AI Chat
Ask your CRM anything. Get answers in seconds.
Lineer's AI Chat lets you talk to your sales data the way you'd talk to a colleague. Ask questions, get insights, and trigger actions through natural conversation.
Your CRM has the answers. Finding them shouldn't take 10 minutes.
You know the information is in there somewhere. The last email to that prospect. The deal stage for that account. The notes from last quarter's meeting. But finding it means clicking through tabs, running reports, and scrolling through activity logs. Lineer's AI Chat puts all of it one question away.
Get instant answers from your data.
Ask about a contact's history, a deal's status, or a company's recent activity. Chat pulls from your CRM, your emails, and your notes to give you a complete answer in plain language.
Your Q1 pipeline is strong. Here's a summary:
- 38 active deals worth $2.4M total
- 12 deals closing this month ($840K)
- Win rate is up 8% from last quarter
Want me to drill into any specific stage?
Do things, not just find things.
Chat isn't just for reading. Ask it to draft an email, create a task, update a record, or add a note. It understands what you need and executes it within your workspace.
Sending follow-up email to Jane Cooper at CloudPeak...
Subject: Following up on our proposal
Preview: Hi Jane, I wanted to follow up on the proposal I sent last week regarding...
Conversations that remember.
Chat maintains context across your conversation. Ask a question, then follow up with "what about their competitors?" and it knows exactly what you're referring to. Keep multiple threads open for different deals or topics.
Based on email opens, clicks, and replies, your top 3 most engaged contacts this week are:
- Sarah Chen (Acme Corp) — 5 opens, 2 replies
- James Wilson (TechStart) — 4 opens, 1 click
- Maria Garcia (Finova) — 3 opens, 1 reply
Sarah Chen's deal at Acme Corp:
- Stage: Negotiation
- Value: $240K
- Expected close: Feb 20
- Last activity: Replied to your email 2 hours ago
How sales teams use AI Chat.
Pre-call prep
Get a full briefing on a prospect in 30 seconds. History, recent activity, deal stage, and open tasks, all from a single question.
Pipeline reviews
Ask for a summary of your pipeline by stage, by value, or by last activity. No reports to build.
Quick updates
Add notes, log calls, or update deal stages without leaving your conversation.
Team handoffs
Get a complete picture of a contact before taking over. Ask Chat to summarise everything your colleague has done with them.
Stop searching. Start asking.
Book a demo and see how AI Chat makes your CRM faster to use.
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