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.
User Guide
User Guide
Quick Start
- Open Telegram
- Send a voice message to the CRM bot
- Confirm suggested actions
- CRM is updated automatically
Bot and Chat — UI Reference
- Telegram Bot: voice + text
- CRM Chat Widget: text (voice in Enterprise)
- Context-aware conversations
- Confirmation buttons
Daily Workflow and Best Practices
- Log meetings immediately
- Use short, clear commands
- Always review confirmations
- Chain actions when confident
- Use chat for analysis, voice for speed
Exporting and Sharing
- Copy responses
- Forward Telegram messages
- Use SuiteCRM native exports
Troubleshooting
- No response → check scheduler & bot token
- Wrong record → refine command, use confirmation
- Not understood → simplify or use text
- Missing data → verify CRM permissions
Saving Comment...
-
"TalkerCRM is a powerful and practical SuiteCRM add-on. It makes CRM usage faster and easier through natural language interaction, helping users create..." - zecaadmin
Read More Reviews
- Most Recent Love from Users
zecaadmin
