Use simple instructions to work with your CRM

Smart AI helps you enter information and find answers without opening every record and field yourself.

You can type an instruction, paste existing text, or use your voice.

Create and update records

You can give Smart AI a direct instruction such as:

• “Add a new client called Maria Torres.”
• “Create a deal for the website project.”
• “Schedule a call with Daniel next Tuesday.”
• “Move the Acme deal to Proposal sent.”
• “Mark today’s meeting as completed.”

Smart AI prepares the requested changes and shows them to you.

Review changes before saving them

AI can misunderstand names, dates, or instructions. For that reason, Good Old CRM does not silently change your records.

Before anything is saved, you can:

1. Review the proposed changes
2. Check the records and values
3. Accept or discard the proposal
4. Undo an accepted change when available

This makes AI useful without giving it uncontrolled access to your data.

Ask questions about your CRM

Smart AI can help you find information already stored in your workspace.

For example:

• “Which deals need attention?”
• “What meetings do I have this week?”
• “Which clients have no open deals?”
• “How much value is in the pipeline?”
• “What did I add for this client?”

The quality of the answer depends on the information available in the CRM.

Import information from existing text

You can paste text or choose a supported text-based file.

Smart AI can identify possible:

• Clients
• Deals
• Activities
• Dates
• Contact information
• Relationships between records

You review the result before importing it.

This is useful for old lists, emails, notes, exports, logs, and other information that is not already arranged in the correct CSV format.

Use voice input

When your browser supports it, you can dictate an instruction instead of typing.

This can be useful after a meeting or phone call, when the information is still fresh.

Why use this instead of normal CRM automation?

Traditional CRM automation usually needs rules, triggers, fields, and setup.

Smart AI is useful for work that is easier to explain in a sentence than configure as a permanent rule.

Traditional automation remains better for exact, repeated processes. Smart AI is better for flexible, everyday requests.

Why is review important?

Some AI tools prioritize speed and make changes immediately. That can create incorrect records or place information in the wrong field.

Good Old CRM uses a review-first approach:

• You can see what will change
• Nothing is saved without approval
• You can correct unclear information
• You remain responsible for the final result

This takes one extra step, but it is safer for business data.

Get started

Tell Good Old CRM what you want to do, then review the result.

Try Smart AI