Troy: Your AI CRM Expert - From Answer to Action, Instantly
Ask Troy AI anything about your contacts, pipeline, calendar, or accounts - get a straight answer, and watch it turn into a task, appointment, or note automatically.
Troy works across your calendar, notes, contacts, and pipeline, all from the same conversation.
Get Instant Context on Any Contact
Open Troy from any contact record and ask about recent activity, communication history, or next steps. No digging through notes, Troy reviews everything for you instantly.
Get Clear Next Steps, Not Just Answers
Troy doesn't just summarize what it finds, it recommends practical follow-up actions. Get prioritized next steps like who to call first and what to say, based on the records it reviews.
Turn Answers Into Action Automatically
Troy creates the task, books the appointment, or logs the note for you, directly from the conversation.
Understand Your Pipeline Health in Seconds
Ask Troy to summarize pipeline health, flag bottlenecks, or surface stalled contacts. Get a prioritized list of who to follow up with today, backed by your real CRM activity.
Troy AI is available from contact records, the Sales Pipeline list, and the Contacts list, so you can ask questions specific to a contact or across your entire pipeline.
No. Troy AI suggests next steps and drafts wording, but you remain responsible for reviewing and sending messages or updating records in LeadCenter.
Yes. Troy AI follows your LeadCenter permissions and only uses contacts and pipeline records your account is allowed to access.
Yes. You can attach images and PDF documents to any Troy AI conversation, and Troy AI will use them as additional context when answering.
Yes. Recent conversations are saved in the chat history inside the Troy AI panel so you can return to them anytime.
Stop Digging. Start Asking.
Troy Al turns your CRM into an instant, plain-English source of answers, so you always know who to follow up with and what to do next.
Automate your marketing, sales, and operations processes and increase your lead-to-business conversion rates with a fully automated platform designed specifically for financial advisors.
