AI Insights | CRMS - Advanced Bootstrap 5 Admin Template for Customer Management

Contacts View All the Contacts

Pipeline View All the Pipeline

Activities Activities

Analytics Analytics

Notifications

John Doe

left 6 comments on Isla Nublar SOC2 compliance report

4 min ago

Thomas William

“Oh, I finished de-bugging the phones, but the system's compiling for eighteen minutes, or twenty...”

8 min ago

Sarah Anderson

attached a file to Isla Nublar SOC2 compliance report

15 min ago

Ann McClure

mentioned you in Bug Fix Review - Task #432

20 min ago

View All Notifications

Katherine Brooks

Installer

Profile Settings

Notifications

Help & Support Settings

Main Menu
- Dashboard
- Applications
  - Chat
  - Call
  - Calendar
  - Email
  - To Do
  - Notes
  - File Manager
  - Social Feed
  - Kanban
  - Invoices
- Super Admin
- Layouts
  - Mini
  - Hover View
  - Hidden
  - Full Width
  - RTL
  - Dark
CRM
- Contacts
- Companies
- Account 360
- Relationship Map
- Deals
- Leads
- Pipeline
- Proposals
- Contracts
- Estimations
- Invoices
- Payments
- Analytics
- Activities
AI CRM
- AI Command Center
- AI Insights
- AI Lead Scoring
- Deal Risk Analysis
- AI Email Composer
- Call Summary
- Ask Your Data
- AI Settings
AUTOMATION
- Workflow Builder
- Automation Rules
- Webhooks
- Automation Logs
PROJECTS
- Projects
- Tasks
- Milestones
- Timesheets
SALES CRM
- Product Catalog
  - Product List
  - Product Details
- Opportunities
- Sales Targets
- Quotations
- Sales Orders
MARKETING
- Campaigns
- Email Marketing
- Email Engagement
User Management
- Manage Users
- Roles & Permissions
- Delete Request
- Departments
- Teams
- Invitations
- Staff Directory
- User Activity Logs
- Login History
- Device Management
HRM
- Attendance
- Leave Requests
- Holidays
Reports
- Report Builder
- Scheduled Reports
- Sales Forecasting
- Win/Loss Analysis
- Sales Velocity
- Existing Reports
- HRM Reports
  - Attendance Summary
  - Leave Balance Summary
CRM Settings
- Sources
- Lost Reason
- Contact Stage
- Industry
- Calls
- Import Wizard
- Sales Settings
Membership
- Membership
Content
- Pages
- Blog
- Location
  - Countries
  - States
  - Cities
- Testimonials
- FAQ
Support
- Contact Messages
- Tickets
Settings
- General Settings
- Website Settings
- App Settings
- System Settings
- Financial Settings
- Other Settings
Pages
- Authentication
- Error Pages
  - 404 Error
  - 500 Error
- Blank Page
- Coming Soon
- Under Maintenance
UI Interface
- Base UI
  - Accordion
  - Alerts
  - Avatar
  - Badges
  - Breadcrumb
  - Buttons
  - Button Group
  - Card
  - Carousel
  - Collapse
  - Dropdowns
  - Ratio
  - Grid
  - Images
  - Links
  - List Group
  - Modals
  - Offcanvas
  - Pagination
  - Placeholders
  - Popovers
  - Progress
  - Spinner
  - Tabs
  - Toasts
  - Tooltips
  - Typography
  - Utilities
- Advanced UI
  - Dragula
  - Clipboard
  - Sweet Alerts
  - Lightbox
  - Scrollbar
- Forms
- Tables
  - Basic Tables
  - Data Table
- Charts
- Icons
Help
- Documentation
- Changelog v2.3.8
- Multi Level
  - Level 1.1
  - Level 1.2
    - Level 2.1
    - Level 2.2
      - Level 3.1
      - Level 3.2

AI Insights

AI

Home
AI CRM
AI Insights

Export as PDF
Export as Excel

Command Center
Insights
Lead Scoring
Deal Risk
Email Composer
Call Summary
Ask Your Data
AI Settings

2

Critical

2

High priority

2

Medium

3

Opportunities

Search insights

Category

Severity

Date range

9 insights

Re-ranking insights...

No insights match these filters

Try widening the date range or clearing the category filter.

Copyright © CRMS

About Terms Contact Us