CRM data is pulled automatically, consolidated in a dedicated database and analyzed with AI. The owner opens a report and understands what their customers are asking for and where service is falling short, without having to go into the CRM and review conversation by conversation.
SCHEDULER Triggers the process automatically, without anyone having to remember to run it.
QUERY CRM Asks the CRM for the period's information: conversations, stages and movements of each opportunity.
NORMALIZE Sorts the data that arrives in different formats so it can be compared.
DATABASE Saves everything in a dedicated database. From here on, the information no longer lives only inside the CRM.
AI ANALYSIS The AI reviews the whole set and looks for patterns: what customers are asking for and where service is falling short.
ANY FINDINGS? If the analysis found something that deserves attention, the flow continues. If not, it closes the cycle and waits for the next run.
GENERATE REPORT Builds a readable report, designed to be read by the business owner and not by an analyst.
DELIVERY Leaves the report where the team already works, without asking anyone to go into another platform.