Let AI update customer records and carry out the next task.

What you can do with Addness CRM

1. 01

   Create lists by asking AI

   Describe what you want to track and let AI create the list

   • Ask an AI agent to manage prospective business customers. It creates a list and stages.
   • Ask it to import customers from a spreadsheet, then request a daily update to assign responsibility for keeping the list current.
   • Ask it to advance customers through their stages. The AI agent reviews everyone, updates stages, creates Goals and addresses flagged issues.
   I want to track prospective business customers

   Putting the stages together...

   Business prospectsActive

   Stages

   InquiryMeetingQuoteApprovalClosed wonEnded

   From there just ask, in order: "import the customers from the spreadsheet", "update every morning", "advance the funnel"

   Say "I want to track prospective business customers" and the list and its stages appear

2. 02

   Customer tables

   Focus the list on customers who need action today

   • Each customer has a row with stage, next action, contacts, last activity, owner and metrics. Add up to 20 metric columns and edit their cells directly.
   • Find customers who need attention using 5 flags: stalled, overdue, possible duplicate, unreachable and no open Goal.
   • Today's suggestions turn flags into requests. Select the AI request action on a row to generate instructions that include the customer's name, then hand them to Claude Code or Codex.
   Business prospectsAct on today

   CustomerStageDaysFlag

   Acme Inc.Quote14dStalled

   Beta TradingMeeting2d

   Gamma IndustriesApproval9dOverdue

   Delta HoldingsInquiry1d

   Epsilon WorksMeeting21dUnreachable

   Up to 20 metric columns, cells you can type into directly, and a filter that lives in the URL so you can share it as is

   Filter to "act on today" and only the customers who need a move stay in the table

3. 03

   Customer details and history

   See who changed a stage, when and why

   • Stage changes are recorded in an append-only history with the person or AI responsible, the time and the reason.
   • Contacts for email, phone and LINE record only whether the customer can be reached and what each address is for. When and where the last interaction happened is shown as the last activity.
   • Choose from 3 permission levels: viewer, editor and owner.
   Acme Inc.Quote / 14 days

   ActivityHistoryRelated GoalsDetails

   Claude CodeSep 24, 7:02

   Moved the stage from "Meeting" to "Quote"

   Reason: The Sep 22 meeting notes said "send the quote"

   TanakaSep 22, 18:40

   Created the related Goal "Prepare quote options A and B"

   Claude CodeSep 20, 7:01

   Added the "stalled" flag

   Reason: 14 days since the last activity

   Entries cannot be rewritten. To correct an AI's decision, read the reason first

   Whether a person moved it or an AI did, the reason stays on an append-only record