C.A.I.S.E is built right into the TabletCRM screens you already use. It reads pasted e-mails and fills in the fields, researches the customer you’re looking at, and finds answers in your knowledge base — so your team spends less time typing and searching, and more time selling and serving.
From the TabletCRM dashboard, C.A.I.S.E turns plain-language requests into real records: new leads, customers and work orders, plus searches, reports and help — all without leaving the screen.
Example shown with fictitious data.
Cut and paste any inquiry e-mail. C.A.I.S.E figures out the name, company, phone, e-mail and interest and creates the sales lead.
Describe the customer in plain language and C.A.I.S.E builds the account record for you.
Turn a phone call or e-mail into a work order without hunting through screens.
Ask for the records or numbers you need and get a report back, no report builder required.
Ask how to do something in TabletCRM and get the answer from the help system right there.
Everyday data entry and searching become a sentence typed into the dashboard.
Open any customer account and C.A.I.S.E becomes your research assistant. Ask questions about the customer you’re viewing, or send it to the web to complete what the record is missing.
Turn on Deep Query and C.A.I.S.E answers questions in the context of the customer on screen — then saves the research to the record so the whole team benefits.
Run Deep Research and C.A.I.S.E searches the web to find missing company details — like their web site and social media accounts — and brings them back to the record.
When a work order or customer-service ticket comes in, C.A.I.S.E checks your knowledge base and offers solutions right inside TabletCRM — so issues get resolved faster and knowledge gets reused.
Customer reports the shipping-label printer feeds but prints nothing since the last roll change.
Example shown for illustration.
C.A.I.S.E looks through your knowledge base for articles that match the issue on the ticket.
Likely fixes appear alongside the work order, so technicians start from the answer.
No separate help desk or browser tab — it all happens on the work-order screen.
C.A.I.S.E works in the context of the screen and record you’re on.
Research and new records land in TabletCRM — not in a chat window you’ll lose.
Built in by our in-house team. No add-on AI tool or connector to manage.
C.A.I.S.E does the legwork; your team decides what to act on.
CRM AI Services Environment — the artificial-intelligence system built into TabletCRM.
In three places: the main CRM dashboard, the customer account screen, and work orders / customer-service tickets.
Deep Query answers questions about the customer record you’re viewing. Deep Research searches the web to find missing company details, such as web sites and social media accounts.
Deep Query research is saved to the customer record, and records C.A.I.S.E creates — leads, customers, work orders — are regular TabletCRM records.
Book a 30-minute demo and watch C.A.I.S.E import a lead from an e-mail, research a customer, and solve a ticket — live, inside TabletCRM.
