CRM automation demo

Send an enquiry. Watch the follow-up happen.

Pick a sample customer and send their enquiry. The automation reads it, adds them to the CRM, scores the lead, opens a deal, sets a follow-up task and drafts a reply, with nobody typing anything.

1. The enquiry

Who is asking?

Loading sample customers.

How did the enquiry arrive? As an email, in their own wordsAn AI model picks out what they need, their budget and their timing. Through the website formThey chose each detail from a list.

Their message

Made-up customers only. You can edit the message, but don't type real personal details: an AI model reads it and drafts a reply that is kept in a demo CRM for about a day. 0 / 500

2. What the automation does

Nothing has run yet. These are the steps you'll see.

3. Automation that runs on a schedule

Deals go quiet when nobody follows up. Every morning this check finds open deals with no recent activity, creates a reminder task for each one, escalates follow-ups nobody has started and totals the pipeline. Here you can run it now instead of waiting for the morning.