How it works
Seven ideas explain almost everything ainocrm does. Read these once and the rest of the product makes sense.
1. You talk, it files
You don't have to fill in a form for an opportunity. You tell Aino what happened, in chat or out loud, and it works out which company, people and opportunity you mean. Emails from a connected mailbox or sent to the log address go through exactly the same filing, so the result is the same however the information arrives.
2. It acts, then tells you
When Aino is sure, it makes the change straight away and tells you what it did ("I logged the call and moved it to Negotiation"). When it is not sure — two opportunities with similar names, a company it doesn't know — it asks a short question with buttons and waits for you. If it got something wrong, just say so: "undo that", "move it back".
It asks for confirmation before only a few things: deleting an opportunity, saving or deleting an automation, creating a company or opportunity when the name is unclear, and setting a deal value that disagrees with the products on the deal.
3. Every way of changing an opportunity follows the same rules
An opportunity changes when someone says so in chat, when a filed email says so, when an automation does it, or when someone corrects a field by hand on the deal card. The same rules apply each time, and the opportunity's history shows who or what made each change.
Two rules protect what people entered: an email only fills in a value or date that is still empty (it never overwrites one), and a person can always correct anything, in chat or with the pen beside the field.
4. Stages move on their own
Your company defines the stages a deal goes through and what each stage requires (for example a deal value, or a decision-maker). As soon as an opportunity has everything the next stage requires, it moves there by itself. You can still move it yourself, also backwards. See Your opportunities and Your sales process.
5. Your chats and tasks are private
Your conversations with Aino and your task list are yours alone, whatever role the other person has. A leader who opens your opportunity sees its stage, value, contacts, history and updates, but not your chats or tasks. Companies and contacts are shared by the whole team. See Who can see what.
6. Stale data is called out, not hidden
Opportunities that go quiet, sit in a stage too long, miss required information or have a close date in the past are flagged on the dashboard. Stalled ones count for less in the forecast, and ones with no close date or a past one are left out of it until the date is fixed. One that stays silent for twice your company's cleanup period is archived automatically; new customer activity brings it back. See Tasks, inbox & alerts.
7. Your company shapes it
Stage names, requirements, products, prices and currency are your company's own. Optional features are off until your admin switches them on. See Switching features on.