PRACTICAL GUIDE · CRM
How to integrate AI with your CRM
AI becomes more useful when it works inside the commercial workflow instead of living in a separate chat window.
Keep the CRM as the source of truth
A well-designed integration reads only what it needs, performs authorised actions and leaves an audit trail.
Qualification
Turn forms, email and WhatsApp conversations into structured CRM fields and priority signals.
Summaries
Store conversation summaries, next actions and customer needs so sales staff can continue with context.
Follow-up
Trigger reminders and approved messages according to deal stage and preferences.
Data governance
Define exactly what each automation can read and write and which actions require confirmation.
FROM GUIDE TO IMPLEMENTATION
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