“She wants a 3BHK, can go up to about two point two crore, looking to move next month — wants to see the flat this weekend.”
A CRM you can ask.
- Two features live
- Natural-language assistant in testing
What is live, in development and later.
- Live
Speak a call summary; budget, timeline and flat size fill in for you to confirm.
- Live
One Meta form answer fills several CRM fields; you confirm before saving.
- In development
Ask for records in plain language, such as leads nobody has called in three days.
- In development
Describe a report and get it, such as campaign-wise enquiries or this month against last.
- Later
Carry out routine actions you ask for, such as reassigning leads, after you confirm.
Two things it already does.
“3 bhk in kharghar under 1.5 cr”
One form answer fills several fields
The questions we are building toward.
- Show me leads nobody has called in the last three days.
- Which salespeople have the most overdue follow-ups?
- Show me enquiries by campaign.
- Compare this month's site visits with last month's.
The rules it follows.
It suggests; you approve.
Nothing the AI proposes is saved until you confirm it.
It sees what you can see.
The assistant is designed to work inside your role's permissions.
It says when it is unsure.
We test answers against known data before releasing a capability.
Why an assistant, and not a chatbot.
A chat window added to a CRM mostly repeats what the menus already do. We are building the assistant into the same data, roles and records the rest of the product uses, so a question can lead to the records and a confirmed action.
We will call it generally available only after it passes tests on real workflows.
AI and your data.
- AI suggests; you approve before anything is saved.
- What the AI features see, and where it goes, is set out on the Security page.
Want it when it is ready?
Tell us on the demo request and we will invite you to try the assistant as it ships.