TikTok integration, AI summary for activities, and more
Discover the latest CRM features designed to automate tasks, enhance collaboration, and drive smarter workflows. Learn how to save time and boost productivity with AI-powered CRM tools.
Growing a business is exciting, but it’s also demanding. With limited time and resources, you need tools that make your day-to-day easier and more efficient. That’s why we’re excited to introduce powerful new CRM features designed with growing businesses in mind.
Whether you're looking to capture more leads, save hours of admin time, or run sharper campaigns, these updates will help you get more done—with less effort.
Let’s take a look at what’s new and how each feature can simplify your workflow.
TikTok integration: Capture leads instantly
With our new TikTok CRM integration, you can collect leads from TikTok ads automatically, without any manual efforts.
Key features:
- Automatically sync TikTok ad leads with your CRM
- No need to download or upload data manually
- Leads appear in real-time, ready for action
How this helps you
This ensures you auto-capture the leads from TikTok form and no opportunity is missed. This helps you easily follow up when interest is high.
How you can use it – Business use case
You launch a TikTok ad promoting your product or service. As soon as someone submits the form, their details appear in your CRM. You can automatically send a follow-up to the leads or even send a reminder to the sales rep using workflow automation.
Pepper Cloud Marketing
AI summary of activities: Get context in seconds
Reading through long call logs, notes, or emails? Not anymore. Easily access AI summary to get a quick overview of the activities associated with the contacts, accounts, or opportunities.
Key features
- Summarise calls, tasks, notes, logs, and emails with one click
- Clear, concise summaries powered by AI
- Get an overview of recent activities quickly.
How this helps you
Skip the scroll. The activity summary provides you with an overview of information in seconds.
How you can use it – Business use case
Before a meeting, you can click “Summarise” on a client’s past activities. Instantly, you can see a brief overview of their history, recent concerns, and past touchpoints.
Pepper Cloud Marketing
Track conversations: Run smarter campaigns easily
Your CRM is full of valuable insights. Now you can use them for your marketing efforts. This feature lets you share the conversations with the marketing tool.
Key features:
- Forward any conversation from CRM to third-party marketing tools like Whello
- Analyse to craft better targeted campaigns
- Work seamlessly with your existing integrations
How this helps you
Get more out of every customer interaction. Personalised marketing is easier (and more effective) when it’s based on real conversations, not assumptions.
How you can use it – Business use case
Multiple prospects have been asking about the same product feature. You can automatically forward those chat threads to your marketing tool. The marketing tool like Whello helps you to create an email campaign addressing that exact need.
One-click record capture: Save leads and contacts without copy-pasting
Your inbox is full of potential—but copying contact details into your CRM wastes time. With this new feature, you can turn any incoming email into a lead or contact instantly.
Key features:
- One-click “Save as Lead” or “Save as Contact” from the email view
- Automatically logs the sender’s info into your CRM
- No more switching tabs or manual data entry
How this helps you
You never miss a lead hiding in your inbox. This simple action saves time, reduces errors, and helps you stay organised.
How you can use it – Business use case
You receive an inquiry about pricing. Instead of forwarding the email and making a note to “add this person later,” you save the sender as a lead with one click, assign a task, and move on. Result: Less admin, more selling.
Pepper Cloud Marketing
One-Click template migration: Get your messages templates to CRM in seconds
Setting up your CRM shouldn’t feel like starting from scratch. With this new feature, you can bring in your prewritten templates in a single click.
Key features:
- Use the “Migrate” button to import templates instantly
- Compatible with multiple file formats and tools
- Organised and ready to use inside the CRM
How this helps you
You save hours of setup time and give your team instant access to branded, ready-to-use messages for every stage of the customer journey.
How you can use it – Business use case
You’ve been using Google Docs or spreadsheets for sales and support messages. Now, you import them all at once into the CRM and assign them to different stages or channels. Result: Consistent communication, faster replies, and a smoother team onboarding process.
Pepper Cloud Marketing
Ready to experience the difference?
These new features are built for busy teams who want to grow faster and work smarter. From lead capture to marketing automation and daily communication, every update is here to save you time, and deliver more value.
Start using these features today and discover how much time, effort, and energy you’ll save.
