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Neexa AI Autonomous CRM

· 4 min read
Taqia
Taqia
Full Stack Engineer @ Neexa AI

The Autonomous CRM feature in Neexa AI is designed to help you effectively manage follow-up conversations with your customers. It allows you to automate and track reminders, reschedule follow-ups, and keep your client interactions on track with minimal effort. This feature ensures that no lead falls through the cracks and helps streamline your sales process.

What the Autonomous CRM Does​

The Autonomous CRM acts as a central hub for managing follow-up conversations. It provides a clear overview of all follow-ups and allows you to take action on them with ease. Here’s what you can do with the CRM:

1. View and Update Follow-up Information​

The CRM displays all follow-up conversations and provides you with the option to manage them:

  • View Updates: See the latest updates on your follow-up conversations, ensuring you're always in the loop.
  • Reschedule or Update: You can change the schedule of a follow-up conversation by either rescheduling it or updating reminders both to yourself and the client. This ensures your interactions remain timely and aligned with your goals.
  • Edit Reminder Messages: You have the flexibility to edit the reminder messages sent to the client. Customizing these messages helps ensure the communication stays relevant and effective.

2. View Follow-up Conversations​

In the CRM, you can view the detailed conversations linked to each follow-up. You can check the interaction history and see where the conversation left off, making it easier to pick up right where the last discussion ended.

3. Delete Follow-ups​

If a follow-up conversation is no longer relevant, you can delete it directly from the CRM. This helps you keep the list of follow-ups clean and focused on the active conversations.

What to Expect from the Autonomous CRM​

Once you access the Autonomous CRM, you will be able to:

  • Monitor Follow-ups: Get an overview of all upcoming and past follow-up conversations.
  • Update Reminders: Modify reminder schedules and messages to ensure you're alerted at the right time, and your customers receive the right communication.
  • Reschedule Conversations: If needed, you can reschedule follow-ups to different times or dates, keeping the follow-up process flexible and adaptive to changes.
  • Track Interaction History: Review past conversations and track where each customer is in the sales or inquiry process.

How to Use the Autonomous CRM Effectively​

Managing Follow-up Conversations​

To manage a follow-up:

  1. View the Follow-up: Click on the specific follow-up conversation to view details.
  2. Edit the Follow-up: You can update the schedule, edit reminder messages, or reschedule the follow-up based on customer needs and priorities.
  3. Track the Conversation: Monitor the progress of the conversation by reviewing the interaction history. This helps ensure that all important points are covered when you reconnect with the customer.
  4. Delete Unnecessary Follow-ups: If a follow-up is no longer required, you can remove it from the CRM to maintain an organized system.

Pro Tip:​

Take advantage of the CRM's ability to customize reminder messages and reschedule follow-ups. This ensures that your communications with customers are always timely, relevant, and aligned with their expectations.

Summary​

The Autonomous CRM feature in Neexa AI simplifies follow-up management by allowing you to track, reschedule, and update reminders with ease. It keeps your conversations on track and ensures that you never miss a crucial follow-up. By offering flexibility in scheduling and customizing messages, the Autonomous CRM empowers you to stay organized and improve your sales and customer engagement processes.

For a more streamlined customer experience, use the Autonomous CRM to manage follow-ups and enhance your ability to convert leads into loyal customers.