How do I install CRM Lite?

Navigate to Extensions in your workspace settings and click Install on CRM Lite. Installation takes under 5 seconds and creates all necessary entity types, chat tools, and prompt templates automatically. No configuration required.

What AI chat tools does CRM Lite include?

CRM Lite adds 3 chat tools and 4 prompts to your AI assistant. After installation, you can interact with CRM Lite data through natural language — create records, run queries, and trigger workflows directly from the chat.

Can I use CRM Lite with other extensions?

Yes. CRM Lite shares the same entity system as all other extensions. Data flows naturally between extensions — for example, combining CRM Lite with analytics extensions lets you track performance metrics for your CRM Lite data.

What happens if I uninstall CRM Lite?

Your data is preserved. Uninstalling CRM Lite removes its chat tools, prompts, and widgets, but the entity types and their data remain in your workspace. You can reinstall later and everything will be there.

Is CRM Lite included in all plans?

Yes. CRM Lite is included in every WISEROWS plan at no additional cost. All built-in extensions are free to install and use.

Marketing

CRM Lite Extension

Q: How can I use CRM Lite to attribute leads to content?

See which blog post, glossary term, or comparison page each lead came from. Understand your content-to-revenue pipeline and double down on what converts.

Q: How can I use CRM Lite to score leads with ai?

AI analyzes lead behavior — pages viewed, content downloaded, time on site — and assigns a score. Focus sales effort on leads most likely to convert.

Q: How can I use CRM Lite to manage pipeline visually?

Drag leads through pipeline stages on a kanban board. See deal values, expected close dates, and bottlenecks at a glance.

Q: How can I use CRM Lite to connect marketing to revenue?

Close the loop between content creation and revenue. Know that your glossary drives X leads per month worth $Y in pipeline value.

Track leads from first touch to closed deal without leaving WISEROWS. Import contacts, score them with AI, track pipeline stages, and connect lead sources to your content. Know which blog post or glossary term brought in each lead.

CRM Lite

Lightweight lead management and pipeline tracking built into your data platform.

Install

Chat tools

Prompts

Use cases

Contact management with custom fields

Lead scoring with AI-powered signals

Pipeline stages with drag-and-drop kanban

Lead source attribution to content

AI chat tools

Prompt templates

Use cases

< 5s

To install

Use cases

How teams use CRM Lite to get results.

Attribute leads to content

See which blog post, glossary term, or comparison page each lead came from. Understand your content-to-revenue pipeline and double down on what converts.

Score leads with AI

AI analyzes lead behavior — pages viewed, content downloaded, time on site — and assigns a score. Focus sales effort on leads most likely to convert.

Manage pipeline visually

Drag leads through pipeline stages on a kanban board. See deal values, expected close dates, and bottlenecks at a glance.

Connect marketing to revenue

Close the loop between content creation and revenue. Know that your glossary drives X leads per month worth $Y in pipeline value.

Everything included

CRM Lite comes with everything you need — entity types, AI tools, and workflows. Install once and start working immediately.

Contact management with custom fields
Lead scoring with AI-powered signals
Pipeline stages with drag-and-drop kanban
Lead source attribution to content
Email tracking and activity timeline
CSV import and export
Deal value tracking and forecasting
Integration with email and calendar tools

What gets installed

Entity types

leads

deals

AI capabilities

3 chat tools for AI assistant

4 pre-built prompt templates

How it feels

Install and go.

Click install. Entity types appear, chat tools activate, prompts load. You ask the AI to "create 10 entries" and it knows exactly what fields to fill, what format to use, and which workflow to follow. No setup guide, no configuration wizard — it just works.