Connect AI to your enquiry handling and CRM workflows

Does your team copy information from emails into a CRM, chase missing details or spend too long deciding who should handle an enquiry? Generativ can help assess and connect those steps into an AI-assisted workflow.

A potential workflow could

• Capture and summarise incoming enquiries.

• Suggest categorisation, identify missing information and route tasks to the right person.

• Prepare CRM updates and draft follow-ups for review.

We start by checking the actual process, permissions and integration options. The scope includes deciding which actions need human approval and how exceptions should be handled. Success measures might include response time, repeated data entry and completeness of enquiry records.

For early budget planning, explore our AI integration cost calculator. Estimates are indicative; scope and compatibility are confirmed separately.

Message Joe McKay with your CRM, email platform and the point where enquiries get delayed. We can discuss a focused first workflow.