Boost Productivity Instantly: SalesEdge.io AI Now Handles CRM Tasks Directly in Chat!

We’ve just made it even easier to run your business inside SalesEdge.io.

Thanks to a powerful new upgrade, our AI assistant can now complete CRM tasks for you—right from the chat window. No more clicking through menus or switching between tools. Just type in what you need, and let the AI take care of the rest.

What’s New?

The built-in Ask AI feature in SalesEdge.io now supports a wide range of CRM actions directly in chat. That means you can do things like add contacts or review your sales pipeline without ever leaving the conversation.

Here are a couple quick examples to try:

➕ Add a New Contact Instantly

If you meet someone at an event or get a referral over the phone, simply message:

Add Jane Doe, [email protected], (555)123-4567

The AI will save the contact for you and confirm once it’s done. Fast and seamless.

🔍 View CRM Data in Real-Time

Want a quick glance at your current opportunities or client list? Just ask:

Show all my contacts or List all opportunities this week

You’ll get instantly scrollable results right in the chat—complete with summaries and options for longer lists.

This is just the beginning of what’s possible. We’re excited to help you work faster, smarter, and more effortlessly with SalesEdge.io.

For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.