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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What happened, written down plainly.
crm-leads reads customer interactions from your CRM and writes each one up as a short summary. Read it through, then check it against the CRM interaction it was drawn from — the source is named on every note.
For salesEach note carries a mustard rule marking AI-generated text and a small-caps source line naming its CRM interaction.
Interaction summaries
Priya confirmed the annual renewal at the current seat count and asked for the security questionnaire before signature. She flagged that their IT review takes about two weeks and wants the completed questionnaire by Friday. No discount was requested; she asked whether onboarding hours can be carried over if the renewal lands late.
SourceCRM interaction #4417 — Northwind Logistics renewal call
Marcus reported that the dispatch and billing teams are live and the dispatch team starts next week. He asked for a short refresher session for two new coordinators and mentioned that the CSV import of legacy carriers needs a second pass. He is satisfied with the rollout pace so far.
SourceCRM interaction #4402 — Harborline Freight onboarding check-in
Dana questioned the per-location tier because three of their stores share a single back office. She asked for a written comparison of the per-location and flat-rate options before their March budget review. She did not rule out the current plan and asked to revisit after the comparison arrives.
SourceCRM interaction #4388 — Cedar & Pine Retail pricing objection call
Owen escalated a sync delay affecting field tablets during morning dispatch. The delay cleared after a manual resync, and he asked for a written note on what caused it. He wants the note before the next dispatch window and asked to be told if the issue recurs.
SourceCRM interaction #4371 — Atlas Field Services support escalation
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.
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