AI & CRM: Transforming How You Connect & Sell
Harness the future of CRM with AI built to anticipate and adapt with your every move. Our intelligent features transform how you understand customers by taking a step beyond the ordinary software experience, and creating a hub where productivity scales effortlessly.
Access Evo
Access Evo delivers unparalleled AI-driven CRM brilliance and support by embedding guidance directly into your CRM. With Copilot answering all your CRM data queries and Feed filtering notifications down to what really matters, your daily workflow transforms into a fluid and intuitive process.
It’s about creating an environment where productivity flows naturally and decisions are more inspired.
AI Sentiment Analysis
AI Sentiment Analysis scans your email conversations to detect both tone and urgency, helping you follow up with the right approach. By reading between the lines of every email thread, this tool spots friction early so your team can connect better with customers to keep rapport strong.
Emails at a Glance
With AI and CRM, every email thread is automatically summarised into a short, clear headline so you can understand the core message without needing to open it.
Sentiment Analysis makes inbox management more efficient, especially for busy teams handling hundreds of conversations each day. It’s a small change that saves time and helps you spot the emails that need your attention right away.
Understand the Mood
Each thread is tagged with a sentiment icon (happy, neutral, or sad) based on the tone and language of the message. This gives your team immediate emotional context so they can respond in a way that’s thoughtful and well-judged.
Whether it’s a sign of frustration that needs urgent care or a positive tone you want to reinforce, your team will be better equipped to build more emphatic customer relationships.
Focus on Urgency
An urgency score (high, medium, or low) is applied to every email to help your team prioritise follow-ups with confidence.
Instead of working through emails in the order they arrive, you can respond to what’s most time-sensitive first. That means faster reactions to at-risk customers and fewer missed opportunities due to better use of your team’s time where it counts the most.
Flexible Tier Options
Sentiment Analysis offers flexible tier options to match the volume of customer conversations you regularly handle.
- Start with the Free Tier to explore the basics and get a feel for the insights without any commitment.
- Step up to the Basic Tier for more consistent visibility across your inbox, ideal for smaller teams managing moderate email volumes.
- The Pro Tier is built for high-volume teams who rely on fast response times and full visibility into every customer thread.
Each tier includes a monthly quota of analysed emails, with clear limits and upgrade paths.
AI Email Generator
Elevate your communication with AI-generated emails that blend clarity and nuance when refining sentences and crafting a complete message. This intelligent AI-driven CRM assistant empowers you to articulate your thoughts effortlessly to enable deeper connections while accelerating sales conversations.
Frequently Asked Questions
What is AI in Prospect CRM?
AI in Prospect CRM leverages advanced machine learning to assist with email drafting, sentiment analysis, and intelligent data insights. It streamlines communication while helping you create better messages faster and transforming routine tasks into effortless productivity gains.
Are AI features included in my Prospect CRM subscription?
Basic AI capabilities, such as limited Sentiment Analysis and Email Generation, are included in most Prospect CRM plans. For advanced usage or higher volume needs, such as the Pro tier of Sentiment Analysis or expanded Email Generation credits, optional paid upgrades are available to suit your team’s scale.
How does billing work for AI usage in Prospect CRM?
AI features operate on a shared Workspace quota system, where every AI-driven CRM action counts towards a monthly credit limit tied to your plan. Usage is monitored transparently, and you can upgrade your quota if you require more capacity without disrupting your workflow.
Can I try AI features before committing to a subscription?
Yes! Prospect CRM offers a 14-day free trial with access to core AI functions so you can experience the benefits firsthand.
AI & CRM Blogs & Resources
AI Sentiment Analysis Help Doc
AI Email Generation Help Doc