Faster AI can help design a practical CRM setup, then prepare changes for review.

What this feature is for

• Faster AI can help design a practical CRM setup, then prepare changes for review.

When to use it

• You know your business process but not which fields, views, or automations to create.
• You want AI to draft the structure and explain tradeoffs.

Do it manually

1. Open Chat from Workspace or Customers.
2. Describe your customer types, sales process, services, and follow-up needs.
3. Ask AI to propose fields, views, duplicate rules, and task workflows.
4. Review the proposal before applying changes.
5. Test the setup with a few sample records.

Ask Faster AI

Design a CRM setup for my [business type]. Include People, Companies, Opportunities, fields, layouts, duplicate matching, saved views, and follow-up tasks. Explain what you need from me before applying changes.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of set up crm with faster ai.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Configure CRM fields and layouts
• Use the customer command menu