AI in CRM isn’t a future trend—it’s already reshaping how businesses work.
Whether you’re running a small team or leading a sales department, AI-powered tools now help you:

  • Track leads faster

  • Automate repetitive tasks

  • Personalize every interaction

At Corelogix, we help you make these tools work inside the systems you already use—like Act! CRM.

 

🔍 Why Add AI to Your CRM?

AI does more than analyze data. It helps you act on it.

With tools inside Act! Advantage, you can:

  • Get lead scores so you know who’s ready to buy

  • Let the system suggest the next best step

  • Trigger automatic follow-ups based on actions

  • Create personalized emails in less time

No more guessing. No more busywork.

Act! Advantage has

– Next-best action suggestions based on customer history
– Lead scoring to highlight hot prospects
– Automated follow-ups & data entry via workflows
– AI-generated personalized content for email marketing

These features are part of Act! Advantage’s robust marketing automation and intelligent CRM toolkit.

 

What Automation Looks Like Today

Here’s what your CRM could be doing already:

Smart workflows

  • Trigger tasks when someone opens an email or fills out a form.

AI-powered forecasting

  • Predict sales outcomes based on real data—so your team plans ahead.

Chatbots and conversational AI

  • Capture leads and answer common questions, even after hours.

Voice-to-text sales call logging

  • Use Call Manager with RingCentral to transcribe, tag, and review your sales calls automatically.

 

 

Ready to Work Smarter?

If you’re already using Act! CRM with Corelogix, you’ve got a head start.
Still copying emails or entering data by hand? It’s time to change that.

We can help you:

  • Set up smart workflows

  • Connect CRM and RingCentral

  • Build custom AI features into your daily tools

Start Small

You don’t need to overhaul everything at once. Start with:

  • Automated follow-ups in Act! Advantage

  • Lead scoring to focus your outreach

  • A chatbot on your website

You’ll save time and close more deals.

📈 The ROI? More time, better data, and happier customers.

 

 

Let’s Talk About What’s Next

Curious how Corelogix can help you evolve your CRM with AI and automation?

👉 Contact us
👉 Explore our full suite of services

 

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The future is smarter—and Corelogix is here to help you get there.