AI Assistant: Who needs a follow-up? What did we agree? Just ask.

Ask about customers and sales in everyday language. Get the context, answer or update you need while you work.

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Answers from the customer context you already have.

The AI Assistant answering a sales question with useful customer context
  • Ask in plain language.Use the words you would say to a teammate.
  • Get the useful context.Start with an answer you can act on.
  • Keep moving.Update the record without leaving the work.
Start with the work you already do

A helpful answer is the start of the next action.

Ask the question that is already in your head. Done CRM brings together the customer history and sales details that help you decide what to do.

  1. The AI Assistant listing deals that need attention today
    Focus today

    Know where to focus today.

    Ask which deals need attention and start with a useful short list.

  2. An AI-generated customer brief with recent activity and next steps
    Prepare for a customer

    Walk into the next meeting with the story.

    Get a brief from the customer history instead of opening five tabs.

  3. The AI Assistant saving a next step to a customer record
    Update while you work

    Say the change once.

    Ask Done CRM to save the next step while you keep moving.

Make it fit your business. The Assistant works from the customer and sales information your team already keeps in Done CRM, so the answer has somewhere useful to go.

A simple way to use it

Question in. Useful action out.

Start with a plain question, then ask for the small change that keeps the record ready for the next person.

  1. 01Ask which deals need attention today
  2. 02Open the useful result
  3. 03Ask for a specific next-step update
  4. 04Keep working from the updated record
Keep going

Give the Assistant a complete story to work with.

Customers & SalesKeep the customer history and sales progress together.AutopilotTurn a repeatable answer into a repeatable job.
Questions, answered

A few things people ask before they start.

It can search the customer and sales information already in your Done CRM workspace and bring the useful context into the conversation.
Yes. Ask it to save a clear change, such as a new next step, when you are ready.
Ask about files that are available in your workspace. The Assistant will use the information it can access.
The Assistant helps with the question or action in front of you. Autopilot checks for a repeatable situation and handles it on a schedule.

See your sales day in Done CRM.

See an everyday question become a useful next action — start a free trial, or book a meeting and we will walk you through it.

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