What it does
Keeps the CRM current on the person's behalf.
Works with your apps
- HubSpotContacts, deals, notes and activity.Optional
- SalesforceContacts, opportunities, tasks and events.Optional
- PipedrivePersons, deals, notes and activities.Optional
- AttioPeople, companies, deals and notes.Optional
- GmailEmails with customers and prospects to log.Optional
- OutlookEmails and meetings to log.Optional
- Google CalendarMeetings that happened, to log against the deal.Optional
- FirefliesCall transcripts: next steps, objections, timelines.Optional
- GongCall recordings and what was agreed.Optional
- ZoomMeeting transcripts for calls the person joined.Optional
- Google SheetsA simple CRM in a sheet for people without one.Optional
Routines it runs for you
Set up with you in a quick chat, so each one fits you. Switch on the ones you want.
- Nightly CRM checkEvery day at 9 PM
More for sales
- Brief me before a sales callWalk into every call ready: a one-page brief on who's in the room, what was promised and what to ask, from just a company name.
- Who should I call today?Ranks the five people most worth calling today, with talking points from your emails and the deal. A spreadsheet works too.
- Build my client review deckBuilds a quarterly review deck for each client from your CRM, calls and results, every figure sourced and ready to present.
- Turn happy customers into case studiesShapes call notes, reviews and emails into case studies and testimonials, quoted word for word and published once the customer says yes.
- Find and win grants and bidsFinds grants and public bids you fit, checks every rule before you spend time and drafts from your real facts, so every hour counts.
- Write outreach that sounds like meFirst emails and follow-ups in your voice, each built on a real reason to reach out. You approve every send.
Put Keep my CRM up to date to work.
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