OnePageCRM now works with Mistral AI. Connect the two, and the AI can research your leads, update your CRM, write your emails, automate routine work, and do a lot more.
Mistral AI can take on the CRM work you would normally do by hand. You describe what you need in ordinary words, and the AI carries it out in OnePageCRM. For instance, you can ask it to add a lead you just met, move a deal to the next stage, set a reminder to call someone on Friday, or carry out some other task you’d rather not waste time on.
The AI can also do your writing. Ask it for a follow-up email, for example, and you will get one written from the notes on that contact’s page. It can write a whole batch of them at once, and even put together proposals, reports, and other documents you need for business.
Mistral AI can also help you automate recurring work. For instance, you can have it go through your CRM every Monday morning and send you the follow-ups that are overdue. Monthly reports and any other job you find yourself repeating can be automated, as well.
Mistral AI can also automate work across the other apps you connect to it. If you connect Stripe, for example, you can ask the AI to find your unpaid invoices and set a follow-up in OnePageCRM for every customer who still owes you. The AI connects to plenty of other tools, and you can automate your work across several of them.
You have full control of what Mistral AI is allowed to do in your CRM. You can keep the AI to reading only or you can let it make changes as well. And to give you more precise control, the AI further breaks down writing access into two. You get to choose between being able to add records or change them or both.
On top of that, every new chat starts with the connection switched off, so Mistral AI sees your CRM only in the conversations where you turn it on. And as European-based tools, both Mistral AI and OnePageCRM are GDPR-compliant.
Connect Mistral AI to your CRM