AI Insights and Automation
How Crezva AI surfaces relationship insights and automates follow-ups.
AI Insights.
Crezva AI analyzes your contact and deal data to surface actionable insights.
What AI Tells You.
- Stale Deals. Deals with no activity in 14 plus days — at risk of dying.
- Follow-up Suggestions. Contacts you have not spoken to in 30 plus days.
- Win Probability. AI estimates close likelihood based on deal velocity and engagement.
- Best Time to Reach. Based on past response patterns, when to email or call.
Automated Reminders.
Set rules: if a deal sits in one stage for more than X days, get a notification. Never let a deal go cold because you forgot.