LEMAI CRM — Lead Management with AI

AI module

AI in LEMAI

AI in LEMAI reads what your team already writes and says. Notes are summarised, the tasks and meetings buried inside those notes are created automatically, the whole lead is condensed into one summary with a Hot / Warm / Cold conversion statement, and call recordings come back as transcript plus summary. Prompt-based actions inside the CRM arrive in the next release.

AI in motion

live
  1. 01Notes summarised — 6 notes → 1 brief
  2. 02Task auto-created: send revised quote
  3. 03Conversion: HOT — budget confirmed
  4. 04Call transcript ready (7m 41s)

12,400

Notes summarised

3,180

Tasks auto-created

Improving

Hot-lead accuracy

In plain language

What ai in lemai means in practice

AI in LEMAI works on the material your team already produces. Notes written on a lead are summarised into a single brief, and any commitment inside those notes — a callback, a document to collect, a meeting to hold — is turned into a task or meeting automatically, with a date and an owner.

Use cases

How teams use it every day

Handover without a briefing

A rep goes on leave; the next person reads the AI notes summary and lead summary instead of scrolling months of history.

Nothing promised gets forgotten

A note saying 'send revised quote Friday, meet MD next week' becomes a task and a meeting automatically.

Prioritising the day

Managers work the Hot leads first because the conversion statement is on the record, not in someone's instinct.

Coaching from recordings

Call transcripts and summaries let a manager review twenty conversations in the time one recording would take.

Moving from Spreadsheets and WhatsApp

Context stops living in chat scrollback — the CRM reads the notes and schedules the work.

Moving from An existing CRM

Notes summary, lead summary, Hot/Warm/Cold prediction and call transcription without buying an AI add-on per seat.

How it works

From capture to closure

01

Summarise notes

Every note written on the lead is condensed into one readable brief, so the next person picks up context in seconds.

02

Create the work

Commitments in the note become tasks and meetings automatically — dated, owned and reminded.

03

Score the lead

A full lead summary is generated with a predictive conversion statement: Hot, Warm or Cold.

04

Read the call

Where a recording exists, AI returns a transcript and a summary of what was actually said.

Capabilities

Everything in this module

  • Notes summary — every note on a lead condensed into one readable brief
  • Auto task and meeting creation from what the note actually commits to
  • Complete lead summary across calls, stages, notes and opportunities
  • Predictive conversion statement: Hot, Warm or Cold with reasoning
  • Transcript plus summary of call recordings wherever a recording exists
  • Prompt-based actions inside the CRM — launching in the next release

Why it wins

What competitors charge extra for

  • Notes summary and lead summary included, not sold as AI credits
  • Auto task and meeting creation from notes — no manual re-typing
  • Hot / Warm / Cold predictive conversion statement on every lead
  • Call recording transcript and summary inside the lead record
  • Prompt-based actions in the CRM launching in the next release

Already on a CRM

Get AI summaries, predictions and call transcripts without a per-seat AI add-on.

High-volume call desks

Managers review summaries instead of listening to hundreds of recordings.

FAQs

AI in LEMAI questions, answered

Get started

See AI in LEMAI on your own data

We will configure a sandbox with your stages, products and roles so you can judge it on your own process — not a generic demo script.

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InfozIT Solution · Infomark Labs Private Limited