Delighting customers and streamlining processes with AI in SmartWe
Smart AI features right in SmartWe
Use artificial intelligence (AI) to simplify repetitive tasks, analyze information more quickly, and make your workflows more efficient. SmartWe combines CRM and artificial intelligence to support you throughout your daily work – from drafting text and the structured processing of information to implementing customized requirements.
To this end, AI connect, AI text & AI categorization and AI coding provide you with powerful features right within SmartWe that integrate AI specifically into your daily processes.
This will free up more time for what really matters: personal interactions with customers, prospects, and business partners.
AI connect – just better communication
With AI connect, you can complete many communication tasks faster and more easily in SmartWe. Whether you're drafting e-mails, summarizing content, translating texts, or setting the right tone: AI connect uses external AI chatbots such as ChatGPT, Mistral, and many others to help you achieve high-quality results with less effort.
Responses to inquiries are generated more quickly, content can be clearly structured, and even complex information remains easy to understand at all times. That way, you can keep your mind clear for what really matters: meaningful conversations and strong customer relationships.
Use case: After a meeting with a client, you want to respond quickly. AI connect helps you create a structured summary or a suitable follow-up e-mail based on your meeting notes. This saves time and makes everyday routine tasks easier.
AI text and AI categorization – process requests faster
With AI-generated text and AI categorization, incoming inquiries are immediately processed in the CRM and reused in a structured manner. The messages can be reviewed for content, categorized appropriately, and assigned to the relevant department, while an automatically generated acknowledgment of receipt is created and sent at the same time.
Your CRM is always up to date and well organized: Information is processed more quickly and assigned to the appropriate topics and processes. In combination with Business Process Automation, this results in clear workflows that noticeably simplify your daily work.
Use case: A new customer inquiry comes in. AI text uses this information to generate an initial response, while AI categorization automatically assigns the query to the appropriate topic. Without any manual intervention, Business Process Automation then triggers the next steps in the process.
AI coding – bring your own ideas to life without any programming skills
With AI coding, you can implement custom requirements directly in the CRM; quickly, flexibly, and without complex development processes. That's how an idea is turned into custom features that fit your workflows perfectly.
This makes your CRM even more adaptable and expands its capabilities exactly where standard features are no longer sufficient. New requirements can be entered easily into the system in plain language and put to use immediately in day-to-day operations.
Use case: A sales team would like to automatically receive a customized discount quote for certain offers. With AI coding, this logic is implemented directly in the CRM: Depending on the customer, product, and circumstances, appropriate quotes are calculated and provided directly as part of the quotation process.
AI-based Picasso search
In the spirit of the famous quote by Pablo Picasso "I do not search, I find", all relevant information is available to you even faster. Based on your individual usage, the AI-based Picasso search clearly orders your documents, appointments and contacts.
Safe use of AI in your CRM
- Hosting in Germany: Secure data processing in accordance with European data protection and security standards.
- Confidential company data: No disclosure of company data to external AI providers.
- Transparent use of AI: Full control over the use of AI, as well as the processing of data and processes.
- GDPR-compliant system architecture: Secure and legally compliant processing of sensitive corporate data.