Using Slack ?
CRM Review
Monia gathers information to update your opportunities by discussing with you on Microsoft Teams / Slack
Data update
Monia takes care of updating the information in your CRM
Marking an opportunity as won or lost
Scheduling or editing an activity
Adding or editing a note
Marking an activity as done
Changing an opportunity stage
Changing the owner of an opportunity
Customizable settings
Frequencies and durations of CRM Reviews with Monia
Deals to include/exclude from the CRM Review
Order of presentation of deals during the CRM Review
Actions that can be performed by Monia in the CRM
Fields/data that can be modified by Monia in the CRM
Appearance of the bot