To set up your CRM from a description, open Set up your CRM, write a sentence or two about your business, and select Preview. AI suggests pipeline stages, client fields and lead sources. You edit the list, and nothing is saved until you select Apply to my CRM.

Plans: Set up your CRM with AI starts on Cadet. The preview uses AI usage. Applying the result does not.

Where to find it

The setup is on the Add your first client step of the workspace setup. On both tabs of that step, below the client form and the import option, a card reads Set up your whole CRM with AI, with the line Describe your business and review the stages, fields and lead sources. Select it to open Set up your CRM.

Before you start

You need permission to manage client stages, to edit business details, and to add lead sources. Owners and admins have all three. Without them, you see You don't have permission to set up the CRM. Ask a workspace admin. See Team access and permissions.
Check your AI usage. The preview uses your monthly AI usage, and your workspace needs some left. See AI usage and billing.
Your plan must be Cadet or higher. See Plans, seats and your subscription.

Set up your CRM

Open Set up your CRM from the Add your first client step.
Under Your business, describe what you do, where leads come from and how you sell. Use at least 10 characters. The limit is 1,000, and a counter shows where you are. To start from a sample, pick Car detailing, Dental clinic or Design agency under Or start from an example, then change the text.
Select Preview. Reading your description shows while AI works.
Review the three lists (see the next section). Under the heading, Review and edit before anything is saved.
Select Apply to my CRM. The button reads Applying… while it saves.
The result page says Your CRM is set up. Select Open clients to go to your clients, or Done to close.

To change the description, select Edit description and preview again. Previewing again uses AI usage.

If you would rather not use AI, select Set up by hand instead. It opens the client custom fields settings.

Review the suggestions

The preview has three lists. You can edit every one before you apply.

Pipeline stages: the steps a client moves through, in order. AI suggests four to seven. Each stage sits in a group: Lead, Client or Closed.
Client fields: extra details you keep on every client. AI suggests up to eight. Each has a type: Text, Choice, Yes / No, Number or Date. A Choice field shows its options, for example Choice of a list of values.
Lead sources: where your leads come from. AI suggests up to ten.

On each item you can rename it or remove it. Use Add stage, Add field or Add source to add your own. A name that is already taken shows Already used.

Items your CRM already has are marked Already in your CRM. Items marked that way are skipped. Nothing is changed or deleted. The footer shows a count such as 3 new, 2 already there. If you remove everything, the app says Keep at least one item to apply.

What apply does

It adds the new stages, fields and lead sources, and leaves the ones you already have untouched. It never deletes or overwrites anything.
Applying again with the same list adds nothing twice.
If your pipeline had no stages yet, the five standard stages are added first, and a notice says so: Your pipeline had no stages yet, so we added the five standard ones first.
If a field has the same name as one you already have, but a different type, it is not added. The page says your CRM already has this as a field of that type.
If you deleted a lead source earlier, it stays hidden. The result page lists it under Left hidden and tells you to restore it in lead source settings.

The result page groups what happened under Created, Already there and Left hidden. You can change any of it later in settings.

If something goes wrong

Not enough AI usage left this month to set up your CRM. Your description is kept. Select See AI usage to open the plans, set things up by hand, or try again when your usage renews.
Setting up your CRM with AI is on the Cadet plan and up. Your description is kept. Select Start your free trial if your workspace can still start one, or See plans if the trial was already used.
We couldn't turn that into a setup. Try rephrasing your description. Select Try again with different wording.
This took too long. It may have used AI usage, so check your stages before trying again. Look at your stages before you preview again.
Nothing was changed. Check your connection and try again. Applying failed and saved nothing. Select Try again.
Something in the setup needs fixing. Check the names in each list and apply again.

Continue to Clients and CRM for working with the clients you add, and Import data from another tool with AI to bring in an existing client list.

Set up your CRM with AI from a description