SRM CRM includes optional features powered by artificial intelligence. This page explains what they do, what data they use, and your responsibilities when using them.
AI is optional
AI features are an add-on. The core of SRM CRM (contacts, companies, leads, projects, bids, call queue, templates, map, tasks and reports) works without AI. AI runs only when a user starts an AI action, such as clicking an AI button.
What the AI features do
| Feature | What it does | What it sends to the AI provider |
|---|---|---|
| Import from email or PDF | Suggests companies, contacts, leads and projects from pasted text or an uploaded document | The text or document you provide |
| Business card and note capture | Turns a photo of a card or note into a suggested contact | The image you capture |
| AI drafts | Writes a custom email or text draft | Relevant details from the record you're working on and your instructions |
| Lead and company research | Searches the public web and summarizes news and possible contacts | The lead or company name and location |
| Project locator | Searches public sources to find a project's address | The project name, city and known details |
You stay in control
- Extracted records go to a review screen, and nothing is saved until you approve it.
- Drafts are never sent automatically. You edit and send them yourself from your own email or phone app.
- Location results that aren't a confident match are shown as suggestions for you to confirm.
Accuracy
AI output can be incomplete, out of date or wrong, including names, phone numbers, addresses and facts about companies or projects. Always review AI suggestions before saving, relying on or sending them. You are responsible for the content you save and send.
Provider and data handling
AI features are powered by Anthropic's Claude models through Anthropic's commercial API. Content is sent to Anthropic only to process the request you started. Under Anthropic's commercial terms, data sent through the API is not used to train its models by default. For more, see Anthropic's Privacy Policy. We don't use your Customer Data to train any AI model.
Cost transparency
Some AI features, such as web research, have a per-use cost. Where that applies, the Service shows it before you run bulk actions.
Questions
Email [EMAIL] with any questions about how AI is used in SRM CRM.