What is an AI CRM for Outlook?

An AI CRM for Outlook uses email conversations as the source for customers, deals, follow-ups, and pipeline status instead of relying only on manual CRM data entry.

Can Frida automatically create deals from emails?

Yes. Frida is built to detect sales opportunities in Outlook conversations and assemble them into a dealboard that stays connected to the original email thread.

What is an automatic dealboard?

An automatic dealboard is a pipeline where deal cards are created and updated from the customer conversations already happening in email.

Does Frida work with Outlook / Microsoft 365?

Yes. Frida connects directly to your Outlook / Microsoft 365 account and is ready in a few minutes.

Is Frida a CRM or an AI sales assistant?

Frida is both: an AI CRM for Outlook and an AI sales assistant that helps with drafts, follow-ups, and deal visibility.

Yes. We work GDPR-compliant. Your data is encrypted in transit and at rest and is not used to train shared models.

For trades & contractors

For trades: quotes, follow-ups and customer email — without the evening admin

Requests arrive by email while you are on a ladder. Frida reads them, gathers your quotes and jobs on one board, and prepares replies in your voice — so your evenings stop going to the inbox.

Try Frida free See product

Outlook conversationDeal found

Frida dealboard showing trade jobs created from Outlook requests

AI CRM for OutlookAutomatic dealboard

Every request becomes a job on your board — automatically

Quotes without a reply get a friendly follow-up before the customer moves on

Replies ready in your voice, with your prices — approve from your phone

Your inbox already runs your business — it just doesn’t show it

Every request, quote and promise already lives in your email. The problem is that Outlook shows a list of messages, not a list of jobs. Frida reads the conversations and builds the overview for you.

New requests are detected and become jobs with customer and scope.
Ongoing dialogues and accepted jobs are tracked as they progress.
Nothing to fill in — the board builds itself while you work.

From request to quote to won job

The stages match how trade work actually flows: a request comes in, you quote it, you follow up, you win it. Frida keeps every job at the right stage as customers reply.

See every open quote and what it is worth — in one place.
Frida notices when a quote has gone quiet and prepares the follow-up.
Won jobs keep their full email history attached to the customer.

Written by you — just faster

Frida learns how you write and what you charge. Upload a price list or connect your website, and replies come back in your tone with your facts — ready in about 8 seconds.

Replies sound like you, not like a robot.
Prices, services and terms come from your own documents.
You read, adjust and approve — nothing is ever sent automatically.

Built for small trade businesses

Frida fits plumbers, electricians, carpenters, painters, masons and contractors — from one-person companies to small teams, wherever the jobs arrive by email.

Works on your phone, so approval happens between jobs.
Requires only your existing Outlook or Microsoft 365 account.
14-day free trial on your own inbox — no credit card.

Comparison

Frida vs spreadsheet + memory

Most small trade businesses track quotes in a spreadsheet, a notebook or their head. It works — until a busy week hits.

CriteriaFridaSpreadsheet + memory

Overview of open quotes

Builds itself from your emails.

Needs daily discipline to stay true.

Follow-ups

Suggested automatically when a quote goes quiet.

Forgotten exactly when you are busiest.

Reply time on requests

Draft ready in about 8 seconds — approve from your phone.

After hours, from the kitchen table.

Customer history

Gathered per customer, automatically.

Scattered across threads and memory.

Maintenance

None.

Constant.

FAQ

Questions people ask about AI email assistant for trades

I don’t have time to learn a new system — how hard is it?

Connect your Outlook account and you are done. Frida builds the board from the emails you already have — there is nothing to set up or fill in.

Does it work with the emails I already have?

Yes. Frida reads your existing conversations and finds the open requests and quotes, so the board reflects reality from day one.

Can Frida use my prices?

Yes. Upload a price list or a few documents — or connect your website — and Frida drafts replies with your actual prices and services.

What if I don’t use Outlook?

Frida requires Outlook or Microsoft 365. If your email runs elsewhere, Frida is not the right fit — honestly.

What is Frida?

Frida is an AI-powered CRM for Outlook that automatically creates and updates deals from email conversations. It also drafts replies, tracks follow-ups, and keeps customer context connected to the inbox.

Does Frida work with Microsoft 365?

Yes. Frida is built around Outlook and Microsoft 365, so teams can keep working from the inbox they already use.

Does Frida send emails automatically?

No. Frida prepares drafts and suggestions, but the user stays in control and approves messages before they are sent.

Keep exploring

Related Frida pages

Outlook follow-upOutlook Follow-up

Frida turns every reply into the next follow-up — a draft in your voice, ready to send. Built for Outlook and Microsoft 365. You always press send; nothing is auto-sent.

automatic dealboardAutomatic Dealboard

Frida creates an automatic dealboard from Outlook conversations, detects opportunities, tracks follow-ups, and keeps deal status updated from emails.

GDPR and AI Act email assistantGDPR, AI Act & data security

How Frida processes your data: GDPR, disclosed sub-processors, EU-based processing, AI Act transparency and no training on your emails.

The category Frida wants to own

The CRM that updates itself from Outlook conversations

Frida is an AI-powered CRM for Outlook that automatically creates and updates deals from email conversations.

Start with Outlook