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AI CRM Assistant

Revolutionize your customer relationship management with AI. Automate client interactions and data analysis. Free to try.

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AI CRM Assistant

Use AI for CRM Assistant

Use Lindy's AI CRM Assistant to handle your customer interactions automatically.

Once Lindy is integrated with your selected platforms, she can easily create, access, update, or remove precise and pertinent client information, simplifying relationship management.

Want to sync your CRM data with other applications? Link Lindy to a wide range of apps to revamp your entire CRM game.

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How to Manage Your CRM with AI
1
Link your CRM to Lindy with minimal effort.
Connect Your CRM
Link your CRM to Lindy with minimal effort.
2
Direct Lindy on how to manage your CRM effectively.
Onboard Lindy
Direct Lindy on how to manage your CRM effectively.
3
As soon it's ready, Lindy will start managing your CRM for you.
Take it Live
As soon it's ready, Lindy will start managing your CRM for you.

Manage your CRM instantly

Try for free

From organizing your pipeline to full-on data entry, just let Lindy know what you need, and she’ll take the reins..

From organizing your pipeline to full-on data entry, just let Lindy know what you need, and she’ll take the reins..

Have a AI CRM Assistant

Try for free

Onboard your AI CRM Assistant with detailed instructions and tool access.

You can adjust the settings anytime via the control panel, and Lindy will keep learning based on the feedback you provide.

Onboard your AI CRM Assistant with detailed instructions and tool access. 

You can adjust the settings anytime via the control panel, and Lindy will keep learning based on the feedback you provide.

Get a High-End AI CRM Assistant

Try for free

Turbocharge your CRM with Lindy by connecting her to your entire tech stack (thousands of integrations available).

Lindy is instantly activated by events across your tools, automating CRM tasks within those platforms.

Build a team of Lindy CRM experts and organize them into specialized groups to manage complex sales pipelines.

Turbocharge your CRM with Lindy by connecting her to your entire tech stack (thousands of integrations available).

Lindy is instantly activated by events across your tools, automating CRM tasks within those platforms.

Build a team of Lindy CRM experts and organize them into specialized groups to manage complex sales pipelines.
Frequently asked questions
What is an AI CRM Assistant?
An AI CRM Assistant can proficiently manage your customer relationship management, from tracking interactions to full-on data entry. Lindy allows you to configure a tailored CRM assistant that simplifies your customer management tasks.
How does the AI CRM Assistant work?
Specify the CRM tasks you want managed, and Lindy will take care of them. As she gathers your feedback, she’ll enhance her management skills and you can also customize her instructions to meet your exact specifications.
Can I customize my AI CRM Assistant?
Absolutely, you can tailor your AI CRM Assistant with Lindy. Provide the necessary instructions during setup or adjust them anytime via the settings panel.
How do I integrate my AI CRM Assistant with my existing tools?
Integrating your AI CRM Assistant with your existing systems is simple. Lindy supports a variety of integrations, allowing you to connect with your preferred apps effortlessly. Pick the tool you want to integrate with, enter your login details, and establish the connection. You can then set up custom triggers for Lindy or let her manage tasks through your other tools.
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More than an AI CRM Assistant

More than just managing CRM, Lindy is a robust platform for creating advanced AI helpers. Utilize our agent creator to build helpers for sales, support, HR, and beyond. Have your Lindies collaborate and integrate with a multitude of tools to handle complex workflows effortlessly—all in a few minutes, with no coding.

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