AI before, during and after every customer meeting.
Exeevo CRM puts AI where your teams already work. Three features come with every licence; Ask-Nova Plus adds more data, voice, languages, admin tools and openness to the AI tools your teams already use.
A short brief on an HCP or HCO on its record page, or on the whole territory from the home page, so reps walk in prepared.
Microsoft Foundry · Dataverse- 13
- AI features, grouped by who uses them and when
- 3
- included with every licence
- 4
- places to ask: the CRM app, Teams, Copilot and Claude
- Grounded in your data, not trained on it
- Answers draw on your CRM and the databases you connect
Real agentic AI, engineered for your workflows.
Build your own AI skills, tools and agents on top of your CRM data, or bring in agents you already use. Exeevo CRM comes with AI built in for every user; Ask-Nova Studio lets you go further, for the workflows that don't come out of the box. Everything runs inside the access rules and compliance guardrails already built into the platform.
Good fit if you need
- An AI agent scoped precisely to one team's workflow
- Guardrails that follow the same access rules as the rest of your CRM
- To extend AI without exporting data to a separate AI platform
- To reach CRM data from Teams, Copilot or Claude
Available on Exeevo Mobile CRM
- iOS
- Android
- Windows
- Web
Key features
Custom skills, tools and agents
Build AI for call preparation, post-call reporting or territory analysis, grounded in your CRM data.
Bring in third-party agents
Extend the AI you already have rather than replace it.
Grounded in your data
Answers draw on your CRM and the databases you connect, set up as a query or in a no-code editor.
Compliance-scoped by design
Each user sees only the data they can already see in the CRM.
How it fits together
Teams, Copilot, Claude, ChatGPT and partner tools reach your CRM data through the MCP Server, under each user's own access.
Your data
- CRM records
- Databases you connectAs a query or in a no-code editor
- Device context
- SAP and other business systems
Ask-Nova Studio
- Ask-Nova StudioSkills, Tools, Agents
- + Third-party agents
Where your teams ask
- Exeevo CRM appBuilt in
- Microsoft TeamsMCP
- Microsoft CopilotMCP
- ClaudeMCP
- ChatGPT and partner toolsMCP
Inside your existing access rules and compliance guardrails
The AI works from your data, under your rules
Agents are grounded in your data, not trained on it.
- 01
Uses your data
Answers come from your CRM records and the databases you choose to connect.
- 02
Respects existing access
Each user sees only what they can already see in the CRM.
- 03
Shows how it is used
Usage and the ratings reps give to answers flow into your own dashboards.
- 04
Runs in your Microsoft environment
Built on Dynamics 365 and Microsoft Foundry, with the option to use your own Foundry instance.
What comes with every licence, and what Ask-Nova Plus adds
Every user gets AI on day one. Ask-Nova Plus is for teams that want more data, voice, languages, admin tools and openness to the AI tools they already use.
Included with every licence
3 features- 01AI SummariesA short brief on an HCP, an HCO or the whole territory.
- 02AI InsightsFlags what is worth knowing, without the rep having to ask.
- 04Embedded Note TakerTurns a spoken or typed note into the CRM meeting record.
- More data
- Voice
- Languages
- Admin tools
- Openness to the AI tools you already use
Select a feature to see it in the meeting cycle below.
Thirteen features, grouped by who uses them and when
Before the meeting
For reps- 01
AI Summaries
A short brief on an HCP or HCO on its record page, or on the whole territory from the home page, so reps walk in prepared.
Microsoft Foundry
Dataverse
Included - 02
AI Insights
Flags what is worth knowing about the customer or account the rep is viewing, without the rep having to ask.
- Microsoft Foundry
- Dataverse
Included
During and after
For reps- 03
Conversation Analysis
Captures the meeting and who said what, then pulls out sentiment, key messages, follow-up actions and coaching tips.
- Microsoft Foundry
- Azure
Ask-Nova Plus - 04
Embedded Note Taker
Turns a spoken or typed note into the CRM meeting record and sets objectives for the next call.
- Microsoft Foundry
- Dataverse
Included - 05
Companion App
Fills in the call report after a meeting and detects the HCP, products discussed and next best action.
- Microsoft Foundry
- Dataverse
Ask-Nova Plus - 06
Ask-Nova Assistant
Answers plain-English questions such as “When did I last meet this customer?”, in the CRM app and in the AI tools reps already use.
- Microsoft Foundry
Copilot Studio
Teams
Ask-Nova Plus
Anywhere, any language
For reps- 07
Voice Interaction
Reps talk to Ask-Nova hands-free between calls, without typing on a phone or tablet.
- Microsoft Foundry
Ask-Nova Plus - 08
Multi-Language Support
Questions and note capture in multiple languages, so regional teams work in their own language.
- Microsoft Foundry
Ask-Nova Plus
Admins, IT and partners
For admins, IT and partners- 09
Ask-Nova Studio
Build custom AI skills, tools and agents on your CRM data, or bring in third-party agents.
- Microsoft Foundry
Power Platform- Dataverse
Ask-Nova Plus - 10
Data Connectivity
Answers draw on CRM data, device context, SAP and other business systems you connect.
- Dataverse
Azure SQL
Ask-Nova Plus - 11
MCP Server
Lets Copilot, Teams, Claude, ChatGPT and partner tools work with your CRM data, under each user's own access.
- Copilot Studio
Microsoft 365 Copilot- Teams
Ask-Nova Plus - 12
AI Configurator
Guides admins through setting up a new business unit, from data to territories.
- Microsoft Foundry
- Power Platform
- Dataverse
Ask-Nova Plus - 13
AI Support Tool
Lets support and admin teams query CRM data in plain English to resolve issues faster.
- Microsoft Foundry
- Dataverse
Ask-Nova Plus
See Ask-Nova on your own CRM data
We'll walk through the AI your reps get on day one, and what Ask-Nova Plus and Ask-Nova Studio add for your teams.
Get a demo