Duplicate contacts
Two cards, one person.
The assistant reads contacts for overlapping details and surfaces likely duplicates side by side, with the fields that matched marked for review.
crm-leads
by
Marketing 8080AI
Marketing 8080AIWe’re a growing B2B SaaS company looking to build an AI assistant that helps our sales and operations teams spend less time on repetitive CRM tasks. We manage a growing number of leads and customer records, and keeping everything organized is becoming increasingly time-consuming. We’d like to automate tasks such as identifying duplicate contacts, categorizing incoming leads, summarizing customer interactions, and updating CRM records. What we need: -Build an AI assistant using Python and LLM APIs. -Implement duplicate detection and basic customer data validation. -Automate lead categorization and customer interaction summaries. -Connect the assistant to our existing CRM through REST APIs. -Use FastAPI and PostgreSQL for the backend and data processing. -Deploy the solution to AWS.
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crm-leads.
AI assistant for sales & ops
Your CRM,read carefully.
crm-leads is an AI assistant for sales and operations teams. It reads the contacts, leads, and interactions in your existing CRM, then identifies duplicate contacts, categorizes incoming leads, summarizes customer interactions, and updates CRM records — so your team spends less time on repetitive upkeep and more on the work that needs a person.
What the assistant handles
Four repetitive chores, read and written down.
crm-leads works through the upkeep that slows sales and operations teams down. Each result is shown plainly, with its source in view, so you always know what was read and what was written.
Lead categorization
Every incoming lead finds its tray.
Incoming leads are categorized as they arrive, so each one sits with the group it belongs to and carries a marker showing the assistant made the call.
Interaction summaries
A conversation, folded into a note.
Customer interactions are summarized into plain, readable notes with the customer, the date and the interaction type kept beside them, each naming the source it was drawn from.
CRM record updates
Before, after, and a check.
Accepted changes are written back to your existing CRM through its REST APIs, with the previous and updated values shown together so a person can confirm what changed.
Members
Bring the repetitive work to crm-leads.
crm-leads is for the company’s sales and operations teams — a colleague that reads the CRM carefully and writes things down plainly.
crm-leads.
AI assistant for sales & ops
Your CRM,read carefully.
crm-leads is an AI assistant for sales and operations teams. It reads the contacts, leads, and interactions in your existing CRM, then identifies duplicate contacts, categorizes incoming leads, summarizes customer interactions, and updates CRM records — so your team spends less time on repetitive upkeep and more on the work that needs a person.
What the assistant handles
Four repetitive chores, read and written down.
crm-leads works through the upkeep that slows sales and operations teams down. Each result is shown plainly, with its source in view, so you always know what was read and what was written.
Duplicate contacts
Two cards, one person.
The assistant reads contacts for overlapping details and surfaces likely duplicates side by side, with the fields that matched marked for review.
Lead categorization
Every incoming lead finds its tray.
Incoming leads are categorized as they arrive, so each one sits with the group it belongs to and carries a marker showing the assistant made the call.
Interaction summaries
A conversation, folded into a note.
Customer interactions are summarized into plain, readable notes with the customer, the date and the interaction type kept beside them, each naming the source it was drawn from.
CRM record updates
Before, after, and a check.
Accepted changes are written back to your existing CRM through its REST APIs, with the previous and updated values shown together so a person can confirm what changed.
Members
Bring the repetitive work to crm-leads.
crm-leads is for the company’s sales and operations teams — a colleague that reads the CRM carefully and writes things down plainly.
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