CRM and Customer Lifecycle
AI CRM Data Organization
Compare similar records with their sources and matching rationale. Keep field corrections and merge decisions under the data owner's approval.
CRM and Customer Lifecycle
Keep customer context connected to the next action.
Organise customer records, connect meeting notes to follow-up and prepare reconnection plans. Keep data changes and contact permissions under control.
Customer profileIllustrative workspace
Deniz A. · Atlas WorkshopReview draft
- deniz@example.test
- Related record
- D. A. · Atlas
- Cleanup
- Review merge suggestion
SOLUTIONS FOR CRM and Customer Lifecycle
Organize CRM records, conversation notes and follow-up.
Explore the solution that fits your needs. Features, usage and integration options are explained on each product page.
CRM and Customer Lifecycle
AI Customer Win-Back Follow-Up
Summarise relationship history and the last conversation with sources. Check contact eligibility and prepare a reasoned reconnection plan with an owner.
CRM and Customer Lifecycle
AI Meeting Notes to CRM
Prepare decisions and requirements from approved meeting notes. Show the customer match and proposed field changes before the team approves an update.
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Experience in enterprise software.
Examples from enterprise web, mobile and platform projects by Basamak Bilişim, the team behind Otematik.
WHY OTEMATIK
Organize customer data and keep relationships in context.
AI-assisted review, suitable integrations and one team for setup and support.
Improve record quality
Identify missing and inconsistent information in CRM fields.
Bring conversations into records
Review contact eligibility and permission requirements.
Plan follow-up in context
Present proposed CRM changes as drafts for team review.
LET’S FIND YOUR BEST-FIT SOLUTION
Not sure which solution you need?
Tell us how your CRM and Customer Lifecycle team works today. Let’s define the products and implementation scope together.