CRM Data Entry Automation

Reps get back their time. Leaders get better visibility and reporting.

Automate CRM Data Entry

Capture all interactions between sellers and buyers without requiring Reps to remember to tag emails or interact with any App.

  • Email, meeting, call, SMS, activity tracking
  • Contact auto creation & Opportunity association
  • Fill in custom CRM opportunity fields

Capture Data from Reps at the Right Time

Immediately capture next steps after meetings. Collect any custom input via messaging apps like Slack and SMS text messages.

  • Conversational interaction in Slack
  • Simple ubiquitous interaction via SMS
  • Reminders + Rep input

Customize Fields for Your Sales Process

Customize the system to your own sales process (MEDDIC, etc). Tell what fields must be filled out at what stage.

  • Capture next steps
  • Capture custom opportunity fields
  • Text and contact role capture

Build Marketing & Sales Alignment

Automatically identify and record all contacts engaged around an opportunity. Give Marketing teams the data they need for proper attribution and ROI measurement.

  • Ease marketing attribution
  • Grow target contacts automatically
  • Improve sales marketing alignment