CRM updates.
Turn emails and notes into proposed updates to contacts, opportunities and tasks.
Let’s discuss this taskThe starting
information.
- Notes
- CRM
Authorised sources, connected to your operating instructions.
CRM updates
- Matched records
- Proposed changes
- Update confirmation
Prepared according to your rules and review process.
The work today
Conversations move forward while the CRM falls behind. Manual updates take time and can leave colleagues and management with incomplete information.
What we automate
The workflow extracts details from exchanges, matches them to records and proposes updates. Where the integration supports it, it writes approved fields under agreed permissions and rules.
What you gain
Information that is easier to keep current, with a readable change proposal before it is recorded.
Your control
Ambiguous contacts, amounts and deal-stage changes are checked by the sales owner.
Where it makes a difference
Sales teams managing relationships, proposals and opportunities with digital tools.
Bring this workflow
into your business.
We define the sources, expected result and boundaries of a first pilot together.