Developed CRM system with AI and automation

• Day: 2024-10-06
• Time: 14:40 to 16:40
• Project: CRM
• Workspace: WP 1: Strategic / Growth & Development
• Status: In Progress
• Priority: MEDIUM
• Assignee: Matías Nehuen Iglesias
• Tags: CRM, AI, Automation, Task Management, Relationship Management

Description

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.

Evidence

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