Sales
CRM
A CRM that fills itself in from your email and meetings, and tells you who to follow up with.
Take a look inside.
Previews show illustrative example data. People and companies shown are fictional.
What you can do
with CRM.
- Reads your mail and meetings since the last read (the first time, the last 30 days) into each person's timeline, and suggests the people you met
- Fills in a person's or a company's empty details (role, company, LinkedIn, city, size) from their email signature and the web, as suggestions to keep
- Drafts a short follow-up to someone who has gone quiet or hasn't answered, or a reply to someone waiting on you, in your voice, from the thread
- Sends the follow-up you pressed Send on from your mailbox, in its thread, and adds it to the timeline
- Brings your people, companies, deals and their stages in from the CRM you used before, once, changing nothing there
Start a conversation.
A few things you can ask CRM.
- Build my CRM from my email and calendar
- Who should I follow up with this week?
- Import my contacts and deals from my old CRM
- Fill in the details of the people I met this week
- Draft a follow-up to everyone who went quiet on an open deal
- Where do my open deals stand?
Part of a bigger picture.
Find this app in these collections.
App previews show example data.
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