Imagine a receptionist that not only answers calls but also organizes your entire business. That's what our AI-powered CRM does, streamlining your lead management process and boosting efficiency.

Key Features

1. Intelligent Group Builder

Our system allows you to create custom groups for your leads, such as "Hot Leads," "Potential Clients," or "Follow-up Required." You can define specific criteria for each group, and the AI will automatically categorize leads based on these parameters.

• Create custom groups with unique identifiers
• Define scenarios or select specific workflows for lead categorization
• AI analyzes conversations and assigns leads to appropriate groups

2. Automatic Lead Sorting

While your AI receptionist engages in conversations, it simultaneously categorizes leads based on your predefined criteria.

• Real-time lead categorization during calls
• Automatic assignment to custom groups
• Ensures leads are properly organized without manual intervention

3. Comprehensive Note-Taking

The AI meticulously records key points from each interaction, providing valuable insights for future reference. You can also automatically add notes to any lead. We also store the entire history of all updates to a lead.

• Automatic capture of important conversation details
• Option to add custom notes for each lead
• Helps maintain a comprehensive history of client interactions

4. Flexible Lead Management

Our intuitive interface allows for easy management and reorganization of leads.

• Drag-and-drop functionality for moving leads between groups
• Ability to update lead information and group assignments
• Ensures your CRM stays up-to-date with changing lead statuses

5. Customized Follow-ups

Set up automated follow-up actions tailored to each group, ensuring timely and relevant communication with your leads.

• Configure group-specific follow-up schedules
• Automate email sequences or call reminders
• Maintain consistent communication with leads at various stages

6. Multiple View Options

Our CRM offers various ways to visualize and interact with your lead data:

• Board View: A Kanban-style interface for a visual overview of your leads
• List View: A detailed, sortable list of all leads for quick reference
• Individual View: In-depth profile view for each lead, including interaction history

Setting Up Your AI-Powered CRM

1. Log in to your dashboard using your credentials.
2. Create custom groups that align with your business needs:
   • Click on "New Group" and provide a name and description.
   • Choose between scenario-based or workflow-triggered categorization.
   • For scenario-based groups, describe the criteria in plain English.
   • For workflow-triggered groups, select relevant workflows from the available options.
3. Configure your AI receptionist:
   • Define key phrases or topics for the AI to recognize during calls.
   • Set up rules for automatic lead assignment to groups.
4. Customize follow-up preferences for each group:
   • Determine the frequency and type of follow-up actions.
   • Create templates for automated communications.
5. Familiarize yourself with the different view options and start managing your leads efficiently.

The Power of Automation

While you focus on core business activities, your AI receptionist works tirelessly to build and maintain your CRM:

• Answering calls and engaging with potential clients
• Categorizing leads based on conversation context
• Taking detailed notes and setting up follow-ups
• Continuously updating your CRM with the latest information

By leveraging the power of AI, you can streamline your lead management process, ensure consistent follow-ups, and focus on converting leads into loyal customers. Experience the future of customer relationship management with our AI-powered CRM system.

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