Setting Up Automations

Last Updated 23/05/2025

The Automations tab is where you can set up and manage the features that help Neexa run your sales operations on its own. It covers two core tools: the CRM and Database.

About Database
Through intelligent, natural conversations, the Data Collection feature allows your AI to gather key customer information, like emails, phone numbers, names, and more, while interacting in a human-like way.

📘 Related Resources

Data Collection and Database: Setting Up Automations

About CRM
Neexa’s Autonomous CRM helps you stay on top of your sales pipeline by making smart decisions based on conversations. It knows when to follow up with a prospect, when to ask for your help, and when to close or mark a lead as lost, all without manual effort. That way, leads keep moving and your pipeline stays active, even when you’re not online.

📘 Related Resources

Autonomous CRM: Setting Up Automations