CRM cards
Efficient Workflow Management
Simplify and optimize CRM operations with our AI assistant. Seamlessly manage custom cards in the CRM UI to enhance workflow efficiency. Stay on top of organizational operations with real-time data updates and streamlined processes.
Efficiency
Workflow Management
CRM Operations
Streamline CRM Operations Effortlessly
The Challenge
Managing multiple custom cards and external data fetch requests manually can be time-consuming and prone to errors for operations managers.
The Solution
Our AI assistant automates the process of creating, updating, and archiving custom cards, saving time and ensuring accuracy in CRM operations.
Transforming user intents to actions with a genie touch