AI Apps Worth Knowing

1. 1
   Module 1 · Capsule CRM · Beginner · ~18 min

   Never Lose a Client Follow-up using Capsule CRM

   A business case for a small firm: price what dropped follow-ups cost, then use Capsule CRM to give every enquiry an owner and a next step: add a client, check the pipeline stages, add a deal with a value and close date, set a follow-up task, and read a forecast you can trust.

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2. 2
   Module 2 · Foxit · Beginner · ~10 min

   Review a Client Contract in 10 Minutes using Foxit AI

   Skimmed contracts hide auto-renewals, late fees and liability caps. Upload one to Foxit Workspace, get a plain-English summary and every renewal and exit date, check them against the PDF, and hand your boss a one-page watch list.

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3. 3
   Module 3 · SocialBee · Beginner · ~12 min

   Plan a Week of Social Posts in One Sitting using SocialBee

   Stop posting in bursts. Let SocialBee’s AI Copilot plan a week of posts for a small firm, sort them into content categories and lay them out on the calendar, with every post held as a draft until you read it.

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4. 4
   Module 4 · Manychat · Beginner · ~18 min

   Turn Instagram Comments into Booked Consultations using Manychat

   Price what unanswered Instagram comments cost a small firm, then build a Manychat automation: someone comments GUIDE, gets a direct message with a booking button and a checklist button, and is tagged so you can follow up. Preview it, and leave it as a draft that is switched off.

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5. 5
   Module 5 · no2bounce · Beginner · ~8 min

   Protect Your Sender Reputation Before a Big Send using no2bounce

   A business case: a 9% bounce rate puts your email account and inbox placement at risk. Use no2bounce to check a contact list, read what it finds, and send only to addresses that are safe.

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6. 6
   Module 6 · Runable · Beginner · ~16 min

   Turn a Messy Client Brief into a Finished Proposal Deck using Runable

   A business case for a small agency: price what a slow proposal costs, then use Runable, an AI agent, to turn a messy client email into a finished six-slide proposal deck on the free plan. Check your credits, paste the brief, answer its questions, pick a template, review the numbers and fix the blanks by asking.

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7. 7
   Module 7 · Airia · Beginner · ~8 min

   Onboard New Clients Without the Back-and-Forth using Airia

   New clients ask the same questions every week. Build a no-code onboarding assistant in Airia, test it with a risky question, then share it with your team.

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8. 8
   Module 8 · Jotform · Intermediate · ~6 min

   Get Every New Client's Details in One Place using Jotform AI

   Describe a client intake form to Jotform AI, fix it with Form Copilot, add a show/hide rule in plain words, and copy the link to send to new clients.

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9. 9
   Module 9 · CoHear · Intermediate · ~8 min

   CoHear: turn a team training session into notes, action items and a handout

   Record a team training session on your iPhone with CoHear, check the AI notes and action items against the transcript, make a one-page handout and share it behind a password.

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10. 10
    Module 10 · OLVA · Intermediate · ~9 min

    OLVA: a private AI assistant on your client calls

    Give OLVA your client notes, get private answers and fact checks during a Zoom call, then turn the meeting into minutes, a follow-up email and a PowerPoint deck.

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