CRM Overview

Your Sarudo AI employee includes a built-in Customer Relationship Management (CRM) system that tracks all your business relationships and interactions. Unlike standalone CRM software that requires manual data entry, the Sarudo CRM is automatically populated from your everyday activities — emails, calls, meetings, and conversations all feed into the CRM without extra effort. The CRM stores contacts, companies, deals, and activities, giving you a complete view of every business relationship.

The CRM updates itself automatically as you work. When you send an email to a new contact, the AI creates or updates their CRM record. When you have a phone call, the call summary and action items are logged to the contact. When you discuss a deal in conversation, the deal record is updated. This eliminates the biggest pain point of traditional CRMs — the endless manual data entry that most people never keep up with. Your CRM stays current because your AI employee keeps it current for you.

The CRM tracks five main entity types. Contacts are individual people with their contact information, communication preferences, and interaction history. Companies are organizations linked to their contacts, industry, size, and your business relationship. Deals represent sales opportunities moving through your pipeline. Activities log every interaction — emails sent, calls made, meetings held, and notes added. Follow-ups track pending actions and their due dates to ensure nothing falls through the cracks.

You access your CRM entirely through conversation with your AI employee. Ask about any contact, company, deal, or activity and the AI retrieves the information instantly. You can search by name, company, deal stage, date, or any other attribute. The conversational interface means you never need to navigate menus or dashboards — just ask what you want to know and the AI provides it.