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AI ProductsCRM AI-Elements

AI elements inside the CRM you already run

CRM AI-Elements adds practical AI to your CRM records. Score leads, summarize cases, convert calls to text, and read large documents without leaving the CRM.

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The elements

Six elements, one CRM

Each element does one job on the records you already have. Below are the six:

Sentiment Analysis

Reads case content to judge the customer's sentiment.

Summarization

Turns long case threads and records into short, usable summaries.

Audio to Text

Converts call recordings into accurate text, automatically.

Lead Scoring

Scores leads in real time, with the reason recorded on the lead.

Large Document Analysis

Pulls summaries and answers out of large files and content.

Company Evaluation

Scores a company's health against predefined global parameters.

A closer look

What each element does

01

Sentiment Analysis

Sentiment Analysis reads case content and judges the customer's sentiment. Your team sees the mood before it replies. This means the response matches the state of the customer.

  • Sentiment judged from case content
  • A read on the customer before the reply
02

Summarization

Long case histories hide the point. Summarization condenses a case or record into a few lines your team reads before the call. This means faster context and less scrolling.

  • Case and record summaries on demand
  • Concise output your team can file into notes
03

Audio to Text

Call recordings sit unused because nobody replays them. Audio to Text converts customer calls into accurate text, automatically. Your team reads the call instead of replaying it.

  • Automated conversion of call audio to text
  • No replaying calls to find one answer
04

Lead Scoring

Every lead is scored in real time against industry parameters. The reason behind each score is recorded on the lead. That said, your team stays in charge of what happens next.

  • Scores built from fields such as company, title, employee count, website and industry
  • Real-time scoring as leads arrive
  • The reason behind each score, on the record
05

Large Document Analysis

Large files answer slowly when a person has to read them. This element pulls summaries and answers out of large content and files. Your team asks. The document answers.

  • Summaries and answers from large documents
  • Works on your files and documents
06

Company Evaluation

Company Evaluation scores a company against predefined global parameters. It looks at areas such as market attractiveness, product and technology, team, and traction. The result is a health view your team can compare across accounts.

  • Predefined, global evaluation parameters
  • A comparable health score per company
Why it works

AI where your team already works

No new tools

The elements run inside your CRM. Your team keeps its screens, and the AI comes to them.

Reasons attached

Every lead score carries its reason, recorded on the lead. Your team checks it before acting.

Less manual reading

Summaries, transcripts and document answers generally cut the reading behind each decision.

Next step

See the elements working

Request a demo and we will walk you through the elements that fit your CRM.

Request a Demo