CRM Automation
Contacts and deals updated from emails, chats and forms, with tasks created for your team.
Email from customer
Deal
Annual plan
Next step
Send proposal by Friday
Discount asked
Outside your rules
CRM record updated
- Deal stage
- Conversation note
- Discount changeReview
Overview
A CRM is only useful when it’s up to date, but updating it by hand after every email, chat or form takes time. Indite sets up an AI agent that updates contacts and deals from your conversations and creates tasks for your team, so your CRM reflects recent activity.
Challenges
Updates are manual
Sales and account teams update records by hand after each conversation.
Notes stay in inboxes
Details from emails and chats rarely make it into the CRM.
Next steps are forgotten
Agreed actions are missed when they aren’t recorded as tasks.
Records fall behind
Contact and deal details stop reflecting what has actually been discussed.
Solution
Update contacts and deals
The agent updates records from emails, chats and forms based on your rules.
Add conversation notes
Key points from each conversation are added as notes on the right record.
Create tasks
Next steps are created as tasks for the right person.
Flag changes for review
Changes outside your rules are sent to your team for review before they’re saved.
Connects with: your CRM (such as HubSpot or Salesforce), Gmail, Outlook, chat and form tools.
Business Impact
Review instead of typing
Your team checks updates rather than entering them by hand.
Notes on the record
Conversation details are stored where the whole team can see them.
Next steps tracked
Every agreed action becomes a task with an owner.
A current CRM
Records reflect recent conversations, not just what someone remembered to enter.
See how this would work for your team
Tell us how it works today. We’ll show you how an AI agent could handle it, where your staff stays in control and what it would cost.