AI assistant
AI suggests – you decide
The AI assistant answers from the data in the CRM – companies, deals, tasks and the pipeline – and suggests entries. It never saves or sends anything on its own.
What the assistant does
Answers from the data in the CRM
You ask about companies, deals, tasks or the pipeline and get an answer from your organisation’s data.
Suggests entries
It suggests, for example, an activity or an interest in a product. Every suggestion is confirmed by a person – without confirmation, nothing is saved or sent.
Sees only what you see
The assistant sees only what the user asking is allowed to see. Permissions apply to it as well.
Under your organisation’s control
Optional and off by default
The assistant is switched on by the organisation’s administrator. In a new organisation it is off. When switching it on, the administrator confirms that they acknowledge the transfer of data to the AI provider.
Without contacts’ personal data
The assistant can work without contacts’ personal data – it hides names, emails and phone numbers.
The organisation’s AI key
The administrator enters a key for the whole organisation. The contract with the AI provider is then held by the organisation, not by an employee. Optionally, users may also use their own key.
Owners know when it is switched on
Switching on the AI assistant is emailed to the organisation’s other owners and appears in the “Settings changes” overview.
What the assistant works with
Your organisation chooses the AI provider.
- Claude
- OpenAI
- Gemini
- Your own OpenAI-compatible server (only at a public https address)
Your own AI tools can be connected to the CRM via MCP.
See how Gradex CRM works
We will show you the CRM on examples from real sales work and go through what your team needs. We set up your organisation in the CRM by arrangement.