Jeffrey AI is an easy and effect form of automation for your marketing & CRM (Customer Relationship Management). Use Jeffrey to make your own custom sales pipeline, save your sales team time by dictating the activates required to move to the next steps. You can also customise which notifications to receive so you only receive the information when you need to. Jeffrey saves your business time by only sending high qualified leads to your sales team, (you can customise the requirements). This gets rid of the wasted time chasing dead-end leads.

Marketing automation

^{Jeffery AI can be set to send your customers promotional emails at custom timings. Increase your sales by sending promotions to leads who are on the fence, stop losing leads start gaining loyal customers.}

Customer Relationship Management (CRM)
Let Jeffrey respond to all email inquiries based on what was sent. Provide tailored responses. The time will no-longer hold your business back from being responsive to customers. This email automation makes sure you don’t lose a potential lead by having delayed responses. Let Jeffrey start your customers journey through your sales pipeline and help every step of the way.

Sales Pipeline
Customise the sales pipelines for your business. You know your business better than anyone else, tailor the pipeline to meet your businesses needs and maximise revenue. Choose the journey your customers will take before making a purchase.

You will need to decide what account you would like Jeffrey to run from. Then launch Jeffrey, and go to settings, put in the email address and password of the account you would like to use. Input the sales persons details, this is the person who will be taking over the qualified leads. Then you will need to fill out the details of the sales manager, this is the person that will be overseeing the account.  

Open the leads tab and enter your leads either by uploading a CSV file or manually entering the details of your leads. Once this is done you are ready to start. 

Anyone with a device which can use a web browser.

You will be sent an email notifying you when a lead becomes qualified. This is also affected by your set notification settings so you can be informed when you see fit.

A number of KPI’s will be recorded and they can be found on the dashboard of Jeffrey AI. The KPI’s can be viewed by different time periods, users can see;  

• Number of new contacts
• Number of new organisations
• Number of messages and their engagements details
• Opportunity’s and their status
• Team Productivity
• Email engagement’s (Sent & Received)

You can change your subscription by going to “Profile” and then click on “Subscriptions”, from here you can change what plan you are on. If you have any questions about your account please email customersupport@jeffreyai.com

If your questions were not answered here, please email at customersupport@jeffreyai.com or message us on our social media.