AI Assistant

AI-powered shortcuts for common CRM tasks — summaries, drafts, scoring and recommendations.

These features show mock, illustrative results — no live AI or LLM API is called yet. Connect a real model to make them generate live output.

Summarize Lead Conversation

Condense a lead's WhatsApp and call history into a quick-read summary.

Generate Follow-up

Draft the next best follow-up message based on the lead's stage and history.

Recommend Property

Suggest matching listings based on a lead's budget, area and preferences.

Lead Qualification

Assess whether a lead is sales-ready and flag missing qualification details.

Lead Score

Score a lead's conversion likelihood from budget, engagement and timeline signals.

Draft WhatsApp

Write a ready-to-send WhatsApp message tailored to the lead's context.

Draft Email

Compose a professional follow-up or proposal email in seconds.

Summarize Customer History

Roll up a customer's past deals, viewings and communications into one brief.