A customer's records hold more than anyone has time to read: payments, tasks, notes, surveys, the last time somebody spoke to them. AI insight reads them and writes a short review of where the customer stands, with advice you can act on. Press AI insight on a Customer's company card: at the top of its Finance tab, part of the free CRM, and, with the Finance and Customer Care bolt-on, in the Care tab's Customer Care box beside Dashboard.
From the Finance tab, the money
- The money as a whole, then area by area: payments, income, price and billing, and margin where you record costs.
- Going well, and Advice: up to three things to do.
From the Care tab, the relationship
- The customer as a whole: good, worth watching or at risk, and The main job now.
- Area by area: the relationship, satisfaction, engagement, the renewal and what they might also need, then Going well.
- What their customer success manager should do: up to five steps, under This week, This month, Before the renewal and Keep doing.
In both
- Every step says why, with the dates and the words from your records it rests on, and has one button that takes you there. Make a task opens New task already filled in.
- What the CRM does not know yet closes the review, so you can see what is missing.
- Ask again writes a new review. A review takes 8 to 15 seconds and is paid from your AI credits.
- It is written when you press the button, for you to read, and is not kept.