CRM WorkFlow: Please help · AI Automation Society

CRM WorkFlow: Please help

"Hello everyone! I just joined AIS last week and I'm currently wrapping up my 7-day challenge.

I have a potential client who wants to pay me to set up a workflow for their business. Their main goals are being able to use the CRM via voice commands from their iPhone, and setting up automated follow-up reminders to keep things organized.

Given those requirements, which CRM integrates best with Cowork? Also, does anyone have a relevant workflow example or setup they’d be willing to share? Thanks in advance!"

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