Enlightened CRM
Vom ersten Lead bis zu Planung und Rechnung an einem Ort. Beziehungen, Kommunikation und Statusänderungen von Angebot bis Projekt und Planung. Ein Überblick über Ihre Kundenreise, mit KI in Ihrem Unternehmenskontext.
KI hilft Ihnen, Kunden zu finden, vorzubereiten und nachzuverfolgen.
- Finds,searches relationships by content, not just by name.
- Prepares,helps draft emails and proposals.
- Follows up,flags what needs attention.
- Made, adaptable & steerable with AI,you give instructions in plain language.
So funktioniert es
AI knows your relationships and administration → you search or write in plain language → AI proposes, you approve → everything stays under your control.
Relationships & leads
From first lead to lasting relationship. Organisations, people and contacts , with the full history attached.
- ✓Relationships & leads,with their own status per organisation.
- ✓Contacts,the right person, always linked.
- ✓Interactions,conversations and appointments recorded.
- ✓Tasks,follow-up you will not forget.
- ✓One dossier,everything on the relationship, nothing loose.
So funktioniert es
add a new relationship or lead → link a contact → record an interaction → follow up via tasks and status.
Communication
Email, app and WhatsApp , one communication history. Every contact is kept with the relationship.
- ✓Email,send from CRM, with templates and variables.
- ✓App messages,communicate directly in your environment.
- ✓WhatsApp,reachable beyond email too.
- ✓Interactions,every conversation recorded.
- ✓SLA response times,respond within the agreed time.
So funktioniert es
choose the relationship → send email, app or WhatsApp → everything is recorded automatically → the history is always at hand.
Quote → Assignment
From quote to project and planning , status tracked automatically. Quotes, assignments, work orders and invoices in one flow.
- ✓Quote,create and send easily.
- ✓Assignment (project),created automatically after acceptance.
- ✓Planning,work orders and installers.
- ✓Status changes,you always know where things stand.
- ✓Invoicing,deposit and final invoice with one click.
So funktioniert es
create a quote → send and await acceptance → accepted = automatically an assignment → work orders, planning and status → invoice deposit and final invoice.
Automation
Status changes that are pushed through automatically. Rules that send emails, create tasks and change statuses.
- ✓On event,on status change or completed task.
- ✓Actions,send email, create task, change status.
- ✓Testing,with a simulator before you activate.
- ✓Per organisation,statuses and rules your own way.
- ✓Never forget work,follow-up arises automatically.
So funktioniert es
choose the event → choose the action → test with the simulator → activate and let it run.
Quick start
Register
request access via info@enlightened.services. AI is ready immediately.
Configure
add relationships, set your statuses and connect communication , in minutes.
Work
follow up leads, send quotes and let automation do the work.
Antworten auf Ihre Fragen
What happens when a quote is accepted?
An assignment is created automatically with the right status, ready for delivery and work orders.
How do automatic status changes work?
You set rules that react to an event , such as a status change or completed task , and then send an email, create a task or change the status. Test first, then activate.
Can I send emails from CRM?
Yes , via email, app messages and WhatsApp, with templates. Every contact is recorded in the relationship's communication history.
Who can create invoices?
Only administrators and users with financial rights, and only after the quote is accepted and the assignment exists.
Can I adapt CRM to my organisation?
Yes , relationship types, statuses, tasks and features are configurable per organisation. You only see your own organisation's data.
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