Contractor asks his CRM on WhatsApp
A contractor had a big HubSpot CRM that nobody had time to read.
Now he asks an AI agent in plain words, and it searches the CRM and sends back the report.
The problem
My CRM has years of deals. I never have time to dig through it.
- Years of deals sit in the CRM.
- Old deals go quiet and nobody notices.
- Duplicates pile up.
- A simple report means clicking through tabs.
What we built
- Ask in plain words. Last 24 hours stats: new contacts, companies and deals.
- Finds frozen deals. Deals with no action in a while, listed.
- Duplicate check. It samples contacts and finds shared phone numbers and duplicate company names.
- Checks the schedule. A heartbeat checks for tasks in the schedule.
- Where you chat. It can sit on WhatsApp, Telegram or Slack.
What it does every day
- Ask a question, get the CRM report.
- Frozen deals come back into view.
- Duplicates get flagged.
He asks on WhatsApp and the CRM answers.
Tools
- OpenClaw agent
- HubSpot