Talk to your data.
Get answers instantly.
Sweet Treat is the intelligent AI workspace in Sweet CRM. Talk to your data in natural language about customers, cases and deals – analyse, instruct and act, and get answers, summaries and Next Best Actions without leaving your workspace.
Customer for 4 years. Renewal quote expires in 2 days. 3 open cases – all within SLA. NPS 8/10.
An intelligent workspace in your CRM
Sweet Treat is the intelligent workspace in Sweet CRM. It sits as a side panel in your work view and automatically senses the current customer and case.
Instead of searching through tabs, reports and documents, you talk to your data in natural language. Sweet Treat analyses your own information: structured data in Sweet CRM and knowledge from Sweet Knowledge Hub – documents, policies, contracts and processes. You get answers, summaries and concrete next steps, right where you already work.
From data to decisions in four steps
Sweet Treat makes the business’s data usable in natural language – without training, commands or complex searches.
Open the workspace
Sweet Treat sits as a side panel in Sweet CRM and automatically senses the customer or case you are working on.
Talk to your data
Write in natural language – ”summarise the customer” or ”what should I prioritise today”. No commands required.
Get answers in context
The AI retrieves answers from CRM data and Sweet Knowledge Hub and presents them clearly – with source and context.
Act immediately
Get Next Best Action suggestions and start actions with your own approval. Original data is never changed automatically.
Talk to your data
Sweet Treat understands natural language. Here are examples of what users do every day – no real customer data is shown.
About customers
- Summarise the customer before the meeting
- What is the status of my largest account?
- Which customers should I prioritise today?
About cases
- Which cases need my attention?
- Summarise the history of case #2891
- Are there similar cases we have solved before?
About deals
- Which deals are at risk of being lost?
- What is the next step in this deal?
- What objections can I expect?
From the knowledge base
- What does our pricing policy for 2026 say?
- Find the right answer in the service manual
- What terms apply on renewal?
Next Best Action
- What should I do next with the customer?
- Which follow-up has the greatest impact?
- Who is at risk of churning this week?
Summaries
- Summarise the week’s activity on the account
- Turn the call into a meeting note
- Draft a follow-up email
Concrete next steps – automatically
Suggests concrete next steps based on customer data, activities and deal status – so the right action happens at the right time.
- Prioritised actions per customer and case
- Suggestions in the flow – you approve, the AI prepares
- Early signal of risk and opportunities
A full customer picture in seconds
Summarises a customer, a case or a week. Reads through history, notes and documents and surfaces the essentials – structured and in context.
- Account summaries ahead of meetings
- Case history without scrolling
- Drafts for emails and meeting notes
Analysis on your business data
Sweet Treat works with data from several sources at once – structured data in Sweet CRM (customers, cases, deals, activities) plus documents, contracts, email and notes. More relevant data sources give better analyses and recommendations.
- Combines CRM data and Knowledge Hub
- Patterns, trends and anomalies
- Answers with source and context
Built for the whole customer journey
Sweet Treat tailors the answers to role and process – for sales, customer service and back office.
Sales
- Prioritise the right customers and deals
- Prepare meetings in seconds
- Next Best Action in every deal
Customer service
- Quick case summaries
- Suggested replies from Knowledge Hub
- Resolve more cases within SLA
Back office
- Interpret and structure information
- Find the right routine or policy instantly
- Less manual duplicate work
Where Sweet Treat makes the biggest difference
A few common scenarios where Sweet Treat delivers value every day.
Prepare the meeting
Ask for an account summary before the call – history, status and risks on one screen.
Faster case replies
Suggested replies grounded in the business’s knowledge – cases are resolved without searching through manuals.
Move the deal forward
Ask for the next step and likely objections – and act while the timing is right.
Plan the day
”What should I prioritise today” – a ranked list based on actual business data.
Good to know about Sweet Treat
What is Sweet Treat?
Sweet Treat is the AI-powered chat in Sweet CRM. It lets users talk to their data in natural language about customers, cases and deals and get answers, summaries and Next Best Actions directly in the workflow – without switching systems.
How do users work with Sweet Treat?
The user opens Sweet Treat as a side panel in Sweet CRM, expresses what they want in natural language and gets answers in context. Sweet Treat automatically understands which customer or case is open and retrieves answers from your CRM data and Sweet Knowledge Hub.
Which data does Sweet Treat use?
Sweet Treat uses data from several sources: structured data in Sweet CRM (customers, cases, deals) plus documents, contracts, policies and notes via Sweet Knowledge Hub. The more data sources connected, the better the precision.
What is a Next Best Action?
A Next Best Action is a concrete, data-driven suggestion of what to do next – for example follow up a customer, send a renewal proposal or escalate a case. You approve the action yourself; original data is never changed automatically.
Does Sweet Treat change data automatically?
No. Sweet Treat suggests and prepares, but actions are only carried out with your approval. You are always in control, and original data is protected.
Use Your Data. Create Your Advantage.
Give your team an AI colleague in your CRM
See how Sweet Treat turns business data into answers, summaries and next steps – directly in the workflow.
