This task can be performed using Item
The AI CRM that actually does the work
Best product for this task
Item
crm
Item is an AI-native CRM built to do sales work not just track it. From qualifying leads and updating deals to sending emails and building reports, Item turns plain text commands into real results. No clunky dashboards, no endless manual data entry just sales execution, automated.
What to expect from an ideal product
- Type simple commands like "send weekly sales report to team" and Item AI CRM generates and emails the report without you touching spreadsheets or dashboards
- Set up email sequences that trigger based on deal stages - when a lead moves to qualified, Item automatically sends the right follow-up message and updates your team
- Ask Item to "show me this month's pipeline report" and it pulls real data, creates charts, and can instantly email the summary to managers or clients
- Schedule recurring reports that get built and delivered on autopilot - monthly revenue summaries, lead conversion rates, or team performance updates all happen without manual work
- Connect your email campaigns directly to sales data so when deals close or leads respond, Item updates records and sends the next report with fresh numbers
