The AI Assistant That Works Like a Teammate
Meet Finli. The intelligent layer inside Radley CRM that automates the tedious, analyzes the complex, and empowers your team to focus on what matters most: your customers.
Do more than you ever thought possible.
Finli is more than just a chatbot. It’s a collection of powerful AI tools woven directly into your workflow.
AI Writing Assistant
Craft the perfect message, every time. Rewrite emails for clarity, adjust the tone from casual to formal, and fix grammar with a single click.
Predictive Insights
See the future of your sales. Finli analyzes data to predict deal outcomes, forecast revenue, and highlight at-risk customers before it's too late.
Anomaly Detection
Stay ahead of issues. Finli monitors your data for unusual patterns—like a sudden drop in support tickets or a lead that has gone cold—and alerts you.
Conversational Search
Ask questions in plain English and get instant answers. Find exactly what you need without complex filters, like "Show me my top deals in California."
Smart Summaries
Instantly get the gist of long email threads, meeting notes, or customer histories. Finli provides concise summaries so you can get up to speed in seconds.
Automated Actions
Let Finli handle the busywork. Automatically create tasks from emails, schedule follow-up reminders after calls, and enrich contact profiles with public data.
Say Goodbye to Writer’s Block
Whether you’re writing a follow-up email to a new lead or responding to a support ticket, Finli helps you find the right words. Generate entire emails, shorten a long paragraph, or change the tone with one click.
- Improve grammar and clarity
- Adjust tone for any audience
- Generate replies based on context
Smart Prompts
Last action - Fix Grammar for Subject
Certainly, here’s a revised version of the subject line:
Subject: Yay! We have received your booking!
Dynamic Onboarding Plan
New Customer: Innovate Inc.
- Send Welcome Kit Email
- Assign Account Manager: Sarah P.
- Schedule Kick-off Call (Due in 2 days)
- Initial Data Sync & Integration
Finli Suggestion: This plan was auto-generated based on the customer’s ‘SaaS Enterprise’ profile.
Launch Customer Relationships, Perfectly
First impressions are everything. Finli eliminates manual data entry and repetitive tasks, creating a flawless onboarding experience that delights new customers and sets your team up for success from day one.
- Auto-generate personalized onboarding checklists
- Trigger welcome emails and task assignments
- Summarize initial calls to capture key goals
- Ensure a consistent, high-quality experience for every new customer
Ready to Supercharge Your Team?
Finli is included with Radley CRM. Sign up today and unlock a smarter way to work.