Kit De IA For RD CRM By Pluga

At Pluga, the AI Kit acts as an intelligent, intermediate step within your sales funnel. It receives data from RD Station CRM or other tools, processes the information using artificial intelligence in a completely visual way — without requiring you to write prompts or manually configure APIs — and sends the response back to update your deals. This unlocks powerful use cases for sales teams, such as: Automated Lead Qualification (ICP) — A lead is captured and evaluated by the AI Kit based on your ideal customer criteria. If qualified (ICP), a new deal is automatically created in the RD Station CRM funnel with organized data. Notes and History Summarization — A deal moves forward in the funnel. The AI Kit reads and synthesizes long histories, emails, or complex interaction notes, logging a direct summary to speed up the salesperson's next approach. Data Extraction for Custom Fields — Messages or emails from leads are analyzed by the AI Kit. It identifies crucial information (such as job title, pain points, or phone number) and automatically fills in the custom fields of the deal in the CRM.