Sales automation modules

Handle leads even without a computer — with this module you can perform a number of actions required to successfully handle new queries from within Slack.

Are your salespeople not filling in data in CRM or taking leads with a delay? Deploy our Pipedrive+Slack module! Thanks to it, any query that appears in your CRM will be automatically sent to the channel of your choice on Slack. This is when the real potential of our sales department automation begins. A new lead is automatically assigned to the selected salesperson, and then each person on the team can delete, reject, send it to another department or rewrite it to another salesperson. All changes made from Slack will also be automatically mapped to CRM. Traders do not even need to log in to it to serve a potential client, which significantly speeds up their work.

The Pipedrive+Slack module is an almost complete integration of the phone with CRM, this is crucial for salespeople who do not have constant access to a computer (e.g. when working in the field). Mobile versions of CRMs are often unintuitive, and thanks to the integration with Slack, all key actions can be performed with simple commands or with buttons in the messenger. All this ensures that our CRM automation is the ideal solution for modern sales teams.

Traders contact potential customers by phone, which makes it difficult for you to assess the effects of their actions?

With the module of recording telephone calls, you gain full control over communication in your sales department. All incoming and outgoing calls are automatically monitored using a VoIP PBX (we use Zadarma in our modules), which allows you to have a full view of what is happening in your company and sales processes. The system records not only phone calls, but also SMS. Each recorded conversation and contact history is automatically saved in the database and sent to the CRM system.

Such a combination of CRM with VoIP gives you a complete picture of the activities of your sales team: you know what the calls are about, how salespeople are doing, whether they answer all calls from customers and how quickly they call back. It is a tool that not only increases the transparency of processes, but also allows you to react to problems before they become a loss of sales opportunities.

In addition, thanks to the use of AI technology, it is possible to partially automate the tasks of the trader. The sales department will receive a transcript of each telephone conversation made, on the basis of which you can easily prepare a summary for the client. This also improves the internal analysis of conversations - to check the effectiveness of sales you do not have to listen to the recordings every time, just review their transcript.

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For Pipedrive+Slack owners

Thanks to the Pipedrive + Slack module, it will be possible to automatically inform sellers about situations when the sales automation system, when assigning a call, does not find an open lead under a given phone number. In this situation, the salesperson will receive a private message on Slack with the ability to assign the call and transcribe it to an existing lead or create a new contact — for example, when a prospect calls for the first time. In addition, this module allows you to send automatic notifications when one of the traders does not answer the phone. Integration of the phone with CRM means that no query will remain unanswered. Also, when the salesperson taking care of the customer is on vacation, the rest of the team sees the missed call and can contact them at any time.

Your salespeople do not prepare notes after meetings, and you find it difficult to determine at what stage of conversations with the client they are currently at? Or do clients not receive summaries after videoconferences, which is why they come back with questions about issues that have long been fixed?

With our Video Conference Recording module, these problems will no longer exist. Thanks to the integration with Fireflies, every online meeting is automatically recorded, transcribed and saved in CRM. The system recognizes who and what said, so you get a full, clear transcript of the conversation assigned to a specific lead. What's more, Fireflies prepares automatic conversation summaries — short, clear and organized, so you no longer have to browse long records from calli. Such automation of the tasks of the salesperson allows the sales team to focus on the conversation, instead of taking notes.

On this basis, we can also implement bidding automation, which generates matched offers based on meeting arrangements. Contact us for an individual quote and see how much you can gain from sales automation!

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For Pipedrive+Slack owners

If you also use our CRM and Slack integration, all call summaries will be automatically sent not only to CRM, but also directly in the thread to a given lead. If the system does not find a suitable contact, the summary will go to the seller, who will be able to assign it to an existing lead or create a new one.

For owners of Generative AI module on sale

The connection to the Generative AI module allows you to automatically create meeting summaries in PDF format. After the end of the conversation, the trader in a few seconds will generate a ready-made file that can be immediately sent to the client. This makes communication transparent and professional, customers always receive written arrangements, and salespeople can fully focus on the conversation — not on taking notes. In addition, such summaries can be edited in a few moments before sending to, for example, highlight an important aspect for the company or remove a less productive part of the conversation.

