AI CRM

Welcome to AI CRM, your intelligent customer-relationship platform powered by automation, smart insights, and streamlined sales management.
Whether you start fresh with the built-in CRM or connect your existing HubSpot data, this guide will help you get up and running quickly.

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1. Getting Started

When you first open the CRM, you’ll see two options:

➤ Use Built-In AI CRM

Start with a clean, powerful CRM that includes:

• AI-powered automation

• Simple, intuitive interface

• Free forever

• Ready to use instantly

Click Get Started to activate your built-in CRM.

➤ Connect HubSpot

If you already use HubSpot, you can connect your account to unlock:

• Data sync

• AI assistant support

• Automated insights

• Workflow enhancements

Click Connect → and follow the login instructions.

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2. After Clicking “Get Started”

You will land on your CRM home dashboard, where all metrics initially display as 0 since no data is added yet.

Dashboard Metrics

• Total Contacts

• Companies

• Active Deals

• Pipeline Value

• Revenue Won

• Tasks Today

Each card includes a quick-access View button such as:

• View All Contacts

• View All Companies

• View Pipeline

• View Tasks
  
  

  

  
  

Welcome Section

You are prompted to begin:

• ➕ Add Contact

• ➕ Add Company

• ➕ Add Deal

Below this, you’ll see:

• Recent Deals (empty until you add one)

• Recent Contacts

• Upcoming Tasks

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3. Contacts

Use Add Contact to create your first contact:

• Name

• Email

• Phone

• Company (optional)

• Notes
  
  

Contacts will appear under View All → Recent Contacts.

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4. Companies

Add companies associated with your deals or contacts:

• Company name

• Website

• Industry

• Notes
  
  

Companies appear under View All Companies.

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5. Deals

Navigate to the Deals page to manage your sales progress.

Deal Filters

You can filter by stage:

• 📋 All

• 🟡 Lead

• 🔵 Qualified

• 🟣 Proposal

• 💗 Negotiation

• ✅ Won

• ❌ Lost
  

Initially you'll see:
“No deals found — Create your first deal to get started.”

Creating a Deal

Click Create Your First Deal.

Fill out the fields:

Required Fields

• Contact* → Select an existing contact

  • If none exist: “Do not see the contact? Add one first”

• Deal Title* (e.g., “Website Redesign Project”)

• Amount*

• Stage* (Lead → Won → Lost, etc.)

Optional Fields

• Probability (%)

• Expected Close Date

• Description

Click Create to save the deal.

Deals will now appear in the pipeline and reports.

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6. Tasks

The Tasks page keeps your team organized.

Task Filters

• ⏳ Pending

• ✅ Completed

• 📋 All

• 🔴 High

• 🟡 Medium

• 🟢 Low

At first:
“No tasks found — Create a task to get started.”

Creating a Task

Click Create Your First Task.

Fields:

• Title*

• Description (optional)

• Type → To-Do

• Priority → High / Medium / Low

• Due Date

Tasks appear in dashboards & reminders.

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7. Sales Pipeline

The Sales Pipeline is a visual overview of all deal stages.

Stages include:

• Lead

• Qualified

• Proposal

• Negotiation

• Won

• Lost

Each stage displays:

• Number of deals

• Total value

At first, every section shows:
“0 deals • $0 — No deals in this stage.”

Once deals are added, they’ll appear here with drag-and-drop movement between stages.

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8. Reports & Analytics

Access performance metrics for any date range.

Reports Include:

• New Contacts (Last 30 days)

• New Deals (Last 30 days)

• Revenue Won

• Win Rate

• Pipeline Value

• Deals by Stage

• Activity Summary

• Top Contacts by Deal Value

Before adding data, these areas will display “No data yet.”

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9. Email Templates

Create email templates for follow-ups, deal updates, and outreach.

Creating a Template

• Template Name*

• Template Type (Follow Up, etc.)

• Email Subject*

• Email Body*

Save the template to reuse with contacts and deals.

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10. AI Insights

The AI Insights tab provides smart recommendations for your CRM.

Insight Categories:

• ⚠️ Deal Risks

• 💰 Upsell Opportunities

• 📞 Follow-ups Needed

• 📉 Engagement Drops

• ⭐ Opportunities to Grow

Before your CRM has enough data, you’ll see:
“No AI Insights Yet — Our AI is analyzing your CRM data.”

You can also click:
Generate Insights Now

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11. AI Assistant

A live CRM chat assistant that can answer questions like:

• “Show my contacts”

• “What deals are in negotiation?”

• “Add a new task for today.”

• “What deals do I have closing this month?”

You can also add quick actions:

• Add Contact

• View Recent Deals

• Open Pipeline

The assistant references all your CRM data in real time.

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12. Settings

Customize your CRM’s behavior under the Settings tab.

CRM Mode

• Built-in CRM (active by default)

• HubSpot Integration
  

  

Notifications

Enable email/push notifications for:

• New deals

• Task reminders

• AI insights

• Deal won celebrations

Display Preferences

• Default dashboard view

• Items per page

• Date format

Data Management

• 📥 Export All Data

• 📤 Import Contacts

• 🗑️ Clear All Data (irreversible)

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Summary