Let an AI agent read new client emails and call notes, match each one to the right deal, propose the new stage, amount, close date and next step, and log the activity, with your approval before anything changes. Built in a real SPIRITT workspace on a made-up CRM.
This lesson needs JavaScript. You can read every step here: SPIRITT: Stop Hand-Updating the CRM After Every Call: the step-by-step guide, or browse all free AI automation tutorials.