Do your salespeople manually prepare summary files for clients? Or maybe after each meeting they need to remember to create a new task in CRM? Implement CRM automation that will do it for them!

Thanks to the combination of CRM with AI, you will get the automation of the sales department, which will realistically speed up the processes in your company. The system analyzes the transcripts of telephone calls and videoconferences, after which it generates ready-made summaries in PDF format, which can be sent to the client with one click. It is enough for the salesperson, after the end of the conversation, to click on the “generate summary” button, review the generated text, possibly add key details and approve the shipment. This automation allows the salesperson to focus during the conversation on building a relationship with the customer.

That's not all. The AI generative module also analyzes the content of the conversation to automatically create sales reports and to-do lists. This combination of CRM with VoIP means that depending on what your company does, you can generate different types of documents. Contact us and find out how we can adapt this technology to your sales processes.

You can also export all chat, email and SMS material to a ZIP file with a single click and upload to LLM models (e.g. ChatGPT) for a quick knowledge base of customer arrangements. Thanks to this, you will speed up the preparation of offers, the analysis of sentiment and the creation of psychological profiles of customers and better match the communication and your offer.

In addition, if during the conversation a commitment is made in the style of “I will send an offer by Monday”, the sales automation system itself will create in CRM the task “Send an offer” with the correct execution date. Such automation of customer service eliminates the risk of oversights and significantly improves the daily work of traders.

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You never know what stage your sales processes are at, and salespeople constantly forget to follow up customers, so you lose sales opportunities? With the Auto reporting and notifications module, you no longer have to check what's happening with leads or urge your team — sales reporting automation itself keeps an eye on CRM activity and notifies you of any delays.

In this module, Sales Daily on Slack starts every day at the time you choose, which analyzes the statuses of sales opportunities in CRM and sends to the sales channel a list of outstanding leads and activities along with the assigned salespeople. Thanks to the integration of CRM and Slack, each salesperson is automatically tagged in the thread with their lead and can react instantly — without searching the CRM. In addition, you can call the “Deal problem” command at any time to get an up-to-date table of all pending actions.

Such automation of sales CRM means that you do not have to manually monitor the team - the system itself informs if something needs a reaction. The team needs status meetings less often, because every trader receives a full backlog report every day, which speeds up follow-ups and improves customer service.

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For Call Logging +AI holders

The customer service automation system sends a notification when the merchant does not answer the phone. With CRM integration with VoIP, no query goes unanswered — other team members see the missed call and can handle it. If no one calls back until Sales Daily is generated, information about this will also appear in the daily report.

For owners of the Mailing Automation module

If you purchase this module, the unanswered email will also appear in Sales Daily as an overdue activity. Traders can call up a list of pending messages at any time with a command in Slack. Messages that are not related to sales or should not be monitored for another reason, can be marked as irrelevant by the trader, thanks to this they did not appear in the backlog reports.

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Do you feel that sales processes are getting out of control because you don't have insight into email communication with leads? And when a salesperson goes on vacation or leaves the company, chaos occurs in the team and no one knows which sales opportunities were processed? The solution is the Mailing Automation module, which automatically saves all correspondence with leads in CRM, ensuring full transparency and security of communication.

Many popular CRM for marketers offer the Smart BCC feature, where after adding a hidden recipient, the message goes to the CRM. Unfortunately, this requires the connection of a private mailbox, which carries the risk of leakage of confidential data. Our module works differently — each salesperson receives a dedicated email address for communication with customers, so only sales-related messages go to CRM. This solution can also allow you to optimize costs — to use Smart BCC in most CRMs, each trader must have a separate account. In our module, one account is enough, which will download an unlimited number of emails. In addition, thanks to the combination of CRM and AI, the system supports the team in their daily work, generating prompts and suggestions for the content of emails.

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For Pipedrive+Slack owners 

All incoming and outgoing emails automatically appear in Slack in the thread assigned to the corresponding lead. If the message has not been assigned, the merchant receives a private notification and can create a new lead from Slack or assign a message to an existing contact.

For Auto Reporting and Notifications 

With the purchase of this automation, you get additional support - if the merchant does not respond to the message, the system will take this into account in the Sales Daily report and mark the person responsible. Such automation of sales reporting ensures that no lead is left unanswered.