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AI CRM Assistant

Revolutionize your customer relationship management with AI. Automate client interactions and data analysis. Free to try.

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AI CRM Assistant

Create an AI CRM Assistant

Use Lindy’s AI CRM Assistant to automatically manage your customer interactions.

Once you connect Lindy to your preferred platforms, she can create, read, update, or delete accurate and relevant client data —** **making relationship management easy.

Need to send your CRM data to other apps? Connect Lindy to your choice of 3,000+ apps to automate your entire CRM workflow.

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How to Manage Your CRM with AI
1
Connect your CRM to Lindy in just a few clicks.
Connect Your CRM
Connect your CRM to Lindy in just a few clicks.
2
Tell Lindy how you want her to manage your CRM.
Onboard Lindy
Tell Lindy how you want her to manage your CRM.
3
Once ready, Lindy will start managing your CRM for you.
Take it Live
Once ready, Lindy will start managing your CRM for you.

Instantly manage your CRM

Try for free

From organizing your pipeline to full CRM management, just tell Lindy what you need, and she’ll take care of it for you.

From organizing your pipeline to full CRM management, just tell Lindy what you need, and she’ll take care of it for you.

Personalize your AI CRM Assistant

Try for free

Onboard your AI CRM Assistant with detailed instructions and access to your tools.

At any time, you can make changes to Lindy’s instructions and integrations from the settings panel. She’ll continuously learn, too, always improving based on your feedback.

Onboard your AI CRM Assistant with detailed instructions and access to your tools. 

At any time, you can make changes to Lindy’s instructions and integrations from the settings panel. She’ll continuously learn, too, always improving based on your feedback.

Watch AI work for you

Try for free

Automate the entire CRM management process by connecting Lindy to any of your other tools (3,000+ integrations available).

With triggers, she can be automatically “woken up” when an event occurs in your other tools. With actions, Lindy can complete specific tasks from your connected tools.

Create more Lindies and organize them in societies to collaborate and handle your most complex workflows.

Automate the entire CRM management process by connecting Lindy to any of your other tools (3,000+ integrations available). 

With triggers, she can be automatically “woken up” when an event occurs in your other tools. With actions, Lindy can complete specific tasks from your connected tools. 

Create more Lindies and organize them in societies to collaborate and handle your most complex workflows.
Frequently asked questions
What is an AI CRM Assistant?
An AI CRM Assistant can instantly manage your CRM, from logging contact interactions to creating comprehensive customer profiles. Using Lindy, you can create a custom CRM assistant that will streamline your customer relationship management quickly and efficiently.
How does the AI CRM Assistant work?
Simply tell Lindy what CRM tasks you need managed, and she’ll handle them for you. Over time, she’ll learn from your feedback to improve and provide more efficient management. You can also customize her instructions to match your exact needs.
Can I customize my AI CRM Assistant?
Yes, you can customize your AI CRM Assistant made with Lindy. Just provide detailed instructions during the setup process, or at any time in the settings panel.
How do I integrate my AI CRM Assistant with my existing tools?
Integrating your AI CRM Assistant with your existing tools is easy. Lindy supports over 3,000 integrations, allowing you to connect with your favorite apps. Just pick the tool you want to integrate with, enter your login details, and connect. Once connected, you can create custom triggers for Lindy to respond to, or have her complete tasks from within your other tools.
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More than an AI CRM Assistant

You can do much more than just manage CRM with Lindy. Lindy is a complete platform for building powerful AI assistants. Use our agent creator to make your own AI assistants that help with sales, customer support, HR, and more. Have your Lindies collaborate together, and integrate them with 3,000+ tools to handle your most complex workflows. All in just a few minutes, with no-code.

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