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Malik for CRM integrators

Implementation chats, kept in the CRM.

During an implementation, half the agreements live in chats. Malik keeps them in the CRM, answers the client team's 'how do I…' questions and tells you where the process breaks.

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# Implementation · Client team
How it works

Bring him in once. Hand him the work.

1

Add him to the team chats

Telegram groups or Slack channels where the work happens. He introduces himself to the owner privately.

2

Connect the tools

View access to check, edit access to do. Chosen per tool, changeable any time.

3

Let him work

Give tasks in the chat, or let him notice what slips and offer to take it.

Workflows

Implementation without lost agreements

MalikAPP9:41

Keeps chat agreements in the CRM

  • When the client agrees on something in chat, he checks that it made it into a deal or a task.
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Why a coworker

Other AI waits for a prompt. Malik works for the team.

Shared by the team

One coworker for everyone, with the context of every chat he's in.

Careful by default

Only looks where it's risky; changes only what can be undone.

Speaks to the right person

One person's question goes to that person; the owner gets only decisions.

Questions

No. He keeps agreements from getting lost and answers routine questions so your team can focus on the implementation itself.

He moves deals and creates tasks with edit access. Settings and money — only through people.

amoCRM and Bitrix24.

AI employee in Telegram and Slack

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