en
Artificial intelligence in Spin CRM
Artificial intelligence that works on your data — not instead of you, but instead of the manual work.
Spin CRM AI does not make decisions for people. It takes away what eats time and invites mistakes: entering documents, sorting emails, hunting for data and drafting replies. A person sees every result before it is saved.
What AI already does today
Purchase document scanning
You drag in a PDF, a Word file or a photo — the supplier, the document number, the dates, the amounts, the VAT and the lines are recognised. You confirm.
Purchases
A service ticket from an email
An incoming email is evaluated: is this a real request, what is the topic, what is the priority — and it becomes an incident with an owner.
Service, chosen mailboxes
Contact extraction from an email
The name, job title, phone number and company are recognised from the signature or the body, and the system offers to create a contact.
Automatic form filling
You paste in text — an enquiry, company details or an email — and it is distributed into the form fields rather than retyped by hand.
Any form in the system
Task extraction from text
Individual pieces of work are picked out of meeting notes or an email and offered as tasks.
Tasks
AI connector: questions in plain language
You connect an AI assistant to your CRM and ask about customers, deals, invoices or stock. The answers come from your real data.
Seventeen data areas
AI connector
Ask your CRM in plain language
A question instead of a report form. The AI connector reaches your data read-only, and only as far as your permissions allow.
What else you can ask
- which deals have not moved in the pipeline for more than a month?
- how much did we close in August and what was the average margin?
- which products have fewer than ten units in stock?
| Customer | Invoice | Amount | Overdue |
|---|---|---|---|
| Baltijos Technika, UAB | SF-2026-0311 | 1 240,00 € | 42 days |
| Rytmetys, MB | SF-2026-0298 | 880,00 € | 51 days |
| Vakarė, UAB | SF-2026-0287 | 2 100,00 € | 63 days |
| Found: 3 invoices | 4 220,00 € | ||
What we are building next
The conversation thread already distinguishes whether a message was written by a customer, an employee, the system or AI, and every conversation has an "off / suggest / reply" mode. The AI layer sits above the channels, so once switched on it would work across all of them at once.
A draft reply in the inbox
AI would read the thread and the customer's history and suggest a reply that the employee edits and sends.
The foundation is there — the "suggest" mode
Conversation summary
A long thread condensed into a few sentences when a colleague takes it over.
The foundation is there
A first reply outside working hours
An answer from your knowledge base, and a handover to a person on the customer's second message in a row.
The "reply" mode is provided for
Automatic ticket routing
The topic, the priority and the responsible department would be suggested automatically.
Part of this already works in email
Knowledge base answers
AI would answer from your FAQ and documents, with a link to the source.
The FAQ module exists
A draft quote or email
A cover note for a quote or a sequence email, based on the customer record.
The template and sequence engine exists
These features do not work yet, and we are not promising dates. We write about them because the foundations are already in place — and selling what does not exist is a different thing from saying where we are heading.
Limits
What we do not do with artificial intelligence
AI does not email your customer behind your back
Automatic replying is switched on deliberately and separately, and by default it is off.
AI does not bypass permissions
It sees as much as that same person would see at that moment — not one line more.
Public models are not trained on your data
Only what a specific action requires travels to the model.
AI works where a mistake is cheap and visible
A draft, a suggestion, data entry — yes. Money, permissions and deletion — no.
Every AI action can be traced
You can see that it was AI and not a person. Usage accounting shows how much is used and by whom.
AI can be switched off completely
The system works exactly the same without it. It is a switch, not a foundation.
Does my data travel to an AI model?
Only what a specific action requires. Public models are not trained on your data.
Can AI break anything?
No. The AI connector is read-only — it cannot change or delete anything. A scanned document is confirmed by a person before it is saved.
Will AI see things an employee is not allowed to see?
No. The same permissions apply: AI sees exactly as much as that same person would see at that moment.
Is AI mandatory?
No. It is enabled separately in the settings and can be turned off at any time — the system works exactly the same without it.
Which languages does it work in?
Lithuanian and English; document scanning also works with other languages.
Start working with Spin CRM today
14 days free, no card required. We will help you migrate your data and train your team.