AI Assistant + CRM Setup

Name: AI Assistant + CRM Setup
Brand: @ai Market

by @ai Market

Setup serviceSales teams

A vetted provider connects ChatGPT, Claude or Copilot to your CRM with the right permissions and sets up three routines your team will actually use.

What’s good

Three ready-to-use routines built around your pipeline
Least-privilege access, with a written record of what can change
Fixed price agreed before any work starts

Heads-up

Assistant and CRM plans are billed separately
Data cleanup or migrations are quoted separately

What you end up with

Ask your AI assistant about customers and deals in plain English, and have it log notes, update deals and draft follow-ups in your CRM, with permissions you control.

What the provider delivers

The right connection for your setup: the assistant's built-in CRM connector, the CRM's own AI, or a small n8n workflow
ChatGPT, Claude or Microsoft Copilot connected to HubSpot, Salesforce, Pipedrive or Zoho with least-privilege access
Three routines, for example a meeting-prep brief, call notes logged to the right record and a weekly pipeline summary
Saved instructions so your team gets consistent answers
Tested on your real records with you watching, then a 45-minute team walkthrough
A written handover: what's connected, what it can change and how to switch it off

How it works

Request a quote: a few lines about your business and what you want set up.
@ai introduces a provider vetted for this job, who confirms the scope and sends a fixed price.
You accept (or walk away at no cost) and create any accounts in your own name.
The provider sets it up, tests it with you and walks you through it.
You sign off when it works the way the deliverables say.

What you keep paying for after setup

Setup is a one-off fixed price. These subscriptions are billed by their own companies.

An AI assistant plan
A paid ChatGPT, Claude or Copilot plan your team already uses
Depends on the assistant and number of seats.
Depends on use
Your CRM
Your existing plan (HubSpot free CRM works for the basics)
Free

Running cost

$0/moplus usage-based costs

The details

Best for: Small sales and account teams already using a CRM
Timeline: About 1 week from an accepted quote
Delivered by: An independent provider @ai has vetted for CRM and AI integrations
Price: Fixed quote before any work starts

Not included

CRM data cleanup or migration
Custom software development
Assistant and CRM subscriptions

Request a quote

Compare setup services

	AI Receptionist Setup	AI Assistant + CRM Setup	Private Local AI Setup	Workflow Pack Installation
Price	Fixed-price quoteFixed quote from a vetted provider before any work starts	Fixed-price quoteFixed quote from a vetted provider before any work starts	Fixed-price quoteFixed quote from a vetted provider before any work starts	Fixed-price quoteFixed quote from a vetted provider before any work starts
Timeline	About 1 to 2 weeks from an accepted quote	About 1 week from an accepted quote	1 to 3 days, done remotely	2 to 5 days after you buy the pack
Ongoing costs	From $24.95/mo	$0/mo, plus usage-based costs	$0/mo	From $20/mo, plus usage-based costs
Delivered by	An independent provider @ai has vetted for AI receptionist setups	An independent provider @ai has vetted for CRM and AI integrations	An independent provider @ai has vetted for local AI installs	An independent n8n provider @ai has vetted
Best for	Clinics, salons, trades and other service businesses that miss calls	Small sales and account teams already using a CRM	Professionals who handle confidential files and want AI without the cloud	Anyone with an @ai workflow pack who would rather not set it up
Skill level	Beginner-friendly	Any level	Beginner-friendly	Beginner-friendly
	Request a quote	Request a quote	Request a quote	Request a quote

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