From Invisible to #1 Cited CRM in ChatGPT
How TechFlow CRM used Citr to identify content gaps and become the most recommended CRM software in AI search.
TechFlow CRM
SaaS / CRM
Key Results
The Challenge
TechFlow CRM was a growing player in the CRM space but virtually invisible in ChatGPT recommendations. When prospects asked AI assistants about CRM solutions, competitors like Salesforce and HubSpot dominated every response. Despite strong product reviews and growing market share, TechFlow wasn't being mentioned.
The Solution
Using Citr, TechFlow's marketing team tracked exactly which questions their competitors were winning. They discovered three major content gaps: integration guides, pricing comparisons, and migration documentation. Within 30 days, they created targeted content for each gap.
## The Challenge
TechFlow CRM had built a powerful product that customers loved. Their G2 reviews were excellent, customer retention was strong, and they were growing steadily. But there was a problem they couldn't solve with traditional SEO.
When potential customers asked ChatGPT questions like "What's the best CRM for small businesses?" or "How do I choose a CRM?", TechFlow was nowhere to be found. The AI consistently recommended their larger competitors.
"We were winning on Google," explains Sarah Chen, VP of Marketing. "But we realized a growing number of our potential customers were starting their research with AI assistants, not search engines. And we were completely invisible there."
Discovering the Gaps
TechFlow signed up for Citr to understand exactly what was happening. Within the first week, the insights were eye-opening.
Citr tracked ChatGPT's responses across hundreds of CRM-related queries. The data showed that while TechFlow appeared in ChatGPT's research pool (the sources AI uses to formulate answers) for only 12% of relevant queries, competitors like HubSpot appeared in 78%.
More importantly, Citr's competitive analysis revealed specific content gaps:
- **Integration documentation** - Competitors had detailed guides for every major integration
- **Pricing transparency** - TechFlow's pricing page lacked the comparison content AI prefers
- **Migration guides** - No content helping users switch from other CRMs
The Strategy
Armed with this data, TechFlow's content team got to work. They prioritized content creation based on Citr's opportunity scores, focusing first on high-volume queries where they had the best chance of winning.
Within 30 days, they published: - 15 integration guides covering popular tools - A comprehensive pricing comparison page - 8 migration guides from competing CRMs - Updated FAQ content with AI-friendly formatting
The Results
The impact was dramatic. Within 90 days:
- TechFlow's visibility score jumped from 12% to 53%
- They became the #1 cited CRM for "affordable CRM for startups"
- Monthly AI citations grew to over 2,400
- Organic demo requests increased by 127%
"The ROI has been incredible," says Chen. "We now treat AI visibility as seriously as we treat SEO. Citr is a core part of our content strategy."
Citr showed us exactly where competitors were winning. Within 3 months, we went from not being mentioned to being the top recommendation for CRM comparisons.
Sarah Chen
VP of Marketing, TechFlow CRM