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.
Coming soon
- Duplicate Contact Finder — Identify likely duplicate contacts before they clutter your CRM.
- Phone Number Cleaner — Normalize and flag messy phone numbers in your contact list.
- Bulk Tag Manager — Apply or clean tags across contacts with a controlled workflow.
- Lead Source Cleaner — Standardize inconsistent lead sources so reporting stays trustworthy.
- 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.