AegisCRM

A CRM for people who sell in the DMs

Every conversation scored, briefed, and moving.

There are buyers sitting in your inbox right now, waiting. Follow-ups slip, leads go cold, and the money walks. Aegis keeps every conversation, lead, and follow-up tracked in one place, and tells you who is waiting, who is due, and what to say next.

Lead tracking

Every lead tracked, without you typing a word.

Aegis reads your conversations and keeps each lead's profile current on its own - business, goal, what's holding them back, why they'd buy. No forms, no manual entry, no CRM homework. It is all just there the moment you open the thread.

Waiting on you

@renata.cutsco
“yeah the no-shows are killing my fridays lately”
2h
@dmitri.roofs
“ok what would that even look like for a crew of 6”
5h
@coach.talia
tagged you - push-ups day 47 - repost?
1h

The brief · @renata.cutsco

Business
barbershop owner - two chairs
Goal
out of the booking DMs by fall
Constraint
no-shows eating Friday revenue
Why
Saturdays back with her kids

Suggested next line

"Two hours a day chasing bookings - stack it up and that's a work-week every month. What's eating most of your week right now?"

Names changed; the shape is exactly what the tool produces. The profile reads itself from the conversation and stays current - you never update a field.

The coach

Coached to close, message by message.

Aegis runs on the best sell-by-chat playbooks in the game, so it always knows the next move to turn a conversation into a client. Bring your own frameworks and it folds them in, learning from every chat you have and coaching you sharper with each client you talk to. Point it at your first hundred closes and dead deals, and it gets fluent in your business, not a generic script.

The read · @coach.mara.fit

Stage
qualifying - pain named, not yet a number
Next move
"Clients ghosting their check-ins - how many hours a week does chasing them eat?"
Why
put a number on the pain before you offer, or you get "makes sense" and no sale

The playbook is the floor; your conversations make it yours. It never sends for you - it names the move, you make it.

Leads

Leads on your desk every morning.

Wake up to a fresh list of leads who look exactly like your buyer, already found and vetted while you slept. No scraping tools to learn, no spreadsheets, no hours lost hunting. Your only job is to say hello.

handlescoresignals
@jordan.lifts8posts progress · asks form questions · no coach yet→
@katie.macros7tracking macros · plateaued 3 months→
@reset.dadbod6just started · commented on your reel→
@peak.supps3a brand, not a client · trains the scorer×

Bench: 155 scored prospects banked. Rejected handles never resurface.

Automations

The replies that should never wait for you.

Every hour a hot question sits unanswered, it cools. These answer the second they land, day or night, while you run the business.

DM asks about pricing→your offer and booking link land before they cool off
story reply asks for details→answered at 2am while you slept
new lead books a call→confirmed, reminded, on your calendar
invoice paid→client welcomed and onboarded without you touching it
Operations

Set your number. Hit it every day.

Pick your daily target - say 100 outbound - and Aegis keeps you on it. Fresh leads queued to message, every warm reply surfaced, everyone due a follow-up lined up. You open the app and work the list, no deciding what is next, no one slipping through. It keeps you pointed at the one thing that grows the business: talking to people.

100reached this month - 80 cold, 20 warm, against your daily goal
31replied - 31% wrote back, the ones that count
4converted to paying clients
15+ hrsa week back from triage, prospecting, and follow-up chores

Numbers from the live account this tool runs daily, July 2026. Cold means never contacted before; the ledger checks, so the stats stay honest.

Metrics

See exactly where your pipeline is stuck.

Every lead comes through a door - a lead magnet, a cold DM, a story, a referral - and every door feeds one pipeline. Aegis lays the whole thing out, front door to closed client, so the one stage it clogs is impossible to miss. That clog is your bottleneck. Clear it and everything downstream moves.

pipeline stagethis monthwhere it's flowing
Leads in120lead magnet 55 · cold DMs 40 · story replies 25
Engaged48replied and talking
Offer made12your bottleneck - 48 engaged, only 12 got an offer
Calls booked8walked through their plan
Closed5new paying clients

The stage with the steepest drop is your bottleneck. Here it's the offer - the leads are there, the asks aren't. Fix that one rung and everything below it lifts.

Waitlist

The tool works the book. You work the conversations.

Waitlist members get in free when doors open. First come, first served, and early seats are limited. Lock yours now.