Operations
CRM Implementation Coming soon
Build a CRM your team can actually run on.
Use case
Email to CRM: Have AI Add Every Email Enquiry to Your CRM
Email to CRM without the copying: AI turns each enquiry in your inbox into a contact with the details filled in and a follow-up task.
- Area
- SalesRuns on an AI System
- Good for
- Small businessMid-size
- Example tools
- GmailOutlookGoHighLevelHubSpot
The Problem
- New business arrives by email between invoices, newsletters and supplier updates.
- Someone has to spot it, copy the name, number and what they need into your CRM, then remember to follow up.
Imagine This
A homeowner emails asking for a kitchen quote. Minutes later they are in your CRM with their address, what they asked for and a follow-up task for tomorrow. You never opened the email.
How It Works
Example setup · AI-poweredWhat's the difference?
- TriggerA new email lands in your inboxe.g. Gmail, Outlook
- AI stepAI spots enquiries and pulls out the detailse.g. Claude, ChatGPT
- ActionA contact and a follow-up task are createde.g. GoHighLevel, HubSpot, Pipedrive
- Back to youUnclear emails are flagged for you to sorte.g. a label in your inbox
What Changes
An email enquiry becomes something your team can see and follow up.
The service behind this
This workflow is one part of a bigger system. When we set it up, it comes as part of:
Workflows that go with this one
- Use case
Answer Every Call and Book the Job, Even After Hours
The phone rings while you're on a job, and the caller tries the next business. An AI receptionist picks up, answers from your info and books it.
- Use case
Chase Unpaid Invoices Automatically
The invoice is overdue and the reminder feels awkward, so it waits. Polite reminders go out on their own and stop the day it's paid.
- Use case
File Every Signed Document Automatically
When a contract or form is signed, the signed copy is saved to that customer in your CRM and your shared drive, without anyone downloading it.