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CRM Integration
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Zoho CRM
Connected
Auto-sync call notes
Update deal stages
Create follow-up tasks
Knowledge Base
Upload docs, pricing sheets, playbooks — the AI uses these during calls
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Call reminders
Get notified 5 minutes before scheduled calls
AI suggestions summary
Daily digest of your AI suggestion usage
Deal stage changes
Notify when deals move to a new stage
Team performance alerts
Weekly summary of team metrics
AI Preferences
Customize how the AI copilot works for you
Security
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Danger Zone
Irreversible actions