Watch the Webinar: Practical AI and Automation in eWay-CRM
AI is easy to demonstrate. The more interesting question is what you can actually build with it. In our AI in eWay-CRM webinar, Jan Lalinský and Jan Martinek show practical AI and automation projects delivered for clients and explain how they work with eWay-CRM.
The recording is now available to watch.
What can AI and automation do with eWay-CRM?
Many companies already have useful information in their CRM, emails, meeting notes, and other systems. The challenge is making better use of that information without spending unnecessary time searching for it or copying it between systems.
This webinar takes a practical approach. Jan Lalinský and Jan Martinek walk through real projects delivered for clients, the problems behind them, and how AI and automation are used together with eWay-CRM.
The recording covers examples such as:
- Communicating with eWay-CRM through a chatbot to get information about sales opportunities, projects, or what is happening across the company.
- Automating meeting notes and their analysis, including extracting key information so valuable knowledge does not remain only with individual consultants.
- Analyzing a company’s financial health using publicly available data directly from the client’s profile in eWay-CRM and preparing an AI-generated overview for a meeting.
- Finding contact details online for specific people and saving the information to eWay-CRM together with a link to the source.
- Automating proposals and other documents based on incoming emails or customer requests.
See the projects in the webinar
If you’ve been wondering what could be automated in your own processes, or whether tools such as Copilot, Power Automate, or Make could help, the recording offers practical examples to start from.
It’s especially relevant for managers, business owners, sales teams working with eWay-CRM, Microsoft 365 and Copilot users, and companies looking to connect eWay-CRM with other systems.
