This feature is available on an Enterprise (Automation) plan.
What is it?
Tango's AI CRM Admin is a browser-based AI agent for Sales and Operations teams.
What can it do?
Tango learns the nuances of your sales processes and pipeline rules, and handles data entry and process completion.
Examples:
Discover and copy data from call transcripts, emails and business apps to specific CRM property fields
Create leads and progress opportunities according to your custom pipeline rules
Close out deals and copy data to billing and project management systems
Complete follow-up tasks immediately after every customer call (instead of the next morning)
Decide which deals are worth progressing through the pipeline and which should be qualified out
Look for opportunities to improve after every customer call and product demonstration
How does it work?
Download the Tango extension
Capture your sales processes across different tools
Add an Agent Action and tell us your custom rules in plain English
Congrats, you've made your first automation workflow!
This is what it looks like when it's running:
Can I decide which steps to automate?
Yes, when you want a human to take an action in your process, simply assign the step as "Manual"
Can I (or my end users) step in during the automation process?
Yes, you can take control of the automation at any time during the automation run.
What CRMs does it work on?
Tango's CRM Agent works anywhere but is initially supporting use on Salesforce, HubSpot, and other Sales tools.
How can I try it out myself?
Book a demo to see it for yourself: