Notes on AI customer management, proposals, and how teams actually use Cortox.
An AI Customer Manager is a CRM built around an AI assistant that can read and act on your customer data, not just store it. Here's the short version.
Sep 12A walkthrough of how a Cortox proposal moves from draft to sent, viewed, accepted or sent back for revision — with e-signature-style acceptance and no separate e-signature tool.
Sep 15Real estate agents juggle buyers, sellers and listings at once. Here's how an AI Customer Manager like Cortox keeps that side by side instead of in separate spreadsheets.
Oct 11A step-by-step guide to building a proposal from your product catalog in Cortox, sending it to a customer, and tracking what happens next.
Oct 11How to bring an existing customer or product list into Cortox from a CSV or Excel file, what the preview shows, and what to check before you import.
Oct 11How to see whether a customer has opened your proposal in Cortox, send an AI-drafted follow-up email, and keep follow-ups from slipping with the task board.
Oct 11A practical checklist for choosing an AI CRM as a small business: what the assistant should be able to do, what you still need on screen, and where a simpler or heavier tool fits better.
Oct 11What real estate agents should check when choosing an AI CRM: tracking buyers, sellers and listings side by side, building offers from listings, and keeping follow-ups visible.
Oct 11What agencies should check when choosing an AI CRM: managing many client accounts, spotting accounts that have gone quiet, and keeping proposals and tasks organized per client.