📅 2024-10-06 — Session: Developed CRM system with AI and automation
🕒 14:40–16:40
🏷️ Labels: CRM, AI, Automation, Task Management, Relationship Management
📂 Project: CRM
⭐ Priority: MEDIUM
Session Goal
The session aimed to outline and develop a CRM system that automates and enhances relationship management, integrating AI and smart monitoring features.
Key Activities
- Identified core user needs and features for the CRM system, focusing on automation and relationship management.
- Developed strategies for smart monitor integration, including automated email parsing and task management.
- Planned the next steps for CRM development, such as finalizing relational table designs, prototyping AI modules, optimizing data parsing, designing the user interface, and integrating task management.
- Outlined a step-by-step plan to convert an Excel sheet of categorized contacts into a functional CRM system, including automation for reminders, AI insights, and goal-based analysis.
Achievements
- Established a comprehensive framework for CRM system development, integrating AI and automation features.
- Defined a clear execution plan with specific steps for CRM and smart monitor system development.
Pending Tasks
- Finalize relational table designs and prototype AI modules.
- Optimize data parsing and design the user interface.
- Integrate task management and implement feedback mechanisms.