

Table AI
Overview :
Table AI is an AI-first personal CRM tool that assists users in automatically managing their social networks. By integrating various information and tools, Table AI provides a seamless interface that enables users to easily maintain and expand their connections, thereby enhancing their personal value.
Target Users :
Table AI is ideal for professionals who need to maintain and develop their personal social networks, such as businesspeople, sales representatives, and marketing specialists. It leverages automation and intelligent features to help users save time and improve efficiency, thereby creating more opportunities in the workplace.
Use Cases
Business professionals use Table AI to track contact information for potential clients and partners.
Sales representatives leverage the AI chat assistant to quickly update customer statuses and follow-up plans.
Marketing experts manage industry contacts through Table AI to maintain market insights.
Features
Automatic import and enrichment of contact information
AI chat assistant for interacting with the CRM via text
Follow-up reminders to ensure you stay connected with friends and contacts
Contact history tracking all meetings and communications
Information hub for storing details about everyone in your network
Customizable tags to mark each person’s unique skills
One-click connection to all tools for data automation
How to Use
1. Sign up and log into the Table AI platform.
2. Import existing contact information or manually add new contacts.
3. Use the AI chat assistant to interact with the CRM, querying or updating information.
4. Set follow-up reminders to ensure timely communication with key contacts.
5. Review contact history to revisit all interactions with each person.
6. Utilize the information hub to store and manage all details regarding your contacts.
7. Add custom tags for each contact to facilitate classification and search.
8. Connect with other tools for automated data synchronization and updates.
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