CRM development
CRM development was part of our team's work for Good Designs. A CRM project starts with the information the business needs to keep and the people who need to use it.
CRM development and AI assistance for Good Designs
Our team's work with Blake Good at Good Designs covers CRM development and AI assistance. The work brings together business records and the question of where AI can help with a particular task.
What the work covered
The services provided for Good Designs, working with Blake Good.
Help with a defined task
AI assistance was also part of the work. We consider the task it will support and what a person needs to check before using the output.
A CRM with a clear role for AI
Customer records need a dependable home. AI assistance should support a defined task, with the right checks before its output is used.
The CRM keeps the customer and business records. AI assistance can support a particular task within the workflow, but it needs suitable source information and a way for someone to check the result. For a similar project, we discuss the records and permissions first, then where assistance would be useful.
Bring a sample of the records your team keeps, with personal information removed, and an example of the task you would like AI to help with. We can discuss whether the work belongs in the CRM, a separate application or an integration, and what needs human approval.
Explore Custom CRM development, AI integration, AI consulting, API integrations if you are considering similar work.
Questions about this work
Planning something similar? These are useful starting points for the conversation.
What work has your team done for Good Designs?
Our team's work with Blake Good at Good Designs covers CRM development and AI assistance.
Does every CRM project need AI?
No. A CRM can solve a records or workflow problem without AI. We consider AI separately when there is a defined task, suitable source information and a way to check the result.
Do we need to replace our CRM to add AI assistance?
Not necessarily. We first look at the existing CRM, access permissions and the task you want to improve. An integration may be enough, or the CRM itself may need attention first.