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1
Define Your CRM Requirements
Enter customer data, desired contact methods, sales objectives, and communication-style needs into the CRM system.
2
AI Analyzes Data and Builds Profiles
The AI assistant interprets customer data and builds detailed customer profiles, recommends the best time to reach out to them, and prepares specific communication templates.
3
Review and Adjust Recommendations
Check AI suggestions and adjust them to your selling strategy, introducing some personal elements and sales-specific text where necessary.
4
Utilize CRM Insights & Automation
Your assistive CRM offers pre-built customer insights, automated follow-up sequences, lead scores, and sales forecasts to achieve improved customer relationships and more revenue.















