Free your reps from CRM data entry and follow-up writing.
We integrate AI into the tools your sales team already uses — capturing call notes, drafting follow-ups, updating CRM fields and surfacing the next best action automatically.
What teams running this workflow tell us before we start.
Reps lose 8–12 hours/week to admin
Manual call notes, CRM updates, follow-up writing — admin burns the time reps should spend selling.
Pipeline data is unreliable
What's actually in CRM rarely matches what's actually in deals. Forecasting suffers, leadership flies blind.
Follow-ups are generic
Reps default to templated follow-ups because writing custom ones takes too long. Conversion suffers.
The four building blocks of a working sales & crm workflow.
AI call summaries that write themselves to CRM
Calls are transcribed, summarized into structured notes, and written into the right CRM fields automatically.
Follow-up drafts grounded in your past wins
Drafts pull from product data, past closed-won emails and conversation history. Reps edit and send instead of starting from scratch.
Pipeline hygiene & next-step suggestions
We flag stale deals, missing data, and recommend next steps based on stage progression patterns from your historical wins.
Works with your CRM
Salesforce, HubSpot, Pipedrive, Close — we plug into your existing CRM and respect your existing fields and processes.
Multi-rep B2B SaaS pilot — +14% conversion in 8 weeks.
What teams ask before we kick off.
Only if they're grounded in your real product and past closed-wons. Generic LLM drafts get ignored. Drafts citing your actual content get sent.
Want to see if this fits your team?
20-min audit. We map your workflow, estimate ROI, and tell you straight whether automation makes sense.