TL;DR: Our AI reads incoming inquiries from email, extracts key information, and creates or updates CRM records with sales tasks — all without manual typing. Sales teams stop typing and start selling.
Silent Time Theft in Sales
An inquiry arrives via email, and then someone manually opens the CRM, creates a contact, copies data, and makes a task to follow up. For one inquiry, this is trivial. For dozens daily, this translates to hours wasted on typing instead of talking to clients. Meanwhile, some inquiries get lost because no one had time to enter them.
How AI Takes Over Data Entry
Our system streamlines the process, ensuring that every inquiry is processed efficiently.
- Reading Emails. The system recognizes inquiries, extracts names, companies, contacts, and the essence of the message.
- Creating in CRM. It automatically creates or updates contacts and opportunities without manual copying.
- Assigning Tasks. The right salesperson is assigned a task with a deadline to follow up.
- No Losses. Every inquiry ends up in the system, so nothing gets lost in the inbox.
Measurable Results
- Hours saved weekly from manual data entry
- Faster response to inquiries since tasks are created immediately
- No leads are lost in a cluttered inbox
FAQ
Will it work with my CRM?
We connect to most common CRM systems via API; if yours has integration, our system can be set up.
What about unclear inquiries?
Unclear or incomplete inquiries are marked for human review instead of entering with incorrect data.
How does the integration process work?
The integration process is straightforward and can be completed in a few steps, ensuring a seamless transition to automated data entry.