AI-powered
research tool
We’ve integrated an AI-powered research tool into the custom CRM platform we’ve developed for a retail client to give staff access without switching applications.
It allows the client’s sales team to look up background on corporate clients, research industries or a client's personal interests or hobbies to find information that helps to personalise conversations ahead of a visit or event. Any useful findings can be saved directly to the client's record, keeping everything in one place rather than scattered across browser tabs and notes.