A CRM your reps don't have to feed by hand.
Reps skip CRM updates because typing them takes time away from selling. Then the CRM is wrong and nobody trusts it. We log the activity automatically so the record stays current without the admin.
Sound familiar?
- The CRM shows a deal as active when the last real conversation was weeks ago.
- Call notes live in notebooks, phones and memory.
- Managers chase reps to update the CRM before every pipeline review.
- Reports are built from spreadsheets because the CRM data can't be trusted.
Built inside the tools you already use.
Automatic email logging
Emails with customers logged to the right contact and deal, without BCC tricks or manual clicks.
Call logging and summaries
Calls logged from your phone system, with an AI summary the rep can correct in a few seconds.
Clean fields
Duplicates merged, company data filled in, and required fields checked at the point they matter.
Next steps captured
Commitments from emails and calls turned into tasks with dates, for the rep to confirm.
How the build runs.
- 01
Audit the data
We check what is missing, duplicated or out of date, and where reps lose time.
- 02
Connect the channels
We connect inboxes and phone systems to the CRM with the right permissions.
- 03
Train and measure
Reps see what changed, and we track how complete the records are month to month.
Common questions.
Is AI call summarizing accurate enough?
It is a first draft. The rep confirms or edits it, which takes seconds instead of minutes. Customers' consent to recording follows the rules of the states you call into.
Why don't reps use our CRM?
Usually because it asks them for work and gives little back. Removing the data entry and showing them useful information, like order history, changes that.
Will this work with our current CRM?
Yes. We work inside HubSpot, Salesforce, Pipedrive and Zoho, and can connect most phone and email systems.
Other services
Quote follow-up
Most quotes that go quiet were never followed up, or were followed up once with "just checking in." We build the follow-up...
See how →Quote tracking and win/loss
If you can't see your open quotes, you can't manage them. We give sales managers a single list of every open quote, who owns...
See how →AI for RFQs and quoting
Reps spend hours retyping RFQs from emails, PDFs and spreadsheets into the ERP. AI can do the reading and the first draft. A...
See how →CRM and ERP integration
Quotes and orders live in the ERP. Customers and conversations live in the CRM. Reps end up checking both, or neither. We...
See how →Reorder alerts
Your ERP already knows how often each customer orders. Nobody in sales looks there. We turn that order history into a short...
See how →Twenty minutes. Three automations. Your numbers.
We walk through how inquiries, quotes and follow-ups move through your team and name the three automations that would pay back fastest. If nothing is worth automating, we say so.
Book a free review