Monica CRM
Integrates AI assistants with Monica CRM, enabling comprehensive management of contacts, activities, and tasks.
소개
An AI assistant-friendly server that bridges the gap between AI chat interfaces and your Monica CRM instance. It wraps Monica's REST API, providing a rich set of tools and resources designed to let you seamlessly search contacts, inspect timelines, capture notes, and manage tasks, all without ever leaving your assistant's chat. This streamlines personal CRM interactions and ensures you stay on top of your relationships and commitments.
주요 기능
- Comprehensive contact search, creation, and management
- Financial tracking for gifts and debts
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- Activity tracking for meetings, calls, and conversations
- Relationship and group management
- Centralized task and reminder scheduling
사용 사례
- Interacting with Monica CRM data directly from an AI assistant
- Automating personal CRM tasks and follow-ups
- Streamlining contact, activity, and task management within a chat interface
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