Configure your CRM preferences and AI settings
Automatically score leads based on behavior and data
Receive daily AI-powered recommendations
Automatically send follow-up emails
Predict deal outcomes and revenue
Automatically create tasks based on activity
Receive updates via email
Get real-time alerts
Notify when new leads are assigned
Alert on deal stage changes
Weekly AI performance reports
Full system access and settings
Manage team and view all data
Manage own leads and deals
Read-only access to reports
Email integration
Lead generation
Team notifications
Meeting scheduling
Active AI Features: Lead Scoring, Forecasting, Task Generation
Data Privacy: All AI processing done securely on-premise
Performance: AI models updated weekly for optimal accuracy