Solutions · AI CRM Assistant
A CRM that briefs you, instead of the other way round
Summarises records, flags what's missing, and prepares follow-ups, so pipeline reviews start from insight, not data entry.
A productised build within our CRM & RevOps Engineering service
CRM records are incomplete and out of date, and preparing for pipeline reviews means hours of manual reading.
Who it's for
RevOps leaders and sales managers who live in the CRM.
What it does
What it handles
Summarise records and interactions
Identify missing information and prepare follow-up tasks
Suggest lifecycle updates and support pipeline reviews
Surface stale records and prepare account briefs
Example workflow
How it works, step by step
Before a review, the assistant summarises each account and flags gaps
It prepares follow-ups and account briefs
Your team reviews, edits, and approves
Approval and audit controls are maintained
Systems it connects to
Works with the stack you have
You stay in control
Suggestions only. Your team approves lifecycle and record changes, and approval and audit controls are maintained throughout. Automation proposes; a person stays in control.
How we deliver it
Assess, embed, build, optimise
Assess
Map how the work runs today and the answers your team approves.
Embed
Connect to the systems you already use, inside your own accounts.
Build
Ship it with guardrails and clear handover rules.
Optimise
Tune it as real use comes in, and your team stays in control.
See how this is built
A labelled, honest walk-through of how an AI CRM Assistant is built. No invented clients or metrics.
Turn your CRM into a source of insight
Start with a fixed-scope assessment and a prioritised plan you keep.