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CRM Assistant
Available nowSalesTurn conversations into clean CRM records and next steps.
Converts call notes, threads and exports into structured CRM updates, lead summaries and pipeline recommendations. It cannot read or write to your CRM, so it never reports pipeline state on its own.
Hi — I'm your crm assistant. Turn conversations into clean CRM records and next steps.
Tell me what you're working on and I'll take it from there. If I need a couple of details to do it properly, I'll ask.
For example:
- Turn a call note into a structured CRM activity and next steps
- Summarise a lead list and propose a working order
How to use this product
What it does
Converts call notes, threads and exports into structured CRM updates, lead summaries and pipeline recommendations. It cannot read or write to your CRM, so it never reports pipeline state on its own.
When to use it
Use it when you need: turn a call note into a structured crm activity and next steps
Expected inputs
- · Call or meeting notes (required)
- · Lead list or export (required)
- · Pipeline snapshot (required)
- · File upload (optional) — text/plain, text/markdown, text/csv, application/json, application/pdf, up to 8 MB
Expected outputs
- · CRM update: formatted text — Structured record from notes.
- · Lead summary: formatted text — Summarise and order a lead list.
- · Pipeline review: formatted text — Review a supplied pipeline snapshot.
What it can do
- · CRM update drafting
- · Lead summaries
- · Customer insights
- · Pipeline recommendations
Access and pricing
AccessFree trial
PricingCommercial plans coming soon
Sign-upNot required to try
Your work historyKept in this browser
Technical details
ExecutionInteractive
ProviderLovable AI Gateway
Modelgoogle/gemini-3.6-flash
Commercial priorityP1 · Highest commercial impact
Payment railNot connected
DeliveryGuest execution access
Use cases
Turn a call note into a structured CRM activity and next steps
Summarise a lead list and propose a working order