AI Business Sites
UC.CAT—USE CASES

CRM, Pipeline & Deal Automation

Track every deal, automate follow-ups, and get a visual sales pipeline.

10 use cases in this category

#58

Automate Proposal Follow-Ups with CRM

Stop missing next steps after sending proposals. Our CRM automatically sends client emails when deals move to 'Proposal Sent'.

Use Case #58Read
#59

Zero Handoff: Auto-start Projects When Deals Win

Automatically spin up a new project the moment a deal closes, so you never miss a hand‑off again.

Use Case #59Read
#60

Tag-Based Segmentation for Targeted Campaigns

Learn how automatic tags like Commercial and Residential let you instantly group contacts and run laser-focused marketing without manual lists.

Use Case #60Read
#61

Stop Wasting Time on Stale Deals | AI Business Sites

Automate alerts for deals that aren't moving, so you can focus on closing sales.

Use Case #61Read
#62

Auto-Route Big Deals to Your Manager

Stop missing high-value sales! Our AI automatically sends big deals to your manager so you focus on closing what matters.

Use Case #62Read
#63

See Your Sales Pipeline in Real-Time with a Visual Board

Track deals from start to finish with a drag-and-drop Kanban board. No tech skills needed.

Use Case #63Read
#64

Full Activity Timeline Per Contact: See Every Touchpoint

Track every lead interaction — from form fills to calls — in one clear timeline so you never miss a follow‑up.

Use Case #64Read
#65

Avoid Spam With Your Business Email Domain

Use your real business domain (like bakery.com) for emails to avoid spam and look professional. Learn how to set it up in 3 steps.

Use Case #65Read
#66

Automate Sales When Leads Open Emails

Turn email opens and clicks into instant sales actions—no coding needed.

Use Case #66Read
#67

See What’s Working in Your Sales in One Place

Track deals, emails, and automation in one dashboard instead of messy spreadsheets. See what’s working without the hassle.

Use Case #67Read

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Lead Capture & Instant ResponseReviews & Reputation AutomationScheduled AI Tasks & ReportsSocial Media, Video & Marketing ContentSEO Content EngineTwo-Way AI Email AssistantProject Management & Client ApprovalsOn-Site Voice & Call ButtonNewsletter AutomationCompetitor & Market ResearchDocuments, Proposals & Business Ops

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