AI-Enhanced Workflows for CRM

Leverage Intelligent Lead Scoring, Deal Predictions, and More—Built Right In

Give your CRM a competitive edge with Origami’s AI-Enhanced Workflows. Automate lead classification, forecast deal closures, or identify churn signals. Origami seamlessly integrates machine learning capabilities so your reps can prioritize the best leads, escalate high-risk accounts, and close deals faster.

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Key Highlights

Built-In AI Components

Use pre-trained or custom AI models for text classification, sentiment analysis, or lead scoring.

Predictive Deal Analytics

Estimate win probability based on historical data—trigger follow-ups for high-potential leads.

Context-Aware Automations

If AI flags an urgent lead, automatically notify managers or escalate the workflow.

Continuous Learning

The more data you feed the model, the better it gets at prioritizing and routing leads.

Transparent Decision Logs

Audit trails show how AI came to its conclusions, maintaining trust and accountability.

Why It Matters

Focus on the Right Deals:

Data-driven lead scores help reps hone in on highest-value opportunities.

Proactive Problem Solving:

Predict churn or detect upsell potential before your competitors can

Personalized Customer Engagement:

AI suggests tailored messages or next steps, raising conversion rates.

Real-World Use Cases

Intelligent Lead Triage

High-scoring leads jump to a “fast track” pipeline, with auto-assigned top reps for immediate follow-up.

Deal Probability Forecast

Reps see a dynamic “win probability” field that updates based on new data—helping them manage pipeline more accurately.

Upsell & Cross-Sell Prompts

AI identifies accounts likely to buy complementary products, automatically creating tasks or email campaigns.

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