Sales
Sales call coaching
Recorded sales calls are checked against your own playbook, so each rep gets a short note on what went well and the one thing to change next time.
Custom app
Sales · Automation
CRM logging and clean-up
AI CRM data entry and clean-up for sales teams
Logs calls, emails and meeting notes to the right CRM record, fills in missing fields and merges duplicates, so the pipeline reflects what really happened.
01 today
The problem
Salespeople put off CRM updates until Friday, then fill them in from memory or skip them. Records end up with duplicate contacts, blank stages and next steps that are months old. Managers stop trusting the reports and ask for updates in meetings instead.
02 the run
What the AI does
- Step 1: Watches sent and received email in Gmail or Outlook and attaches each thread to the matching contact and deal.
- Step 2: Turns Zoom or Teams call recordings into short notes with agreed next steps and logs them on the deal.
- Step 3: Suggests a deal stage change when the notes show progress, such as a proposal sent or a verbal yes.
- Step 4: Fills in missing fields like job title, company size and phone number from email signatures and the company website.
- Step 5: Finds likely duplicate contacts and companies and queues them for merging with the evidence side by side.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
Logging notes and filling blank fields happens automatically. Stage changes and record merges wait in a review list until the deal owner or sales ops person accepts them.
04 after
What changes
The CRM stays current without asking salespeople to do data entry. Managers can run reports and forecasts from the system again, and pipeline meetings spend their time on decisions rather than status updates.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
see also
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Company assistant
Tell us how your business runs. We'll tell you where AI fits.
A free 30-minute call. You talk, we ask questions, and you leave with a few concrete ideas — or an honest answer that AI isn't the right fix yet.
Working with teams in the United States, United Kingdom and Australia.