CRM Guide

The DOLU.ai CRM system helps you manage all customer relationships in one place.

Overview

The CRM includes:

• Contacts: Customer database with full profiles
• Deals: Sales pipeline with Kanban board
• Tasks: Team task management
• Notes: Customer interaction notes
• Analytics: Sales and performance metrics

Getting Started with CRM

1. Import Your Contacts

If you have existing customer data:

1. Go to Contacts > Import
2. Upload your CSV file
3. Map columns to DOLU.ai fields
4. Review and import

2. Set Up Your Pipeline

Customize your sales pipeline:

1. Go to Settings > Pipelines
2. Edit default stages or create new ones
3. Define stage names and order

3. Create Your First Deal

1. Go to Deals
2. Click New Deal
3. Link to a contact
4. Set the value and stage

CRM Workflow

A typical CRM workflow in DOLU.ai:

1. Lead Capture: New contact arrives via channel message or form
2. Qualification: AI or agent qualifies the lead
3. Deal Creation: Create a deal for qualified leads
4. Nurturing: Send follow-up messages and content
5. Proposal: Send a proposal
6. Closing: Negotiate and close the deal
7. After-Sales: Continue relationship management

Integration with AI

The CRM is deeply integrated with the AI system:

• AI automatically creates contacts from new conversations
• Lead scoring is updated based on AI interactions
• AI uses CRM data to personalize responses
• Deal stage changes can trigger automated messages

Reports

Access CRM reports from the Analytics section:

• Contact growth trends
• Pipeline value over time
• Win/loss analysis
• Team performance metrics
• Revenue forecasts