DigitalBurj Business AI
CRM Automation
CRM automation keeps your CRM up to date without anyone typing: leads come in from every channel, get an owner, get a follow-up date, and show up in reports. The main win is simple. Fewer enquiries get forgotten.
From enquiry to first contact
- 01Form or message arrives
- 02Matched to existing contact
- 03Source recorded
- 04Owner assigned
- 05Reminder set
- 06Alert if overdue
Where AI fits
Rules do most of the work. AI helps when information arrives as free text: summarising a long email thread, or picking out budget and timing from a message. It suggests. It doesn't overwrite records or contact customers on its own.
Questions
Which CRMs?
Any with a documented API. Some features depend on your subscription plan, so we check that early.
Will it fix our messy data?
It stops new mess at the point of entry. Old data usually needs a one-off clean-up, which we quote separately.