AI CRM Updates
Heard on the Call. Saved with One Click.AI CRM data entry that suggests contact updates and waits for your yes.
When a customer gives a new email, job title or address on a call, SIYA suggests the update as an AI Action. You see the current value, the new one and the words it came from, then accept or reject. Nothing on the contact changes until a person says yes.
- Old and new value side by side
- The quote it came from
- Nothing changes without you
How it works
- The customer mentions itA new email, title or address
- SIYA spots the changeOnly in name, contact and address fields
- Suggested in your feedOld value, new value and the quote
- You reject itThe contact stays as it wasYou accept itUpdated, with both values logged
Clean Records Without the Typing.
New emails, titles and addresses mentioned on calls are suggested for you, not lost in a recording.
Each suggestion waits for a person to accept or reject it. Nothing updates by itself.
See the words the customer said, the current value and the proposed one before you decide.
Accepted changes are logged with both values, who accepted them and where they came from.
Clean Data in Three Steps.
Take Your Calls
Each recorded call is analyzed after it ends. Reps don’t press anything.
Review the Suggestions
Open your feed or the call to see each suggested update, with the old value, the new value and the quote.
Accept or Reject
Accept one, a few or the whole batch. Accepted changes are written to the contact and logged.
What Is AI CRM Data Entry, and Who Stays in Control?
AI CRM data entry turns what customers say on calls into updates for your CRM, so reps don’t have to type them in. In Adoptiv, the updates are suggestions: nothing on an existing contact changes until a person accepts it.
SIYA, Adoptiv’s AI trained on millions of real sales calls, reads each analyzed call for details the customer gave, such as a new email address, a job title or a move to a new city. Each one becomes an AI Action in your feed showing the current value, the proposed one, how sure SIYA is, and up to 500 characters of what was actually said.
It sticks to nine fields: first and last name, email, job title, address, city, state, postal code and country. Anything else is dropped before a suggestion is made, so a number read out on a call can never become an edit. Suggestions that match what is already there are skipped, and the same change from the same call is never suggested twice.
Accept one and the lead matched from the call’s phone numbers is updated, and a change entry records both values, who accepted it and where it came from. That is how automatic CRM updates should work: the typing is done for you, and the decision stays yours. Promised callbacks and meetings become AI action items instead.
AI CRM Updates, Checked by a Person.
Name, email, job title and address changes heard on a call, suggested for you.
Each suggestion shows the current value next to the proposed one.
Up to 500 characters of what was said, kept with each suggestion.
Less certain suggestions wait behind a toggle, so the list starts with the strongest.
Take a whole batch at once; more than five asks you to confirm first.
Both values, who accepted and where it came from, logged on every accept.
For Teams That Would Rather Talk Than Type.
CRM Data Entry Automation vs Typing It in Later.
| What | Reps updating records by hand | With Adoptiv |
|---|---|---|
| New details from a call | Reps updating records by hand: Typed in later, if remembered | With Adoptiv: Suggested from the call automatically |
| Checking a change | Reps updating records by hand: Trust the rep’s notes | With Adoptiv: See the quote and the old value first |
| Who decides | Reps updating records by hand: Whoever is typing | With Adoptiv: A person accepts or rejects each one |
| Duplicates | Reps updating records by hand: The same change typed twice | With Adoptiv: Never suggested twice from the same call |
| Fields covered | Reps updating records by hand: Any field | With Adoptiv: Nine name, contact and address fields |
AI CRM Updates Questions, Answered.
What is AI CRM data entry?
Using AI to fill in CRM records from what customers say, instead of reps typing it. In Adoptiv, SIYA suggests contact updates from each analyzed call, and a person accepts or rejects each one.
Which fields can it update?
First name, last name, email, job title, address, city, state, postal code and country. Anything else said on a call, such as an account number, is never turned into a suggestion.
Does it change records automatically?
No. Every suggestion waits for a person. Accepting one updates the contact; rejecting it leaves the contact as it was.
Can I undo an accepted change?
There is no undo button, but the change log keeps both the old and the new value, so the old one can be typed back.
What if SIYA isn’t sure?
Each suggestion carries how sure SIYA is. Less certain ones are tucked behind a toggle, so your review list starts with the strongest.
How do I update my CRM from calls automatically?
Record your calls in Adoptiv. After each call, SIYA suggests contact updates from what was said, and one click accepts each one.
Why wasn’t a suggestion made for something the customer said?
Suggestions only cover nine name, contact and address fields, and are skipped when the value already matches the contact.
What if the call isn’t linked to a contact?
Accepting is refused with a message, rather than writing to a contact it guessed.
How is this different from AI action items?
This updates details on a contact. AI action items create work instead, such as a callback or a meeting.
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