AI-powered sales assistant for CRM: JenIA
Turn your CRM into a sales copilot. Less administration, more closings, with chat management on the channels you already use. Quick and seamless implementation with your existing stack. Integration ready in 4-6 weeks with your CRM and communication channels.
Smart chat
Generate leads and update opportunities via chat in seconds, from WhatsApp or your preferred channel.
Real-time visibility
Real-time sales pipeline and forecast for agile management decisions
Focus on selling
Less operational and administrative burden, more time to close deals
The problem isn't your equipment. It's the friction of daily life.
When CRM becomes an extra task instead of a tool, the pipeline becomes cluttered: incomplete data, inconsistent tracking, and decisions made with only partial visibility. Your sales team wastes valuable time on administration instead of focusing on selling. The reality is that fragmented systems create constant friction. Information scattered across emails, chats, documents, and calls makes it difficult to keep the CRM up-to-date and reliable.
Slow response
Hot leads lose their temperature while you search for scattered information
Outdated CRM
Incomplete or outdated data leads to low confidence in reports.
Inconsistent tracking
Stalled opportunities with no alerts or clear next steps
Fragmented systems
Critical information lost amidst email, WhatsApp, docs, and meetings
JenIA: Conversational CRM management, without changing your stack
JenIA is an AI-powered business assistant that performs actions and queries in your CRM through natural conversation. It dramatically reduces the friction of recording, updating, and reporting business information.
- CRM management via chatCreate, explore, and update opportunities by conversing
- Centralized knowledgeCommercial database with readily available cases, history, and processes
- Intelligent management modePipeline with proactive alerts and updated forecast
“Sales assistant integrated with CRM + communication channels”
How it works in practice
JenIA concentrates the critical capabilities that your sales team needs every day, eliminating repetitive tasks and accelerating the flow of information between salespeople and management.
- Chat naturallyYou write what you need: “register activity with client X” or “update opportunity stage to negotiation”
- JenIA interprets and executesThe assistant understands your request and executes the action directly in the CRM in real time.
- Keeps traceabilityIt records who, when, and what was modified, keeping the CRM aligned and auditable.
- Delivers intelligenceIt provides a summary, suggested next steps, and alerts about critical situations.
Ideal for updating opportunities in CRM via chat and maintaining consistent follow-up without interrupting your workflow.
The essentials for selling more
JenIA concentrates the critical capabilities that your sales team needs every day, eliminating repetitive tasks and accelerating the flow of information between salespeople and management.
Generate leads via chatCapture leads through conversation, with validated fields and automatic enrichment. Fast and consistent.
Update opportunitiesChange stage, amount, probability, and notes without opening the CRM. Everything is recorded.
Record activities and notes in CRM via WhatsAppDocument calls, meetings, and follow-ups directly from WhatsApp or your preferred channel.
Automated meeting summaries for salesGenerate summaries, next steps, and tasks from transcripts or notes from business meetings.
Smart alertsUnfollowed lead notifications and stalled opportunities for immediate action.
Commercial knowledge base for sales teamInstant access to playbooks, success stories, objections, and processes from any channel.
Results that are felt in the pipeline
Fewer manual tasks, better data quality, and faster sales. Teams implementing JenIA experience measurable improvements in operational efficiency, response time, and CRM adoption. These indicators reflect the real impact on B2B organizations seeking to improve CRM adoption within sales teams and reduce the salesperson's administrative burden with AI.
40-60%
Reduction in time spent on operational tasks and manual recording of information
30-50%
Faster response time to hot leads and tracking of active opportunities
15-30%
Reduction in average closing time through improved monitoring and proactive management
70%
Increased consistent CRM usage with 85%+ quality of recorded data
Frequently Asked Questions
Which CRMs does it integrate with?
JenIA integrates with Salesforce, HubSpot, Pipedrive, Zoho CRM, and other platforms via standard APIs. Check compatibility with your current system.
What does management see in pipeline and forecast?
Dashboard with real-time sales pipeline, alerts, updated forecast, stalled opportunities, and activity analysis by salesperson.
On which channels can I use it?
WhatsApp, Slack, Microsoft Teams, and soon email. The assistant works where your team already communicates.
How long does implementation take?
Between 4 and 6 weeks from kick-off to full production, including pilot and adjustments with users.
Does it replace my current CRM or tools?
No. JenIA is a co-pilot that enhances your existing tools, it doesn't replace them. It integrates with your current stack.
Can it be scaled by processes or teams?
Yes. You can start with a specific team or process and gradually expand based on results and needs.
How are security and permissions controlled?
Respect the roles and permissions in your CRM. Each user can only perform actions permitted in their profile, with full auditing.
What does continuous support and improvement include?
Dedicated technical support, AI model updates, new integrations, and evolution based on feedback from your team.
Do you want to see JenIA with your CRM?
Contact us and together we'll define 5 critical workflows: lead generation, opportunity updates, meeting summaries, proactive alerts, and management reporting. No obligation, 100% tailored to your business needs.
Have a project in mind?
Get in touch, we're ready to help you.