Ai and Automation Features
02:37 – 03:00: AI Overview 06:32 – 07:29: Email Easy Builder 07:32 – 08:30: Automated Workflows 09:43 – 10:23: Smart Tone Controls 10:46 – 13:16: Blog & SEO Generator 13:22 – 15:47: AI Intelligence 15:52 – 19:14: Voice Command Center 20:30 – 21:44: Smart Chatbot 21:57 – 22:42: Technical Setup
Intelligent Content Generation
Use AI to eliminate the “blank page” problem, driving traffic with rapid marketing and SEO-optimized blogs.
AI Content Easy Builder
Leverages OpenAI and Nova to generate full newsletters, promotions, and subject lines in seconds.
Wording & Tone Controls
Allows users to fine-tune AI-generated text by adjusting reading level, creativity, and length to get three distinct selection options
AI Blog & SEO Generator
Creates dynamic, frequently updated website content based on specific topics and SEO keywords to improve Google search relevancy and increase store traffic.
Operational Automation & Hands-Free Control
Save time by automating repetitive manual tasks and navigating your system hands-free using voice commands.
Triggered Communication & Follow-Up
Automates delivery notifications, thank-yous, and fabric protection reminders based on sales order stages. Sales Follow-Up Engine: Access a library of pre-made template emails for sales consultants to trigger manually.
AI Command Center (Voice Navigation)
A voice-enabled navigation tool activated by a microphone icon. Call out commands like "To-Do list," "Open contact," or "Send personal email" to move through the system hands-free
AI Smart Chatbot (Beta)
Provides 24/7 automated answers to frequently asked questions like pricing and store hours. Uses intelligent workflows to forward complex queries to real staff via text or email.
Smart Intelligence, Research & Learning
Get deep-dive intelligence on contacts and vendors while accessing the tools needed for technical deployment.
Pipeline & Performance Tracking
Uses automated stages to visualize future business value and estimated close rates. Measures content effectiveness through tracking unique website visitors and pageviews.
Support & Setup Ecosystem
Technical Integration:Step-by-step guidance for integrating your OpenAI API key into CXM Educational Resources: Learn more about PerformNow CRM
Want Examples of How Top Stores Manage Follow-up?
eXperience Management - Critelli Furniture
Critelli Furniture modernized its 110-year-old, custom-focused business by adopting CXM to streamline lead management, boost appointment close rates, and strengthen customer follow-up.
Watch video → Download PDFeXperience Management - Weaver's Furniture
Hear how Weaver Furniture uses PerformNOW CXM to unify POS data, automate follow-ups, centralize email/text/chat, and improve customer experience for custom furniture sales.
Watch video → Download PDFeXperience Management - Maloufs
A candid discussion with Malouf Furniture on how a relationship-driven retailer improved customer experience, follow-up, and visibility using CXM—without losing the human touch.
Watch video → Download PDF