CRM AI
CRM AI — handling inquiries: the client writes on WhatsApp, AI replies, and a warm client is passed to a manager.
Why you need this
Advertising brings inquiries, and then a quiet leak begins: no reply in the evening — the client went to someone else; forgot to call back — the lead went cold; did not book them — the person changed their mind. You pay for traffic and lose it by hand. Here the first reply and qualification happen automatically, and a person’s time goes only to those who are ready to buy.
What it is
CRM AI is an inquiry intake system: messaging on WhatsApp, AI replies, telephony, booking for a consultation or webinar, onboarding and handing a warm client over to a person. The goal is that no inquiry gets lost and the manager receives a client who is already warmed up.
What it gives you
01
No inquiry gets lost: the first reply goes out immediately, day and night
02
The client is qualified before the conversation — it is clear what they need and how ready they are
03
Booking for a consultation or webinar goes straight to the calendar, without manual back-and-forth
04
The manager receives a warm client, not a cold list of contacts
05
Telephony and messaging in one system: the conversation does not need to be retold
Evidence
- The system is assembled from our own parts: AI messaging and client records already work in other platforms of the ecosystem
- Inquiries for our own projects are handled the same way — real estate, the Academy, partnership
- Inside is an approach in which AI does not make things up: the agent answers only from approved facts
- Handover to a manager is an event, not a hope: the client does not wait until a person is free
How to start
- Write to WhatsApp — tell us where your inquiries come from
- We will go through the path of an inquiry: first reply, qualification, booking, handover to a manager
- The first step — we will turn on inquiry handling on one channel and look at the result
