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Description
Demi serves as a comprehensive AI assistant designed for professionals who engage directly with clients, efficiently managing tasks such as sorting emails, drafting automatic replies, transcribing meetings, updating CRM systems, and taking care of various administrative duties that can hinder sales efforts. It seamlessly integrates with popular email platforms like Gmail and Outlook, requiring no setup time, which allows users to incorporate Demi into their daily routines with just a few simple clicks. By categorizing conversations based on deal stage and priority, Demi ensures that users are always aware of what requires immediate attention and what can be postponed. Furthermore, it generates thoughtful responses and follow-up messages in the user's unique voice, enabling quick reviews before sending. Scheduling is also streamlined, with Demi automatically accessing your availability, generating invitations, and securing meetings with a single click, eliminating the tedious back-and-forth communication. Additionally, meeting transcriptions can be transformed into easy-to-review follow-up notes, making the preparation of next steps effortless and efficient, thereby enhancing productivity in client interactions. Overall, Demi not only saves time but also enhances the quality of client communications.
Description
Donna CRM is an innovative customer relationship management tool that integrates seamlessly with Gmail, catering specifically to freelancers and consultants who handle their client interactions via email. By allowing users to manage their client relationships without the need to toggle between Gmail and other CRM platforms, Donna CRM incorporates features such as pipeline tracking, relationship context, and follow-up management directly into the user's inbox. This functionality enables you to convert any email conversation into a monitored deal, access relationship histories in real-time, and effectively manage your opportunities while maintaining a smooth workflow. With Donna CRM, you can enhance your productivity and ensure that no client communication slips through the cracks.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Pricing Details
$38 per month
Free Trial
Free Version
Pricing Details
$10/month/user
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
Demi
Country
United States
Website
www.demi.ai/
Vendor Details
Company Name
JKB Software
Website
www.donnacrm.com
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