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Description

DealsFlow serves as a conversational business operating system tailored for small enterprises. Its AI operator, Flow, facilitates interactions through voice or text, managing shared clients, deals, tasks, calendars, and business insights. Business owners can easily access and modify records, as well as initiate workflows during conversations. The Core version is available for free to a single user and one organization, with no time restrictions. Additional paid team members can enhance functionality, such as Aurelius, which focuses on growth and marketing through content creation and campaign strategies, and Cassius, who specializes in sales and customer relationship management, aiding in prospecting, qualification, and follow-up processes. Successful execution relies on available integrations and account settings. Upcoming features include Julius and Seneca, while Augustus is currently in a private pilot phase. Users can access the platform via web, iOS, and Android devices, ensuring flexibility and convenience for small business owners. This accessibility allows for greater productivity and streamlined operations, making it an ideal tool for managing everyday business tasks.

Description

Lightfield represents an advanced, AI-powered customer relationship management (CRM) system designed to seamlessly capture, structure, and evaluate every interaction with customers, eliminating the need for tedious manual data entry by automatically recording details from emails, meetings, support tickets, and other engagements, thereby maintaining a comprehensive and uninterrupted timeline of relationships. This innovative platform replaces conventional CRM data entry processes by integrating seamlessly with meeting schedules, email communications, and ticketing services, ensuring that your CRM is continuously updated to preserve context and facilitate timely follow-ups, which aids teams in enhancing their strategies with every engagement. Users can interact with their CRM using simple language queries and benefit from agent-like functionalities that enable actions to be taken post-meeting, all while leveraging complete relationship insights. Additionally, Lightfield boasts capabilities such as automatic meeting preparation, video capture and transcription, streamlined follow-up tasks, a collaborative environment for task distribution and feedback, along with a dynamic data model that adapts to the evolving needs of your organization. With these robust features, Lightfield not only enhances productivity but also fosters deeper customer connections.

API Access

Has API

API Access

Has API

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Integrations

Google
Slack

Integrations

Google
Slack

Pricing Details

$0 Core
Free Trial
Free Version

Pricing Details

$36 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

DealsFlow

Website

dealsflow.ai/

Vendor Details

Company Name

Lightfield

Founded

2020

Country

United States

Website

lightfield.app/

Product Features

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Alternatives

Alternatives

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