AI inside the CRM for business: records and next steps
Your CRM records are filled in, and every deal has a next step
AI inside the CRM you already have: it fills in the client record from emails and chats, writes a short deal summary and the next step, and reminds the sales rep when a deal stalls.
The problem
The CRM is paid for, but the records are empty: sales reps work with clients in email and messengers and copy the data over when they remember. The manager opens the pipeline and cannot see what is really happening with the deals.
What we do
- Emails and chats with a client go into their record: contacts, request, the amounts and dates agreed.
- A short summary for every deal: what happened, where it stopped, what the next step is and who owns it.
- A deal with no progress for longer than agreed: a reminder to the sales rep, then to the manager.
- The sales rep sees what the AI wrote into the record and can correct it. The AI does not email clients on its own.
- It works inside your CRM, so employees do not need to install new software.
Results in numbers
- This is how it works for us: every client request is recorded by our system in the CRM with a status, with a reminder about the next step.
- How many records get filled in and how many deals stop stalling for you is measured during the pilot.
Who it is for
Sales teams of 3–30 people who already have a CRM (HubSpot, Pipedrive, amoCRM, Bitrix24 and others) where records are filled in only now and then.
How the pilot works
- A free 30-minute call: which CRM you use and where client data gets lost.
- Scope in writing: which channels we read, which fields we fill in, whom we remind.
- Connection to your CRM and setup for your deal stages.
- A run on your real deals.
- A report: how many records were filled in, where the rep corrected the AI, which deals stalled.
- You decide: connect the whole team, refine or stop.
Price
- Pilot: 600 €. 50% at the start, 50% after the report.
- Ongoing service after the pilot: price after we review your task.
FAQ
Which CRMs do you work with?
Those with API access: HubSpot, Pipedrive, amoCRM, Bitrix24 and others. Whether yours fits and how long the connection takes, we tell you after the first call.
How is this different from the AI lead assistant?
The lead assistant answers new enquiries from your website. This service works with the clients and deals already in your CRM.
Will the AI write to clients on our behalf?
No. It fills in the CRM and reminds your sales reps. Everything that goes to a client is sent by a person.
What happens to client data?
Where data is stored and when it is deleted is set out in the contract before any work starts.
Related services and demos
Send us the name of your CRM and five deals where it is unclear what is going on, and we will show what the record and next step would look like.
Write to ai@delta-solution.pro or on Telegram: t.me/santnickol
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