CRM Update Manager
Every conversation lands in the CRM, without anyone typing it in.
Business Benefits
- Pipeline reporting reflects reality, not what reps found time to type
- Reps get their evenings back from CRM admin
- Account history is complete enough to hand over
- Commitments made on calls stop going missing
Key Features
- Reads sales e-mail, calls and meeting notes for contact and deal signals
- Writes new contacts, roles and account links straight into the CRM
- Advances deal stages and close dates from what was actually said
- Logs every touch as an activity, so account history stays complete
- Raises follow-ups a rep committed to but never logged
Interaction Channels and Integrations
Connects to
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HubSpot
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Salesforce
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Microsoft 365 Calendar
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Google Workspace Calendar
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MS Teams
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Fireflies
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OXYGEN
User Interaction Channels
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Microsoft 365 E-Mail
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Google Workspace E-Mail
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Telegram
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WhatsApp
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Twilio Voice
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Realtime Voice Listener (Chat Transcription) - Chat
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IP Phone System (SIP)
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Microsoft Teams Telephony
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ElevenLabs
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Strawberry Browser
At a Glance
Trigger
a sales conversation on any channel
Human in the loop
none — writes to the CRM; conflicts are flagged
Modelled time saving
83% across 5 core processes
The CRM is accurate without anyone doing data entry.
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