Automatic CRM updates from meetings, pipeline reporting from live data, deal intelligence across calls, emails, and contracts. Connected to Salesforce, HubSpot.
CRM data entry that reps hate and skip. Meeting notes that never make it into the system. Deal intelligence scattered across calls, emails, and Slack. Manual reporting that takes hours every week.
Meeting transcripts become structured CRM data. 99% accuracy across meetings. Action items extracted and tracked.
Natural language queries against live CRM data. "Show me all deals over $100K stuck in negotiation for 30+ days." Weekly reports auto-generated.
Query across all deal context: calls, contracts, emails, meeting notes. Connect the dots across your entire sales process.
AI analyzes closed deals to identify patterns. What's working, what's not, surfaced from real data.
"Build a weekly pipeline report from Salesforce. Include stage changes, stalled deals over 14 days, and forecast."
Every CRM update, every deal query, every data access logged per-user. Sales leadership knows exactly who's touching what data.
Reps interact through natural language. Not another tool to log into.
CRM stays current because updates happen automatically from meetings.
Deal context survives rep turnover. Institutional memory built in.