Getting started
- Connect your CRM from sign-in so CRM Assistant can work with your account.
- Open Lead Tools from the dashboard.
- Run a check, review results, and create a follow-up reminder where needed.
Available now
- Unanswered Lead Alert — Find leads who contacted you but haven't received a response.
- Inactive Lead Finder — Find leads whose activity has gone quiet.
- Follow-Up Reminder — Create follow-up reminders for leads so important contacts don't get forgotten.
- Duplicate Contact Finder — Find contacts that appear to be duplicates based on matching email addresses or phone numbers.
- Phone Number Cleaner — Review contacts with inconsistently formatted phone numbers before any change.
- Bulk Tag Manager — Add or remove an existing CRM tag from a selected set of reviewed contacts.
- Lead Source Cleaner — Review lead-source values that differ only by capitalization or extra spaces.
Coming soon
- Workflow Tester — Run safe checks against automation workflows before they go live.
- Appointment Reminder Tester — Verify reminder sequences without disrupting real appointments.
- Review Request Tool — Prepare and track review-request outreach from a single place.
More detail is in the documentation.