Relevance AI BOSH Sales Agent

Description

Relevance AI's CRM AI Agents transform static CRM databases into proactive, intelligent systems that automate repetitive tasks, deliver real-time insights like lead scoring and churn prediction, and enable personalized outreach at scale. Built on a no-code platform with over 9,000 integrations and 400+ pre-built templates, they streamline sales, marketing, and support workflows without requiring technical expertise. Ideal for non-technical teams in e-commerce, real estate, and beyond, these agents boost efficiency, accelerate deals, and improve customer retention.

Key capabilities

• No-code building and deployment of AI agents for CRM automation
• Automate data entry, cleansing, and repetitive tasks
• Real-time insights including lead scoring, churn prediction, and forecasting
• Personalized outreach, deal acceleration, and customer interaction scaling
• Seamless integration with over 9,000 tools like email, CRM, and Slack

Core use cases

1. 1.Lead qualification, scoring, and segmentation
2. 2.Sales forecasting and churn prevention
3. 3.Auto data entry and cleansing
4. 4.Meeting scheduling and summaries
5. 5.Personalized email drafting
6. 6.Competitive intelligence and report scheduling
7. 7.Industry-specific: property recommendations (real estate), abandoned-cart recovery (e-commerce)

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