For small businesses without a sales team. Athena watches every lead, drafts every reply, spots every signal, and tells you what to do next — out loud, on your phone, every morning.
From morning coffee to end of day, Athena watches what's happening and tells you what matters.
"Two overdue from yesterday. One new hot lead overnight. Reply to Geoff first." A 30-second push, before you've sat down.
Geoff answers. Athena spots it, auto-pauses the next drip step, drafts your reply in your tone, and waits for approval.
Ask Athena out loud. It summarises the day — bookings, replies, hot-score jumps — in one paragraph for the drive home.
Every page does its job — and asks Athena for help when it matters.
AI-ranked Hot List · table + Kanban · smart-view filters.
Overdue, today, upcoming. Snooze, complete, recurring.
Google Calendar 2-way sync. Tasks render as events.
Multi-step drips. Auto-pause on reply. Deliverability throttles.
If-this-then-that. Trigger → condition → action.
Custom stages. Win probabilities. Rot timers.
Conversion funnel. MRR / churn / expansion. AI score distribution.
20 articles · ⌘K palette · field bubbles · spotlight.
Watch a real conversation. The user types, Athena answers from live data, drafts the email, you click send.
Ask for hot leads → get them with scores. Ask for a follow-up draft → get it pre-written in your tone. One click → sent through your real Outlook or Gmail.
Same backend as your wp-admin chat — extended in v4.29.6 with a context envelope so every reply is shaped by what page you're on, what lead you're looking at, what filters are applied.
↻ Hover the chat to pause · click the panel to replay
OAuth into Outlook or Gmail. Athena sends as you, sees when prospects answer, and auto-pauses sequences so you don't keep emailing someone who just said "let's talk."
Azure AD app registration once. Then any teammate connects in two clicks.
Google Cloud OAuth client. Same flow, native Gmail integration.
Drips out through your connected mailbox. Looks like you sent it.
Athena reads the reply via OAuth — within 2 minutes.
Sequence stops. A task is created. Athena drafts the response.
Athena AI CRM lives entirely inside your WordPress install. Your leads, emails, calls, and revenue data are stored on your server — not ours. The only thing sent to OpenAI is the question + minimal context (page name, lead ID). No customer PII. No reading of email bodies for training. Ever.
Agencies, local services, and boutique B2B teams that replaced HubSpot, Pipedrive, and "post-it notes on the monitor" with one tool.
I run a 1-person agency and Athena replaced my $400/mo HubSpot AND my $200/mo email tool. ROI was day one. The morning briefing alone is worth $299.
My calls used to slip through the cracks at 5 PM. Now Athena reminds me before I leave for the day. Bookings up 22% in 60 days. Wish I'd had this years ago.
The PWA is the killer feature. I close deals from my truck between job sites — never miss a hot lead. Setup took 8 minutes. Eight. Minutes.
Trusted by 33+ agencies and local businesses running v4.29.6 today.
I run two agencies — Capital District Digital in Albany and Tampa. I wear every hat: salesperson, project manager, support, sometimes the delivery driver. I tried HubSpot, Pipedrive, Zoho, Salesforce. They were either too expensive, too complicated, or both. Most weeks I just lived in spreadsheets and hoped nothing slipped.
So we built the CRM I actually wanted: AI-native, dirt-simple, lives inside WordPress (no separate login), runs on $299 flat. Athena drafts my follow-ups, watches my inbox, ranks my leads, and tells me what to do next every morning before I've finished my coffee. If it works for me — solo agency owner with no time — it'll work for you.
Same brain, different doors. Each surface gets the page context automatically — so the answer is always about what you're looking at right now.
Bottom-right Ask AI on every page. Knows what you're filtering by.
On lead detail, Athena snaps to the right gutter. Always present.
Top 10 leads to focus on, ranked by recency × score × value.
7 AM email + push: yesterday's wins, today's overdues, focus.
High-value deals going stale or showing buy signals get a push.
15 min before any calendar event, brief lands in your inbox.
Audio summary of your week. Listen on your commute.
Install on your phone. Same brain. Same intelligence. Push always on.
Install at /athena-crm/. Add to home screen. Push notifications work even when the app is closed.
Athena makes you look like a 5-person sales ops org. Daily briefing → reply detection → drafted responses. You sell. It does the rest.
Twilio integration auto-creates leads from inbound calls. Recordings + transcripts on every lead. Never lose a hot inquiry again.
Sequences, pipelines, workflows, deal alerts, custom fields — without paying HubSpot's $800/mo "Pro" tier. Lives in your existing WordPress.
No seat fees. No "AI Starter" upcharges. No usage tiers.
Register an Azure AD app (free, ~15 min), add a redirect URI to your CRM, paste the Application ID + Client Secret into Settings → Email & SMS → Email Integration, then connect each teammate's mailbox from Edit Profile → Athena Email Integration. Full step-by-step in the new Connecting Outlook / Microsoft 365 help article inside the CRM.
Help Center (8 categories, 20 articles), ⌘K command palette, field-level help bubbles (31 fields), spotlight "Show me in CRM" overlay, side-panel dock for the chat, context envelope on every Ask AI request, PWA Help bottom sheet + Athena AI chat sheet, full-bleed admin pages with symmetric gutters, OAuth-aware email integration that auto-pauses sequences on reply.
Yes. Your data stays in your WordPress install. The chat sends only the question + lightweight CRM context (page name, lead ID, view filters) to OpenAI through your license-provisioned key. Article content is not sent to OpenAI. You can plug your own OpenAI key under Settings → General for a separate billing account.
Athena AI CRM is self-contained — no theme dependencies, no required addons. Plays nicely with Gravity Forms (auto-create leads), WooCommerce (billing sync), Twilio (calls + SMS), Cal.com (booking), and any plugin that respects the WP REST API.
v4.29.6 (and every future release) lands as a one-click update on your WordPress Updates screen. You see "You have version X installed. Update to Y." Click Update Plugins. Done. No SFTP, no zip uploads, no maintenance windows.
The plugin keeps running with a deactivated AI gate — your existing leads, sequences, and data stay intact. AI features (chat, scoring, briefings) pause until you re-activate or remove the plugin. No data is deleted.
v4.29.6 is live across every customer. Outlook + Gmail OAuth · Help Center · ⌘K palette · PWA Help. $299/mo. Cancel anytime.