---
title: "CRM Insight"
section: "Agent store — Sales — CRM Data Management"
canonical_url: "https://leverge.ai/agents/sales/crm-data-management/crm-insight"
category: "Sales"
process: "CRM Data Management"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# CRM Insight

Ask a question about the lead records in your CRM and get an answer computed from the selected rows, with the records it used shown alongside.

## At a glance

- Business function: Sales
- Process: CRM Data Management
- Runs: run on demand
- Run cost: 3 credits
- Uses a knowledge base: no

## What it needs

- **Lead records** (datasource) — Select the records the answer should be based on.
- **Your question** (text brief) — Ask about the selected records — counts, patterns, which to prioritise, what is missing.

## How it works

1. Answering from the selected records

## What it returns

- **Answer** (written summary)
- **Records used** (table of results)
- **What the data cannot tell you** (flagged exceptions)

---

Source: https://leverge.ai/agents/sales/crm-data-management/crm-insight — Leverge