PWM CRM puts AI at the core to redefine how sales fieldwork is done. With GUI and LUI blending interaction, voice assistant, and context awareness, AI deeply integrates into every business scenario.
From natural language interactions to smart decision support, PWM CRM’s AI capabilities cover the entire field sales process.
Ask about any client, opportunity, or performance data in everyday conversation, no need to learn complicated filters or report settings.
AI uses historical deal data, client interaction frequency, decision chain completeness, and more to automatically estimate the win probability of each opportunity.
Record your visit with voice, and AI will automatically pick out key info, client needs, to-dos, and next steps.
Based on the user's current page, time, location, and context, AI automatically recommends relevant actions and information, reducing switching costs.
Supports voice-to-text input and AI-generated Voice Broadcast replies, so you can efficiently handle tasks even when driving or walking.
Automatically spot unusual swings in sales data, suggest possible causes and actions, so managers can quickly find opportunities from the data.
PWM CRM pioneers a scene-aware fusion of GUI and LUI interaction modes, combining the intuitive efficiency of graphical interfaces with the flexibility and power of natural language.
Traditional buttons, tables, dashboards, and charts are ideal for browsing and operating structured data—intuitive and efficient.
Natural language conversations let you query, analyze, and operate, perfect for complex filters and unstructured tasks, flexible and powerful.
After the AI understands your language intent, it presents results in the most suitable GUI form—tables, cards, charts, dashboards—with seamless switching between the two.
PWM CRM's AI doesn’t wait for you to ask; it actively gives relevant info and action tips based on what you’re currently doing.
Before arriving at the client's location, AI Auto pushes the client's profile, notes from the last visit, unfinished tasks, and suggested topics for this visit.
During the visit, Medium provides real-time voice transcription. AI Auto identifies client needs and objections, prompting relevant product info and response suggestions instantly.
After the visit, AI Auto creates structured meeting notes, extracts to-do items and assigns them, and updates the client's opportunity phase.
Every morning, AI automatically generates the day's visit plan and optimal route based on client priority, location, and pending tasks.
At the end of the quarter, AI Auto analyzes performance gaps, identifies the opportunities most likely to win, and provides targeted sprint action suggestions.
While driving or walking, Auto switches to voice mode, announces important messages, answers client needs, and records inspirations—safe and efficient.
14-day Free Trial, Try Now GUI LUI brings the efficiency revolution through integrated interaction and voice Assistant.
Start Free Trial Now