CRM and tasks - by voice in Telegram
A CRM only works when people fill it in. It's easier for an employee to say it than to open an app and look for the right record. The assistant fills in the CRM from what they say.
1. Task: buy the cable for the “Sosnovka” project
Assignee: Sergey
Due: Friday, 6:00 PM
2. Expense: $60, fasteners
Project: “Sosnovka”. Paid by: the owner
On Thursday I'll remind Sergey about the deadline. If the task isn't closed on Friday, I'll message you.
Now
Sound familiar?
- You have a CRM, but it's empty: there's no time to fill it in and it's inconvenient.
- Tasks are handed out in chats and get buried under new messages.
- The owner hears about a missed deadline from the client.
- On site or on the road there's no computer at hand.
With the assistant
What the assistant does
- Understands voice and text: “give Alex a task due Friday”, “log an expense”, “move the deadline to Monday”.
- Before saving, shows you what it understood - you confirm with one button.
- Reminds the assignee about the deadline, and reports overdue tasks to whoever set them and to the owner.
- Shows tasks, projects, contracts and money in an app inside Telegram - no separate programs or passwords.
- Gives everyone their own access level: an assignee sees their own tasks, the owner sees everything.
See an example
The button opens Telegram. There, a bot with fictional data walks through an instruction like this step by step. You don't need to enter anything.
Common questions
What stays with people?
What to assign and to whom is the owner's decision. The assistant doesn't create tasks on its own and doesn't close them for the assignee.
What do we need from you to launch?
A list of employees: who assigns tasks to whom and who sees what. What you keep in the CRM: clients, projects, contracts, payments. Telegram on your employees' phones. Other messaging apps - on request.
We already have a CRM. Will it work?
Yes. We build into the CRM you already have. If you don't have a CRM (a system for keeping track of clients), we set up our own, with a Telegram bot.
What if an employee puts it vaguely?
The assistant will ask again or show what it understood. Until the “Save” button is pressed, nothing changes in the CRM.
Book a free discovery call
Tell us what slows your work down. We'll suggest which parts of it an assistant can take on.
- 1You leave your contact details and a few words about what gets in the way.
- 2We get in touch and agree on a time.
- 3A 30-60 minute call: what the assistant can take on and what it would cost.
Your request is answered personally by the founder, Vladimir Vasilev.
Or contact us directly: message us on Telegram (@ByeRoutine) ↗