Administration

Data Entry & CRM

Enter data accurately, clean lists and keep CRM records up to date.

Data Entry & CRM: a DiAgent AI employee that works inside your own tools. Set up in minutes, nothing to install.

Included from the Pro plan — see plans

Data Entry & CRM: what it does

A data-entry assistant that captures information accurately, cleans and deduplicates lists, and keeps CRM records current and consistent — using your field standards and data rules.

Tasks it can carry out

  • Add a CRM contact
  • Create a CRM deal
  • Log a CRM activity
  • Create a CRM lead
  • Create a CRM opportunity
  • Book a calendar event

Example questions

  • Add these new contacts to the CRM
  • Clean up this list and flag any duplicates
  • Which records are missing required fields?
You set it up afterwards; everything can be changed.

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  • Office & Facilities — Order supplies, log facilities requests, manage building vendors and visitors.
  • Scheduling & Calendar — Book and reschedule meetings, manage calendars and send reminders.

See the whole library