Just ask it: the built-in assistant that adds enquiries and drafts quotes
Type what you want in ordinary words: look up a customer, change a phone number, add an enquiry or start a quote.
Menus are fine until you're in a hurry. Then you just want to say what you want done.
Talk to it like a person
TradeCRM has a built-in assistant. Type in ordinary words and it gets on with it:
- Look up a customer or lead.
- Add a new enquiry you took by phone.
- Change a phone number or detail.
- Draft a reply to a customer.
- Add, list and tick off to-dos.
It can start a quote, but never send one
Ask it to quote Bob for a new boiler and it asks for what it needs: what's included, the prices, whether to add VAT. Then it saves a draft for you to check. By design, the assistant can never send a quote. That's always your decision.
No new skills to learn
If you can write a text message, you can use it. That's the whole idea.
In real life
“Can you change Joe Bloggs' phone number to 07700 900123?” Done. Or “Quote Bob for a new boiler”: it asks for the price and whether you charge VAT, and the draft is waiting for you.
The short version
- Ask in plain words instead of hunting through menus.
- It can look up, add, change, draft and manage to-dos.
- It saves quote drafts but can never send them.
Get things done by just asking
Try the assistant free for 14 days.