Meet Neel · AI Agent

CRM AI Agent

AI CRM for manufacturers whose leads come from calls, exhibitions, dealers and field visits. The agent watches your lead pipeline in DotOne, finds leads nobody has touched, reminds the owner before a follow-up is missed and pulls up a customer's full history before the next call.

See the Agent in a Demo CRM module

YouWhich leads have had no follow-up in the last 10 days?

Reading leads in the pipeline
Checking last activity on each lead
Finding leads past their follow-up date
Grouping them by owner and stage
Scheduling reminders for each owner

Result · Stale leads listed by salesperson and stage, with follow-up reminders set for each owner.

Watch the agent work

It keeps the pipeline clean. Your team keeps selling.

Demo data

12 leads without follow-upNo activity in 7 days. Reminders drafted for 4 salespeople.

Review Send remindersReminders sent ✓

Pipeline health

86%

Completeleads

97%

Uniquecontacts

74%

Followed upthis week

Suggested next steps

Shree Polymers · quote opened twiceCall today
Apex Agro · demo doneSend quote
Nova Plast · new enquiryAssign to Priya

Duplicates found

Om Ind. / Om IndustriesMerge
R. Shah ×2Merge

The same job, two ways

In a traditional ERP the software stores the data and people do the analysis. In DotOne the agent does the analysis and your team makes the decision.

Traditional ERP

×Open the CRM and the lead list.

×Filter by stage, owner, source and last activity date.

×Export the list to see which leads are stuck or overdue.

×Read through notes and past orders to judge each lead.

×Remind each salesperson personally to call back.

With the CRM AI Agent

✓Ask the agent, for example "Which leads are stuck in the same stage?"

✓The agent reads leads, activities and customer history together.

✓It picks out the exceptions: stale leads, missed follow-ups, duplicates.

✓It builds a pipeline report by stage, source and owner.

✓It sets follow-up reminders and routes leads, within your rules.

What it can see

Leads and their source
Pipeline stages and expected values
Follow-up dates, calls and meeting notes
Customer and contact records
Past quotations and orders for each account

What you can ask

"Which leads have had no follow-up in the last 10 days?"
"Show leads stuck in the negotiation stage."
"Which lead source brought the most enquiries this quarter?"
"Give me the history of this customer before my call."
"Which follow-ups are due today for my team?"

What it can do

Sets follow-up reminders and alerts the lead owner before a date is missed
Flags stale leads, duplicate contacts and leads with missing details
Recommends the next action on a lead based on its stage and history
Routes new leads to the right salesperson by your assignment rules
Summarises a customer's history: enquiries, quotations, orders and notes

The agent only acts within the roles, permissions and approval rules you set in DotOne. Anything that changes data can be set to need a person's approval.

Frequently asked questions

What is AI CRM in DotOne?

It is the CRM AI Agent working on your DotOne CRM data. You ask about leads, follow-ups or a customer in plain language, and the agent reads the pipeline, finds what has slipped and prepares reminders, summaries or reports. It works like an AI CRM assistant for each salesperson and their manager.

How is the CRM AI Agent different from the Sales AI Agent?

The CRM agent works before the deal: leads, pipeline hygiene, follow-ups and customer history. The Sales AI Agent works from the quotation onward: orders, dispatch, invoices and the sales forecast. Together they cover the whole journey from enquiry to delivery.

Is this separate AI CRM software?

No. The agent is part of DotOne and reads the same CRM module your team already uses, which is connected to sales, inventory and accounts. There is no second system to keep in sync.

Can the agent change lead details or reassign leads?

Only within the roles, permissions and approval rules you set in DotOne. It can suggest a stage change or a new owner, and anything that changes data can be set to need a person's approval.