AI CRM Chief

The AI that audits your sales team every day: alerts, agent scorecards, discipline score and reports.

12 articles

1What is the AI CRM Chief and how does it work?The digital sales manager that audits your sales team every day; what it checks, how often it updates and how it opens in the panel.
2Setup and settingsThe business decisions a manager approves in the six-step setup wizard, and how to change the settings later.
3Stage mappingMapping your pipeline stages to six classes, the "requires contact" flag, the AI suggestion and fixing a wrong mapping.
4The Genel (Overview) tabThe urgent action card, six KPIs, discipline scores, untouched backlog, monthly target, conversion trend and daily progress.
5AlertsAll 11 rules with their conditions and default thresholds; filtering the alert list, past days and the day comparison.
6Scorecard and discipline scoreThe cohort scorecard, the five components and formula of the discipline score, departed-agent and handover attribution, coaching flags.
7Contact auditWhich calls and messages count as human contact, first-contact speed, reply time and the unproven-progression check.
8The Kaynaklar (Sources) tabComparing lead sources by reach, sales, conversion, revenue and follow-up; the automatic insight cards.
9The Yönetim (Management) tabLoad, rhythm, contact volume and speed per agent; best call hours, time spent in each stage and the priority list.
10Reports, printing and refreshSaving an agent's alert list as a PDF, refreshing data manually, sync timing and sharing with the team.
11Using the AI CRM Chief day to dayA daily 10-minute routine for the coordinator lead, a scorecard-based weekly sales meeting and agent coaching examples.
12AI CRM Chief FAQQuestions on data privacy, accuracy, differences from the Opportunities board, departing agents, update frequency and access.

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