What is CRM From Your Phone?
CRM From Your Phone is a Sales agent running on Grok Bot (x.ai). Community Grok Bot template: CRM From Your Phone by @ericzakariasson. It is publicly listed on the platform. It was created and maintained by @ericzakariasson.
How to use CRM From Your Phone
- 1
Open the Grok Bot page
Click "Open" on this page to jump to CRM From Your Phone's page on x.ai.
- 2
Sign in with X
Grok Bot authorizes through your X (Twitter) account.
- 3
Install the template
Install CRM From Your Phone to spin up your own dedicated bot instance.
- 4
Connect tools and run
Connect the tools it needs (Gmail, Notion, etc.) and it keeps working 24/7.
Key features of CRM From Your Phone
- Runs on Grok Bot with its own cloud computer, online 24/7
- Focused on the Sales use case
- Integrates with Salesforce, Slack
CRM From Your Phone FAQ
Prompt template
Set up a new bot for me that stays always on so I can ask CRM questions from my phone. Walk me through connecting Salesforce read-only and Slack, then configure it: when I ask about the quarter, give me the number, the three deals that move it, and where the data looks wrong. Ask me for quota and quarter definitions once, let me test three questions I know the answers to, then save it.
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