CRM + AI
CRM AI — run your CRM through conversation
From your first connection to everyday work: MCP connects AI to your CRM data, an AI module helps managers understand what needs attention, and dynamic chat guides onboarding and lets you operate the CRM in free-form text.
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MCP — AI communicates with your CRM
MCP connects FixDigital CRM to supported AI tools such as ChatGPT and Claude. Instead of copying information between systems, request it and let AI retrieve data directly from the CRM, within configured permissions.
Leads, customers, deals and activity provide context from the system you work in. The same connection can carry requests for actions, not just data reads.
Direct connection to CRM data
FixDigital AIFrom data to conclusions managers can use
The AI module analyzes CRM information and presents managerial conclusions: where activity slows down, which enquiries need attention and how team performance changes. The focus is understanding what the numbers mean and what to examine next.
Ask for a summary, a comparison between periods or a closer look at a specific issue, then continue with follow-up questions in the same context.
From data to your next decision
Onboarding guided by dynamic AI chat
Dynamic AI chat accompanies onboarding and guides users through every stage. Rather than a fixed walkthrough, the conversation progresses with the user, explaining the current step, answering questions and helping them move forward.
Describe what you want to achieve, ask when something is unclear and receive guidance as you get to know the system. Support continues throughout onboarding, not just at the start.
Get to know the system at your pace
Your entire CRM, operated in free-form text
Conversation goes beyond questions about data. Operate the CRM through natural-language requests: find information, update statuses, assign leads and create follow-up tasks, within user permissions and connection capabilities.
Write what you want to do without technical commands. AI connects your request to CRM data and actions, making conversation a way to work with the entire system.
Write a request. Move work forward.
One conversation, different needs
For a manager: “Analyze this month’s activity and explain what needs attention.” For a new user: “I’m getting started — guide me to the next step.” For everyday work: “Create follow-up tasks for unanswered leads.”
These illustrative requests cover managerial conclusions, dynamic guidance and actions. Each starts with the information and processes inside FixDigital CRM.
Connected to your data. Under your control.
The CRM remains your source of information and center of activity. MCP and the AI module add a way to communicate with it, understand the situation and act within the configured account and permissions.
AI conclusions support managerial review rather than replace judgment. Data access and actions remain subject to user permissions and connection capabilities.
CRM AI FAQ
What is FixDigital’s AI focus?
Four connected areas: MCP communication with CRM data and actions, managerial conclusions through an AI module, dynamic AI-guided onboarding and operating the CRM in free-form text.
What does MCP enable with ChatGPT and Claude?
MCP lets supported AI tools communicate with FixDigital CRM and retrieve data directly from the system. It can also carry action requests within configured permissions and connection capabilities.
How does the AI module support managers?
It analyzes CRM information to help draw conclusions about activity, identify issues needing attention and compare performance. Managers can request explanations and explore follow-up questions.
How does chat guide onboarding?
Dynamic AI chat guides users through every onboarding stage. It explains the current step, answers questions and directs the next step as the conversation progresses.
Can I operate the CRM, not just ask questions?
Yes. Free-form text lets you communicate with and operate the CRM, for example by updating statuses, assigning leads and creating tasks. Actions depend on user permissions and connection capabilities.
What determines the data and actions AI can access?
Access follows the company account, user permissions and configured connection capabilities. Using AI does not grant permissions beyond those configured.