There is only one model in existence anywhere that we've tested that can make this service work to expectations:
RikAI 2 from Lazarus AI.
This model is built from the ground up to maintain factual accuracy, full truthfulness, intelligence-based assessments, along with the basics of classification, extraction, summarization and judgement.
Don't try this with Conversational GenAI, because all you will get is creative pseudo-advice peppered with unwanted and unrecognizable hallucinations.
You don't have time for that...use a service the gets it right the first time.
Two points of caution here: 1) Garbage in, Garbage out; and 2) Words matter.
The first point applies to the data from the CRM. The system can only work with what it is given, and the last thing you want here is hallucination.
The second point relates to the prompt itself. We'll give you a chance to modify the prompt later in this tour, and you can get a feel for what we mean.