CRM keeper
Puts call notes, mails and appointments in your CRM, so the customer picture is right without anyone retyping.
Saves, estimated: ± 2 hours a week
CRM keeper is an AI agent from Altramano for sales. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Reads the mails and appointments with a customer and puts a short summary with the contact.
- Puts a call note you dictate or type neatly into the CRM.
- Updates the status of a deal when something has been agreed.
- Reports a contact whose details no longer match.
An example
- In
- A three-minute dictated note after a visit to a customer.
- Out
- A tidy note with the contact in your CRM, two action points in your task list and the deal one step further.
Integrations it uses
HubSpotContacts, companies, deals, lists and workflows in HubSpot, with 24 triggers such as a new deal or a changed stage.
PipedrivePeople, organisations, deals and activities in Pipedrive, with triggers on new or changed deals.
SalesforceSearch, create and update records in Salesforce, with triggers on new or changed records.
GmailFind, send and answer mail in Gmail, with a trigger on new mail.
Microsoft OutlookFind, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.
Microsoft TeamsChannels, chats and messages in Teams, with triggers on new messages.- KVK HandelsregisterKVK HandelsregisterSearching for companies in the Handelsregister by name, town or KVK number and pulling the basic profile, the owner, the main branch and the branches of a registration, with a trigger at every new registration in a search.
Postcode.euLooking up a Dutch address by postcode and house number, completing and validating an international address and pulling the full address details through Postcode.eu, with a trigger at every newly supported country.
Where the limit lies
Notes and summaries it puts in the CRM itself; a changed deal value or status it puts in front of you first.
Frequently asked questions
Does it read all my mail?
Only the mailbox or folder you point it to, and only mails from contacts that are in your CRM.
What if it misunderstands a note?
You see the note before you carry on and change it. It keeps the original text with it.
Does it work with my CRM?
With HubSpot, Pipedrive and Salesforce. Without a CRM it keeps a customer table in your own environment.