Say It. CRM Simple Does It.
The Ask AI bar understands plain English. Type what you want—from navigating pages to filtering customers and deals—and CRM Simple takes care of the rest. No memorizing commands. No clicking through menus.
Navigation Commands
Jump to any part of CRM Simple instantly—no clicking through menus.
"Show my dashboard"
Goes straight to your main dashboard with stats and highlights.
"Go to customers"
Opens the full customer list. Works with "clients" or "contacts" too.
"Open the pipeline"
Takes you to your sales pipeline view. Also works with "show my leads".
"Take me to settings"
Opens your workspace settings page directly.
"Go to support tickets"
Opens the support ticket management section.
"Add a new customer"
Takes you directly to the new customer form, ready to fill in.
Customer Commands
Find, filter, and manage customers without touching a search box.
"Show me all customers"
Opens your complete customer list. Perfect for a quick overview of your entire contact base.
Also works: "list my contacts", "show all clients", "view customers"
"Find Acme Corp"
Searches for a specific company and shows their profile, pipeline status, and recent activity.
Also works: "look up Acme", "search for Acme Corp", "find customer Acme"
"Show customers added this month"
Filters your customer list to show only recently added contacts—great for tracking new leads.
Also works: "new customers this week", "recent contacts"
"Create a new customer called TechStart Ltd"
Opens the new customer form pre-filled with the company name—skip the blank page entirely.
Also works: "add client TechStart", "new contact TechStart Ltd"
Pipeline & Deal Commands
Filter and navigate your sales pipeline by stage, value, and status.
"Show my pipeline"
Opens the sales pipeline with all active deals across all 6 stages.
Also works: "show all deals", "view my leads", "open sales pipeline"
"Show customers in the proposal stage"
Filters the pipeline to show only deals in the Proposal stage. Replace "proposal" with any stage name.
Stages: Lead, Qualified, Proposal, Negotiation, Closed Won, Closed Lost
"Find deals worth more than £10,000"
Filters your pipeline to high-value opportunities. Great for prioritizing where to spend your energy.
Also works: "show big deals", "high value opportunities", "deals over 5000"
"Show won deals this month"
Displays all closed-won deals for the current period. Use it to celebrate wins and track revenue.
Also works: "show closed won", "deals we've won", "won opportunities"
"Find deals closest to closing"
Sorts your pipeline by opportunity score, showing your hottest deals first.
Also works: "best opportunities", "most likely to close", "hot deals"
"Show deals in negotiation"
Filters to show only deals currently in the negotiation stage—your most critical active discussions.
Works for all stages: Lead, Qualified, Proposal, Negotiation, Closed Won/Lost
Action & Follow-Up Commands
Stay on top of overdue and upcoming actions without digging through records.
"Show upcoming follow-ups"
Lists all customers with actions due soon, sorted by due date. Overdue items are highlighted in red.
Also works: "what's due today", "upcoming actions", "pending follow-ups"
"Show overdue actions"
Filters to show only overdue follow-ups so you can catch up on missed actions immediately.
Also works: "what's overdue", "missed actions", "late follow-ups"
"What needs a follow-up this week"
Shows your week's action plan—all customers needing attention before the week is out.
Also works: "this week's actions", "follow ups this week"
"Show customers with no next action"
Finds deals that don't have a next step set—your pipeline blind spots that need attention.
Also works: "deals without actions", "stalled opportunities"
Settings & Account Commands
Navigate to any settings page with a single natural language command.
"Open settings"
Goes to your workspace settings page.
"Manage users"
Opens the user management section to add or manage team members.
"Show email templates"
Opens your email template editor to customize follow-up messages.
"Manage subscription"
Takes you to billing and subscription management.
"Go to support"
Opens the support ticket list to review customer issues.
"Switch workspace"
Opens the workspace selector to switch between different accounts.
How the Ask AI Bar Works
Powered by Google Gemini AI for accurate natural language understanding
You type your request in plain English
No special syntax. No command names to memorize. Just type what you want to do as you'd say it naturally.
Gemini AI interprets your intent
The AI understands context, synonyms, and ambiguity. "Show my deals", "open pipeline", and "list opportunities" all mean the same thing.
CRM Simple acts on the command
You're taken directly to the right page, with the right filters applied. In most cases, one command gets you exactly where you need to be.
Try It Yourself
The best way to understand Ask AI is to use it. Start free—no credit card needed.
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