How do I keep the CRM updated without asking sales reps to do it?

How it works

The agent connects to the CRM and the inbox or calendar. After each email or meeting it updates the stage, the next step and the notes, and it drafts the follow-up. Every update is a step a person can read and undo.

What a person keeps

Record changes can wait for a person at first, then run alone once the updates are right. The agent never sends a message without an approval, and the CRM keeps its own history of who changed what.

What to watch for

Automation that writes to the CRM without showing its steps is how pipelines go wrong quietly. Read the steps for the first two weeks.

An example

After the meeting with Greyline Freight on Thursday, the Revenue Manager agent moves the deal to “Proposal”, logs the notes and drafts the follow-up for Dana to approve. The pipeline is £410k and current.

Example data is invented unless a customer is named.