Keep CRM data clean and actionable with AI that logs activities, enriches contacts, and nudges reps on next steps.
Summaries, enrichment, and scoring reduce manual entry and make every record ready for follow-up.
Recommendations are scoped to your playbooks and deal stages.
We log calls, chats, and emails to CRM with concise summaries, participants, and action items.
We enrich contacts/accounts where permitted and score leads based on fit and engagement.
We generate prompts for follow-ups, content to send, and cadences aligned to your playbooks.
We track accuracy, adoption, and outcomes to refine prompts and guardrails.
Auto-created notes from sales calls with action items.
Lead/contact enrichment and deduplication before routing.
Scoring that surfaces high-intent accounts for outreach.
Follow-up prompts tailored to persona and deal stage.
Weekly CRM hygiene checks with fixes suggested.
We prioritize clean records, safe enrichment, and audit trails.
Prompts and scoring reflect your stages, personas, and territories.
Access controls and logging keep automation reviewable.
AI automatically logs calls, chats, and emails to CRM with concise summaries, participant information, and action items. It enriches contacts and accounts, scores leads, and creates records without manual data entry, keeping your CRM clean and up-to-date.
AI analyzes CRM data, deal stages, and interaction history to generate personalized prompts for follow-ups, content recommendations, and cadences. These prompts are aligned to your sales playbooks, ensuring reps have clear guidance on next steps.
Yes, we implement safe enrichment practices with validation rules and audit trails. We prioritize data quality by enriching only where permitted, deduplicating records, and continuously monitoring accuracy to maintain high standards in your CRM.
We configure AI prompts and scoring to reflect your deal stages, personas, territories, and sales playbooks. Recommendations are tailored to your specific process, ensuring automation supports rather than disrupts your team's workflow.
We track accuracy of summaries and enrichment, adoption rates by your team, data quality improvements, and outcomes like time saved and pipeline clarity. This helps us continuously refine automation to deliver maximum value.
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