When data is too much but confusing to make decisions

In small businesses, business owners often have to do it all: check reports, track customers, see advertising effectiveness, and then think about how to optimize marketing.

Data is available, but scattered everywhere – from CRM, email, to Google Ads. Every time you need numbers or reports, you have to manually compile them yourself, or wait for your staff to send you an Excel file.

That's when you need a virtual assistant that understands the entire system – that can answer, analyze, and suggest actions based on your own business data.

GTG CRM AI Assistant – The second brain of your business

AI Assistant is a feature that is directly integrated into GTG CRM, acting as a smart virtual assistant to help you:

• Quickly answer business questions right in the CRM system.
• Marketing strategy suggestions & sales based on real data.
• Supports optimizing content, advertising, and operations.
• Provide action suggestions without the need for technical staff.

All with just a natural language question – no formulas, no code.

Examples of what you can ask AI Assistant

• “How many new customers did we get this week?”
• “Which customers should I take care of?”
• “Suggest keywords for me to run Google Ads”
• “Suggest Facebook captions for skincare products.”
• “How many ad campaigns have I run this month?”
• “Suggest automation scripts for taking care of old customers.”

AI will read the data, analyze the context, and return appropriate results or suggestions.

If needed, you can continue the conversation to refine the answer without having to start over.

How to use AI Assistant in GTG CRM

Step 1: Open AI Assistant

After logging in Enter GTG CRM, in the main navigation bar, select

A chat window will appear next to the CRM interface, ready to receive your commands.

Step 2: Ask a question or request

Type your question in natural language – for example:

“Show this week’s sales report.”

“Create a new email subject for the Black Friday campaign.”

“Which customers need follow-up in the next 3 days?”

The AI will process the request and return the results directly in the window chat.

Step 3: Fine-tune and learn by context

AI Assistant learns from how you operate – the more often you use it, the better it understands how your business works and the more accurate its suggestions become.

Benefits of using AI Assistant

• Save time: No need for manual searching, AI synthesizes data in seconds.
• Make quick decisions: Based on real data, not emotions.
• No technical expertise required: Business owners can still analyze and optimize strategies like a pro.
• Increase your marketing effectiveness & sales: Specific suggestions for headlines, content, campaigns, and next actions.
• Simplify operations: Turn GTG CRM into a real “right-hand man” in management and decision-making.

Conclusion: Virtual assistants know all about your business

AI Assistant is not just a chatbot, but a “companion” that understands your data, customers, and campaigns.

From quickly answering business questions, to suggesting marketing, sales, and operations strategies — AI Assistant helps you work faster, more accurately, and more confidently in every decision.