Hints CRM use cases

Hints CRM use cases

Gosha Levin


· Welcome to the Hints CRM bot, the easiest way to save contacts and update them with notes and tasks.

· The bot will remind you about the tasks and send them to your Google Calendar.

· If you have questions, caught a bug, or have a feature request, join our Telegram group or email ask@hints.so.

· Below are some examples of how you can use the bot.


▶️ Watch 2-min demo


A contact messaged you on Telegram, and you want to save this contact and add a task.



1. Forward the message to the Hints CRM bot.

2. Add any relevant information and a task if you need to follow up with this person later.



The bot saves the contact, its message, your note, and the task with the due date



Click "Contacts" to see all your saved contacts



Connect your Google Calendar

When you send the first task, the bot will offer to connect your Google Calendar, so all tasks will also be sent there.


Save a contact by sending a screenshot with the name

1. Send any image with the contact's name. For example, a screenshot from a Zoom call or LinkedIn profile.

2. Add relevant notes and tasks.



The bot saves the contact, its image and message, your note, and the task



Save leads from your social media posts

1. Capture the name of the interested contact

2. Add a relevant task



The bot saves the lead, and the task




If you have questions, caught a bug, or have a feature request, join our Telegram group or email ask@hints.so.

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