Calculus AI

What is Calculus AI

Calculus AI is an AI-driven tool integrated within Vtiger CRM that enhances productivity by offering intelligent recommendations and instant insights. It leverages Natural Language Query (NLQ) to provide actionable business advice and helps marketing, sales, and customer service teams interact effectively. With conversation analysis and intelligent nudges, it aims to improve decision-making and customer engagement, streamlining the workflow across various customer-facing roles.

Key Features of Calculus AI

- Market, Sell, and Support Integration: Combines marketing, sales, and support functions in an all-in-one CRM.

- Integration with Popular Tools: Integrates with over 500 apps, including Google Workspace and Microsoft Teams, making it easy to work within your existing framework.

- Low-code Platform (VTAP): Provides a low-code platform within the CRM for customization and automation tasks.

- Leads and Contacts: Manage leads and contacts effectively.

- Playbooks: Use predefined strategies to guide sales processes.

- Sales Funnels: Track sales progress through various stages.

- Process Designer: Design and automate sales processes.

- Documents: Store and manage sales documents.

- Appointment Pages: Allow clients to book appointments easily.

- Email and Print Templates: Use customizable templates for communication

- Deals: Track and manage deals through their lifecycle.

- Forecast & Quota: Set and track sales forecasts and quotas.

- Deal Room: Centralized space for deal-related information.

- Inbox: Centralized email management.

- CPQ (Configure, Price, Quote): Simplify the process of configuring quotes and pricing.

- Calculus AI: Provides recommendations and insights based on data.

- Chatbot: Build and manage custom chatbots.

- Prompt Builder: Create prompts for AI interactions.

- Bot Management: Oversee chatbot functionalities.

- Performance Insights: Analyze team and individual performance.

- Reporting: Generate detailed reports.

- Dashboard: Visual dashboards for real-time analytics.

- Internal Collaboration: Tools for effective team communication.

- Calendar and Events: Schedule and track events.

- Video Conferencing Integration: Integrates with video conferencing tools.

- Cases: Manage customer service cases.

- SLAs: Define and track Service Level Agreements.

- Customer Portal: Self-service portal for customers.

- Live Chats: Real-time customer support.

- Emails: Automate email marketing campaigns.

- Webforms: Capture leads through web forms.

- Social Module: Manage social media interactions.

- Landing Pages: Create and optimize landing pages.

- SMS Campaigns: Execute SMS marketing campaigns.

- Short URL: Use shortened URLs for marketing links.

- Projects: Manage and track projects.

- Tasks: Assign and monitor tasks.

- Inventory: Manage inventory effectively.

- Work Orders: Track work orders efficiently

- User Management: Manage user roles and access.

- Approvals: Simplify the approval process.

- Workflows: Automate workflow management.

- Instant Answers: Get instant answers or suggestions directly within the CRM.

- Email Engagement: Improve email subject lines and content creation.

- Customer Service Improvements: Enhance support responses and summarize chat conversations.

- Custom Chatbot: Create chatbots linked to your knowledge base to boost customer engagement.