Know Every Buyer Before They Call
Research, track, and nurture every buyer relationship with AI that surfaces the insights your team needs to close faster.



Everything You Need to Manage Buyer Relationships
From AI-powered research to visual pipeline management, Poly9 CRM gives your sales team the tools to close more deals faster.
AI-Powered Buyer Research
Instantly generate rich buyer profiles with company background, buying patterns, market segment, and social signals — so your team walks into every conversation prepared.
- Auto-generated company and buyer intelligence
- Buying pattern analysis from historical data
- Market segment classification and scoring

Visual Pipeline Management
Manage your entire buyer pipeline with an intuitive kanban board. Drag buyers between stages, see deal values, and forecast revenue at a glance.
- Kanban board with customizable stages
- Deal value tracking and revenue forecasting
- Automated stage transitions based on activity

Activity Timeline
Every email, call, collection view, and quote is logged automatically. See the complete story of every buyer relationship in one chronological feed.
- Automatic activity logging from all touchpoints
- Email and collection engagement tracking
- Notes and tags for team collaboration

Engagement Scoring and Forecasting
AI calculates engagement scores based on buyer activity — collection views, quote requests, email opens, and more. Focus your energy on the buyers most likely to convert.
- AI-powered engagement scoring
- Conversion probability predictions
- Automated prioritization of hot leads

Try it yourself
Start your free 14-day trial — no credit card required. Design your first product in seconds.
Frequently Asked Questions
Everything you need to know about Poly9 Buyer CRM

Buyer CRM Datasheet
One-page overview of Buyer CRM — AI-powered buyer research, visual pipeline management, activity timelines, and engagement scoring with conversion forecasting.
- AI-powered buyer research
- Visual pipeline management
- Activity timeline tracking
- Engagement scoring and forecasting
Turn Buyer Data into Revenue
Manufacturers using Poly9 CRM see 3x faster follow-ups and 25% higher buyer retention.