Capture conversations. Orchestrate revenue. Automate your CRM.

CRM Assist helps growing sales teams turn unstructured signals from calls, email, and Slack into clean CRM execution. For teams of 5 to 50 reps, we make it possible to reduce manual admin, improve pipeline visibility, and create a more autonomous CRM. We start with the tools you already use, like call recorders, notetakers, and conversation transcripts, then automatically turn that activity into CRM updates, tasks, populated fields, and guided next steps. Open deals can be scored by AI, workflows can trigger follow-up actions, and forecasts become grounded in real buyer conversations instead of gut feel. The result is more rep productivity, cleaner data, and a revenue engine built to scale.


CRM Assist

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Teams

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CRM Assist

Org chart

Teams

Offices

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