Your Sales Reps will love it!
Leo: "your CRM Assistant" makes CRM updates faster, easier, and safer by letting sales reps work through natural language while preventing records from being linked to the wrong contact, lead, or account.
Key Concepts and Features
Key Concepts
- Voice Command — a spoken instruction containing one or more actions
- Action — create, update, search, link, summarize ⓘ
- Approval Workflow — confirmation before execution
- Free Hands System — operate CRM without keyboard/mouse
- SuiteCRM Chat Widget — AI assistant inside SuiteCRM UI ⓘ
- AI Agent — autonomous AI executing scheduled or contextual actions (Enterprise)
Roles
- End User — uses voice or chat
- CRM Administrator — installs and configures TalkerCRM - Can control everything thanks to the TalkerCRM Core interface
Features
- Action
- Catalog
- Research
- Enrichment Tool
- TalkerCRM Core
Features
TalkerCRM combines voice, chat, AI and CRM automation to help users work faster and keep business data more accurate.
-
Actions
Perform real CRM operations using natural language. Create, update, search and link records simply by speaking or writing. -
Catalog
Ask questions to your knowledge base and retrieve useful information from documents, structured JSON files, public URLs and business content. -
Research
Analyze CRM data, find records matching specific conditions, summarize results and obtain structured business insights. -
Enrichment Tool
Complete Accounts and Leads with relevant web information, using the data already present in the record as search filters. -
TalkerCRM Core
Configure, control and manage the TalkerCRM solution through a dedicated administration interface.