Introw’s Agentic AI enables partners and internal teams to create, update, and collaborate on shared CRM objects directly from the partner portal. The AI converts natural input into structured CRM actions, reducing manual data entry and keeping records accurate.
👀 Introw's agent in Slack is currently under review and will be available soon
Overview
Agentic AI allows users to take action on shared CRM objects without navigating complex CRM interfaces. It works across standard and custom objects, including:
Deals
Opportunities
Leads
Tickets
Cases
Custom CRM objects
All actions are automatically structured and synced with your connected CRM.
Register deals, leads, tickets and so much more
Users can create new records (e.g., deals, leads, tickets, or custom objects) directly from the partner portal.
The Agentic AI:
Captures required information
Structures the data correctly
Creates the record in the connected CRM
This ensures accurate data entry without manual CRM input.
📺 Watch how it works
Update records
Users can update existing records in real time from within the portal.
Supported updates include:
Changing stages or statuses
Editing field values
Adding relevant details
The AI translates user input into structured CRM updates, keeping pipelines and records up to date.
Collaborate on Records
Users can collaborate on shared objects without leaving the portal.
This includes:
Adding contextual comments
Creating follow-up tasks
Logging structured activity
All collaboration is recorded and synced with the CRM, ensuring visibility and accountability across teams.
📺 Watch the collaboration magic
Benefits
Eliminates manual CRM data entry
Reduces friction for partners
Improves data accuracy
Keeps pipelines and shared objects up to date
Supports all shared CRM objects, including custom ones