Get a complete briefing before every meeting, ask questions about any contact, and create follow-ups, campaigns, automations, websites, and apps—all through a simple conversation.
Your meeting with Sarah is in 30 minutes.Would you like a quick briefing before the call?
LAST CONVERSATIONDiscussed volunteer communication and member retention.
PERSONAL NOTETwo children. Son recently started college.
RECENT ACTIVITYOpened proposal twice and visited the pricing page.
PURCHASE HISTORYHome & Garden Show system · $197/mo
CONTACTS CONVERSATIONS NOTES SALES ACTIVITY INSIGHTS
Powered by a platform recognized for ease of use, customer satisfaction, sales, marketing, content management, and AI capabilities.
Talk to Your CRM combines complete customer intelligence with an AI builder that turns your ideas into working systems.
Before a meeting, ask for a briefing and instantly see who the contact is, what matters to them, your last conversation, personal notes, recent purchases, engagement, and open opportunities.
Tell the CRM what you want to accomplish. It can help create the system, content, and next steps without forcing you to become a software expert.
Talk naturally, get the right context, and tell your CRM what should happen next.
Contacts, calls, texts, emails, notes, appointments, purchases, deals, and activity live in one intelligent system.
Ask for a meeting brief, an insight, or tell it to create a campaign, workflow, website, app, or follow-up system.
Review the answer or approve the build, then put the next step to work inside your business.
Prepare for a meeting, understand a customer, uncover an opportunity, or create the system that moves the relationship forward.
Explore It Live →01Brief me before my meeting with Sarah.→
02Who is showing signs they are ready to buy?→
03Create a follow-up workflow for new leads.→
04Build a six-month client email campaign.→
05Create a landing page and intake form for this offer.→
Walk into every meeting knowing the person, their background, family details, recent conversations, purchases, and open opportunities.
Find buying patterns, repeat-customer behavior, engagement signals, and opportunities hidden inside your customer history.
Describe the workflow, follow-up campaign, email series, website, or app you need—and let your CRM build it with you.
Turn an answer into a task, automation, campaign, or next action without leaving the conversation.
01Know where to focusFind the contacts, deals, and actions that matter now.
02Make decisions with contextSee the history behind the number—not just another dashboard.
03Turn insight into actionMove from question to follow-up while the opportunity is warm.
Here is what business owners and sales professionals need to know about talking to their CRM.
Talk to Your CRM is an AI-powered CRM assistant that lets you ask questions about contacts, conversations, notes, purchases, sales activity, and opportunities using natural language.
Yes. It can create a meeting brief with the contact’s background, relationship history, personal notes, recent communications, purchases, activity, and open opportunities.
Yes. Describe the workflow, follow-up sequence, email campaign, landing page, website, form, pipeline, or app you need, and the CRM helps build it.
It can surface purchasing patterns, engagement signals, repeat-customer behavior, recent activity, relationship history, and sales opportunities from your connected CRM data.
No. It makes the information already connected to your CRM easier to understand and act on through a natural conversation.
Talk to Your CRM is powered by CNCS Direct, an AI, CRM, automation, marketing, and business-growth platform backed by onboarding, strategy, and support.
Choose a time for a personalized walkthrough. We’ll show you how Talk to Your CRM can brief you before meetings, uncover client insights, and build the follow-ups, campaigns, automations, websites, and systems your business needs.
✓ See the platform with real business use cases
✓ Ask questions specific to your workflow
✓ Leave with clear next steps for your business
Having trouble seeing the calendar? Open the booking calendar directly.
Talk to Your CRM is powered by CNCS Direct—the complete AI, CRM, automation, marketing, and business-growth platform backed by hands-on onboarding, strategy, and support.