CRM
Comes with the CRM Specialist agent. When you add it, the agent sets up this app in a few minutes, keeps it up to date and adapts it to how you work.
Available in every region: Canada, the US and the EU.
A ready-made CRM that keeps your contacts, conversations and sales pipeline in one place.
What you can do
- Log every call and email
- Keep the pipeline current
- Get reminders of follow-ups
The agent that runs it
Comes with a ready-made CRM and runs it for you: logs every call and email, keeps the pipeline current, reminds you of follow-ups, and adapts the CRM to how you work.
How it works
- The box “Include a ready-made app” is ticked by default when you add the agent. Untick it and the agent is added without the app.
- You and your colleagues sign in to the app with your email.
- Setup runs in the background, step by step, and each step is retried up to 3 times. The app appears as a website project of the person who added the agent.
- The agent reads and writes the app’s data, and can change the app itself through the Websites & apps builder.
- The app needs a connected environment and funds in your balance. Without them, the agent is added without the app and explains why in its conversation.
- The app goes live automatically when the agent is added. You can untick the box when added.
More apps: Sales and clients
Questions
Can the agent change the CRM to fit how I work?
Yes. The agent adapts the CRM to how you work, and it can change the app itself through the Websites & apps builder.
Can I add the agent without the app?
Yes. Untick “Include a ready-made app” when you add the agent.
What if the app cannot be built?
The agent is added without it and explains why in its conversation. It needs a connected environment and funds in your balance.
Add the CRM Specialist agent
The CRM app is included. You can untick the box when you add it to add the agent alone.
Add this agent