Feature Introduction
You scan business cards, enter leads from landing page forms, or import entire lists of potential customers into GTG CRM. What happens next? If the answer is "just leave them there, whoever has time will look at them" — you're missing out when the lead is still hottest.
GTG CRM has a set of 13 automated scenarios that cover the entire journey of a new lead: from entering the system, being scored by AI based on your ideal customer profile for fit, being researched and having a personalized opening drafted if the score is high, to automatically running Facebook/Google ads targeting the right people — at the right time, for the right audience, without wasting budget on unsuitable individuals. All of this is contained within GTG CRM's ready-to-use Automation Library, which can be turned on/off/customized to fit your business operations — no programming knowledge required.
Problems Businesses Are Facing
| Old Method | Consequences |
|---|---|
| New leads enter the system without distinguishing their source | Customers who scan business cards, leave form submissions, or import from Excel files are treated the same — losing track of who is at what stage |
| Unsure which leads to prioritize | Sales representatives have to manually read each profile to guess who "seems suitable" — slow and inconsistent across staff members |
| High-fit leads still have to wait for sales to be free before being contacted | The longer you wait, the lower the conversion opportunity — leads go cold while waiting |
| Advertising audiences are disconnected from CRM | Customers who have already purchased or been disqualified continue to receive ads — wasting budget on people who are no longer targets |
| Changing the ideal customer profile only applies to new leads | The entire old contact list retains its previous scores, not reflecting the new criteria |
Highlights
1. Automatically Determine Starting Point Based on Contact Source
As soon as a new contact is created — whether by scanning a business card, filling out a form, importing from a file, or manual entry — the system automatically assigns the correct starting status based on your defined source. No more situations where all new leads look identical regardless of where they came from.
2. AI Learns Ideal Customer Profile & Automatically Scores Fit Level
From the brand information you've provided (industry, target customer groups, core values…), the AI automatically deduces your ideal customer profile — you don't need to manually fill out a complex criteria form. Each new contact is automatically scored for fit based on that profile, and this score is immediately updated in the contact's profile so sales can see who to prioritize contacting first.
3. High-Scoring Contacts Get AI Research & Personalized Opening
For contacts with a high fit score, the system automatically researches to identify potential related problems/needs, then drafts a personalized opening message — sent via email first, followed by Zalo if appropriate — instead of a generic mass email to everyone.
4. Advertising Audiences Automatically Synchronize with CRM
This closes the sales loop — advertising is no longer disconnected from CRM data:
- Synchronize segments to auto ad audiences — a contact entering the right segment in CRM means the corresponding Facebook/Google audience is updated instantly, no manual clicks or waiting for scheduled tasks.
- Automatically exclude people from ad budgets — contacts marked as unsuitable will no longer be included in the targeted ad audience.
- Automatically create "good customer" lookalike audiences — trained on high-scoring relevant customers, not everyone who has ever filled out a form, to find new customers with characteristics similar to your VIP customers.
- Automatically retarget high-scoring contacts who haven't responded to email — a valuable contact missed through email can still be reached via ads.
- Automatically stop ads to customers who have purchased — avoid spending budget to re-engage people who are already customers.
- Automatically check and resynchronize periodically — ad audiences are reviewed and updated cyclically, preventing them from gradually deviating from CRM data over time.
5. Redefine Your Ideal Customer Profile — All Old Contacts Are Re-scored
When you update your ideal customer criteria, the system applies it not only to new contacts but also automatically re-scores your entire existing contact list based on the new criteria. This ensures that new exclusion rules are effective for pre-existing contacts as well.
Benefits for Your Business
| Feature | Real-life benefits for you |
|---|---|
| Automatic lead source classification | Know exactly where your leads come from and treat them appropriately from the start |
| AI learns customer profiles & scores suitability | Sales knows exactly who to prioritize calling, no guesswork required |
| Automatic personalized opening for high-scoring leads | First contact at the right moment when the lead is "hot," no waiting for sales to be free |
| Ad audiences automatically synced with CRM | No wasted ad budget on people who have already purchased or been excluded |
| Automatically create lookalike audiences from good customers | Find new customers with the characteristics of your VIPs, not just anyone who filled out a form |
| Re-score all contacts when criteria change | No need to manually review old contacts every time you change your ideal customer profile |
| All 13 scenarios are in the Automation Library | Turn on/off/customize each scenario individually to match your sales process — no programming knowledge needed |
Who Is It For?
- Businesses with a high volume of leads from various sources (forms, business cards, imports, ads) that need a consistent processing workflow instead of manual handling for each source.
- Sales teams who want to know immediately who to prioritize contacting, rather than manually reviewing each profile to guess.
- Marketing teams running Facebook/Google ads who want their audiences to always match the latest CRM data, avoiding wasted budget on people who have already purchased or been excluded.
- Businesses that frequently adjust their target customer profile and need to apply those changes to their entire old contact list, not just new leads.
How to Get Started?
All 13 scenarios are readily available in GTG CRM's Automation Library, pre-disabled by default so you can proactively enable only what you need:
- CRM → Contacts → Automation tab: enable scenarios for source classification, suitability scoring, and personalized openings.
- Marketing → Smart Segments → ⚡ Automation button: enable scenarios for ad audience synchronization, exclusion, lookalike creation, and retargeting.
See detailed step-by-step instructions in the guide to Automatic Lead Scoring & Remarketing.
ℹ️ Note: steps that involve AI (customer profiling, scoring, research & writing introductions) incur credit charges based on actual usage. Synchronizing advertising audiences requires a workspace connected to the corresponding Facebook/Google advertising account.
Try for free — no credit card required.
