Scriptera45 scenarios


3A booked meeting — a CRM task and a reminder

3A paid invoice moves the deal in your CRM

2Auto-enrich new CRM companies with a brief

3A task and an alert on every deal move in your CRM

4Lead scoring and routing: hot leads straight to sales

3Pitch an upgrade at the exact moment a customer outgrows their plan

3Inbound leads scored, with alerts and draft replies for the hot ones

5The follow-up after a meeting — written for you

3Form leads into the CRM: no duplicates, with a score and an alert

4New-lead handling: CRM entry, team alert and reminder

3Cold deals close themselves — and bring back feedback

2CRM contact lookup right inside your team chat

2Stalled deals bring themselves back to life

4Compare each proposal against your winners and find the gaps

4Client onboarding from a single form: folder, contact, channel, tasks

4High-value lead alerts — to chat, sheet and calendar

3Sales cycle analysis and recommendations — automatic

2Business card into your address book with one photo

3Hiring spikes at your accounts — straight to team chat

3Scoring and routing leads from form submissions

3A hiring signal — into a ready sales lead automatically

4Morning briefs for your meetings — who and where from

5Capture and route leads from every channel

4Client renewal reminders — ahead of time

3Re-engage stalled leads with a ready-made email

2A client deck built from a call recording — automatically

3Enrich leads and get alerts on strong ones

4Automatic follow-ups on stalled deals

2Turn website chat into qualified leads in your CRM

4A sales leaderboard with a personal word to the team — automatically

3Score event RSVPs and route them to sales

4Meeting prep that arrives on its own — contact, deals, company and talking points

3Website leads — enrichment, scoring and routing to CRM

2Step-by-step customer onboarding — the whole first week on autopilot

4Re-engaging quiet clients — weekly, without manual tracking

5Client onboarding after a won deal

4Automatic follow-ups for prospects who went quiet

2A chat that captures the lead and books the demo

3Incoming lead sorting and routing — automatically

4Lead verification, enrichment and sorting — automatically

3Manage your Pipedrive CRM from a messenger via an AI assistant

4Sort email leads and file them into the CRM — by importance

3Adding and enriching CRM leads without duplicates

2A client quote right from your chat — describe the order in words

8An AI assistant over your CRM in any messenger