch.
Use template →Classify, prioritize and assign tickets; escalate to humans when confidence drops.
Use template →Generate invoices, send reminders and reconcile payments automatically.
Use template →Request reviews post-delivery and launch referral sequences.
Use template →Answer, qualify and route inbound calls in EN/FR with sub-second latency.
Use template →Multi-channel reminders, reschedule flows and no-show recovery.
Use template →Web chat, WhatsApp, email, voice and SMS — stitched into a single customer thread with full AI context.
Compliance and bilingual support are designed in — not added later.
| Capability | AIEDM | Typical tools |
|---|---|---|
| PIPEDA (Canada) compliance | ✓ By design | Partial |
| CCPA / CPRA (USA) compliance | ✓ By design | Varies |
| Bilingual EN / FR | ✓ Native | Add-on |
| End-to-end automation | ✓ Lead → delivery | Silos |
| Human approval checkpoints | ✓ Built-in | Limited |
| 15 specialist AI agents | ✓ Included | Extra cost |
"We replaced three tools and a VA. Leads now get a qualified reply in under a minute — even at midnight."
"The bilingual agents were the deal-breaker. Our Quebec and US clients get the same smooth experience."
"PIPEDA and CCPA compliance out of the box meant legal signed off in a day, not a month."
Plans start at $297/mo. Every plan includes bilingual agents, core automations and compliance controls. A specialist shares a tailored quote after your free demo.
From $297/mo. Core chatbot, lead capture, 1 pipeline, email automation.
From $697/mo. Full CRM, 5 agents, workflow engine, voice + analytics.
Custom. 15 agents, SSO, audit, dedicated support, data residency choices.
Tell us about your business and a specialist will follow up within one business day with a tailored plan.
Prefer to chat now? Tap the 💬 Aria bubble — she'll qualify your needs and capture your details in under a minute.