CRM

April 17, 2024

How Elyxr CRM uses the power of AI for freight forwarders

Elyxr is a AI powered end-to-end supply chain SaaS platform. With Elyxr, Freight forwarders, shippers, exporters, importers, could mange their entire supply chain operation from start to end. Elyxr provides visibility, control, management, organisation, and other host of essential pillars for a functioning and management of entire operations.

Elyxr AI pioneers AI driven solutions, specialising in revolutionising supply chain management. Our solutions are tailored to optimize operations by delivering real-time insights and improving overall supply chain efficiency.

In this how-to-guide we will explain and demonstrate one of our key features 'AI inbox' which is available in  our CRM solution in Elyxr.

What is 'AI inbox'

Before we start, have a look at the below video:

1. AI inbox is a unique feature which is available in our Elyxr freight solution.

2. With our CRM, clients can manage all their leads in one place and communicate with them effortlessly.

3. With Elyxr using its in-house AI, it becomes very easy to create mails and messages for leads and send them regular follow ups.

How to use 'AI Inbox' feature

Follow the below steps to understand how to enable and utilise this feature:

1. From your CRM dashboard go to the Inbox from the left hand side menu panel. As indicated by the below image:

2. Once in the ‘Inbox' screen/page, click on the 'Log-in with Google’ option and sync it with your gmail account. As indicated by the below image:

3. Once the ‘Inbox' has been synced with your account, then click on the 'Compose Email’ button. As indicated by the below image:

4. From the 'Mail compose' box, enter the email id to which the mail needs to be sent, and enter the subject. As indicated by the below image:

5. Once the subject has been inputed, the next step would be to click on the 'Let Elyxr write' button from bottom left. As indicated by the below image:

6. This is where our intelligent Elyxr AI will generate an automated response that will help you write a professional mail based on the subject. As indicated by below image:

Other features of the CRM:

Explained above was just one AI powered feature, and we have a list of such similar and exiting features. Some of them are:

  1. Account setup and organisation creation
  2. Adding and importing of contacts and list of clients
  3. Creating leads
  4. Adding and creating deals from the leads created
  5. Adding and inviting team members and assigning them roles based on location and profile
  6. AI powered news feed specific to get industry insights
  7. Dashboard with a combined view of all activities and updates
  8. Pipeline view to manage all stages of a deal effectivly.

Follow our website for more details on our CRM and its functionalities : Elyxr Freight

Book a Demo with us:

If what you saw intrigued you and you think Elyxr CRM and other solutions can offer value to your organisation in streamlining your entire business end-to-end, then follow the link below and set up a demo request with our team.

Link for demo : Book Demo

Or feel free to reach out to us via our website for any further enquiry : Elyxr AI