CRM & sales

2 answers Updated

What is an AI CRM?

Guide

An AI CRM is customer relationship management software with AI built in to do parts of the work — for example answering customer messages, creating invoices or tasks from a plain-language request, or reviewing ad performance and suggesting changes. The CRM still holds your leads and deals; the AI saves time on repetitive steps, with people approving what matters.

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How can I automate my sales process?

Guide

Automate the sales process one handover at a time: capture and assign leads automatically, schedule follow-ups, send quotes the client can sign online, convert signed quotes into invoices with payment links, and bill repeat customers on a schedule. Each step removes a manual task and a chance for a deal to stall.

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