The goal of an AI native CRM is to enhance the user experience by providing tools that allow for strategic decision-making without the burden of manual data entry.

An AI native CRM should allow users to ask questions and receive detailed, context-rich answers, transforming how they interact with customer data and relationships.

The legacy CRM data model is limited by user input, leading to a compressed and incomplete view of customer relationships, whereas AI can provide a more comprehensive understanding.

AI will serve as a user interface for various applications, allowing users to query and aggregate information seamlessly across different systems, enhancing productivity, while agents will drive enterprise consumption and amplify human potential, transforming how users interact with technology.

CRM systems will continue to exist, but the focus is shifting from CRM-centric to AI-centric operations, as AI will manage customer engagement and activities more effectively.

AI can significantly enhance customer support and financial advice in our industry by automating transactional tasks, allowing for a better user experience.

AI can help automate tasks that traditionally require human effort, potentially leading to a future where people can focus on more meaningful activities.

Existing CRM systems often suffer from incomplete data, with implementations only capturing about 40-50% of the necessary information, which hinders effective user workflows.

The traditional CRM systems require users to manage multiple tabs and workflows, making it easy to lose track of important information and relationships.