Turn Sales Conversations into CRM Updates and Next Steps
CRM AI combines AI Sales Assistant, automatic record updates, and meeting insights in GREENstick Business App.
What’s New
The general release of CRM AI brings automatic contact and company updates plus meeting recording and analysis capabilities to eligible business accounts.
Why It Matters
Sales teams can spend less time transcribing notes and more time acting on the customer’s needs with a clearer record of the discussion.
What’s Included
- AI Sales Assistant and automatic contact and company updates.
- Conversational questions about CRM information.
- Supported meeting recording, summaries, and action items.
- Sales coaching and conversation scoring in the appropriate edition.
- Custom-object support in the paid CRM AI editions.
Good to Know
AI Sales Assistant and automatic updates are included in CRM AI Standard, while meeting recording and conversation intelligence are included in CRM AI Pro. This consolidates the earlier launch preview and limited meeting-analysis program rather than treating them as separate current features.
Availability
Available Now
Affected Customers
Businesses with the relevant CRM AI edition enabled.
Action Required
Configure AI Sales Assistant and, where included, meeting recording and analysis.
Explore This Update in GREENstick Business App
Sign in to review the tools available on your account, or ask GREENstick for help with setup and next steps.