Autessa CRM topic

Jarvis and workspace

An AI assistant you can trust with your CRM, on desktop and phone, with roles and settings to match. Jarvis, the Autessa CRM AI assistant that proposes and never acts without you, plus the phone layout, roles, settings, search and keyboard shortcuts.

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Jarvis

Which open deals are at risk?

Three: Ridgeway County (no contact in 3 weeks, no champion), Keystone (moved back from Proposal) and Harbor Freight (18 days in stage).

Apply to my viewSave as listUndo

Jarvis

Snooze Keystone to next Monday and tag it re-scope.

Here is what I would change:

Snooze + add tag

Keystone Field Services → Mon · tag “re-scope”

Do itNot now

Why it matters

What is jarvis and workspace in Autessa CRM?

Jarvis is an AI assistant you can safely give to a whole sales team: it reads with your permissions, filters your views and opens records instantly, and proposes every change as a confirm card. Around it, Autessa CRM works on phones and tablets, has four clear roles, fast global and semantic search, keyboard shortcuts and settings for every stage, rule and vocabulary.

At a glance

Confirm before every change
Phone layout with swipe actions
Role-based access
Semantic search and shortcuts
Configurable stages and vocabularies

Features

Everything in jarvis and workspace

Jarvis AI assistant

An AI assistant for the whole CRM that answers questions, filters views and opens records, and proposes every change as a confirm card you approve.

Mobile CRM

A phone layout with Today, Contacts, Pipeline and Jarvis tabs, swipe actions, deal cards by stage and record pages.

Roles, search and settings

Administrator, Sales Manager, Sales Rep and Read Only roles, global search with semantic results, keyboard shortcuts, and settings for every stage, rule and vocabulary.

Quick answers

Questions about jarvis and workspace

Does Autessa CRM have an AI assistant?

Yes. Jarvis answers questions about your CRM, filters views, opens records and proposes changes as confirm cards.

Does Autessa CRM have a mobile app?

It has a phone layout in the browser with tabs, swipe actions and record pages. There is nothing to install from an app store.

What roles does Autessa CRM have?

Administrator, Sales Manager, Sales Rep and Read Only.

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Autessa CRM is AI CRM software for B2B sales teams: one Today list of what to do next, contacts and companies, a gated sales pipeline with forecasting, email logged from your own Gmail or Outlook, nurturing, campaigns and events, contracts, and Jarvis, an AI assistant that proposes and never acts without you. AI Lead Capture turns site visitors into qualified leads.

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Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.

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