1/ The end of manual CRMs
Most CRMs fail because they force manual typing, so data rots the moment a meeting ends -yet CRM’s core job is the vital, grueling task of logging every customer touchpoint, and in the AI era this human bottleneck turns dynamic relationships into a slow, error-filled slog that no team can sustain. Lightfield fixes that by auto-capturing all interactions—calls, emails, Slack, notes - so it’s the first CRM that truly knows your relationships as well as you do.
2/ Imagine querying a CRM with something tough, like “What are my 3 biggest opportunities right now?“—it would sift through tables, objects, and conversations to deliver a clear, evidence-backed response. This shifts beyond basic dashboards toward something more like a reasoning layer for pipeline insights.
3/ Beyond just spotting patterns, consider asking for accounts that mentioned “Slack integration” - the tool could pull them up and even suggest tailored outreach emails for each. It’s an attempt to close the loop from data discovery to real action, all through simple natural language prompts, in a matter of seconds.
4/ With video calls recorded and touchpoints synced automatically, the hours spent on note-taking or follow-ups could drop off. Automatic meeting summaries, CRM field updates, and next-step assignments to the team might cut out the busywork while catching details that slip through cracks.
5/ What if you could ask, “How has my ideal customer shifted?” and pull an answer rooted in actual conversations? Tracking changes in behavior and sentiment over months of data could help spot go-to-market adjustments early, before they register in broader metrics.
6/ Deals often slip away from overlooked follow-ups—querying “Who have we dropped the ball with?” could quickly highlight at-risk accounts. From there, creating tasks or reassigning owners right in the interface might prevent those quiet losses.
7/ Picture a CRM that works more like Notion or Figma than traditional setups: collaborative spaces for proposals, tasks, or emails, backed by accurate data from real interactions. If you’re curious to test it out (especially as it’s just launching), there’s a free 3-month trial with code UYQASUTZ →
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