How to Set Up a CRM in 1 Minute with Mavi
Setting up a CRM usually sounds like a task for later.
You need to choose the right platform, configure it, understand how everything works, create your sales process — and only then can you actually start adding deals.
With Mavi, you can skip most of that setup.
Tell Mavi about your business, choose the tools you need, and let your AI assistant take care of the rest. You can have your CRM ready and add your first deal in just a few steps.
Here’s how it works.
Step 1: Tell Mavi About Your Business
Start by telling Mavi what your business does.
You don’t need to configure dozens of settings or figure out which tools you should use on your own. Simply describe your business and what you want to achieve.
Based on this information, Mavi can understand your needs and suggest tools that make sense for your business.
Step 2: Choose the Tools You Need
Next, select the tools you want to use.
Depending on your business, this might include:
- CRM
- AI agents
- Website
- Online courses
- Marketing and communication tools
- Other Mavibot tools
For this example, choose CRM.
The idea is simple: instead of building your business stack tool by tool, you tell Mavi what you need and manage it from one place.
Step 3: Open Your Project Overview
Once you've selected your tools, Mavi will take you to your project overview.
Here, you can see what Mavi can set up for your business and where it can help you automate different parts of your workflow.
Find the CRM section in your project.
Step 4: Click “Set Up”
Now comes the easy part.
Click Set Up next to CRM.
Mavi will handle the setup for you, so you don't have to spend time manually configuring everything before you can start working.
Step 5: Add Your First Deal
Once your CRM is ready, you'll automatically be redirected to the CRM section.
And that's it — you can immediately add your first deal and start managing your sales process.
No long onboarding process. No complicated CRM setup.
You go from describing your business to actually working with your CRM in just a few steps.
What About Connecting Your Channels?
Your CRM becomes even more useful when your customer communication channels are connected.
And you don't have to figure that out on your own either.
Just ask Mavi. :)
Mavi can help you understand what to connect and guide you through setting up the tools your business needs.
Spend Less Time Setting Up. Start Selling.
A CRM should help you manage and grow your business — not become another system you have to spend hours configuring.
That's the idea behind Mavi: you tell it what your business needs, and Mavi helps turn those needs into a working setup.
Ready to create your first CRM and add your first deal?