Your CRM Updates Itself

After every call, the AI reads the transcript. Updates the CRM. Adds notes. Tags the lead. Triggers the next automation. Your sales team just sells.

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Zero manual data entry Works with any CRM Real-time updates

The Problem

Your CRM is only as good as the data in it. And right now? It's a mess.

  • Reps hate data entry. So they don't do it. Or they rush it.
  • Call notes are missing, incomplete or impossible to find.
  • Lead tags are inconsistent. Reporting is unreliable.
  • Automations don't trigger because the data wasn't entered correctly.

Bad CRM data costs the average B2B company 20-30% in lost revenue. That's not a software problem. It's a data problem.

What if your CRM updated itself after every call? Perfectly. Consistently. Without anyone touching it.

The AI-Powered CRM Automation

An AI agent that listens to your call recordings or reads transcripts. Extracts the key information. Updates your CRM with notes, tags and next actions. Triggers follow-up automations automatically.

1

Call Completed

Sales call finishes. Recording or transcript is processed by the AI.

Deliverable: Automatic processing

2

Data Extracted

AI identifies key information. Pain points. Budget. Timeline. Objections. Next steps.

Deliverable: Structured data

3

CRM Updated

Notes added. Lead tagged. Fields updated. Automations triggered. All within minutes.

Deliverable: Complete CRM update

Traditional Approach Our Approach ROI Impact
Manual entry takes 10+ minutes per call Automated in under 2 minutes 80% time savings
Inconsistent or missing data Standardised every time 95% data accuracy
Automations fail due to bad data Reliable automation triggers 100% automation success

Everything Included

AI Agent Configuration

$3,200

Custom-trained to extract the data fields you care about

CRM Integration

$1,800

Deep integration with your CRM fields, tags and automation triggers

Template Library

$1,200

Pre-built note templates and tagging frameworks

Ongoing Optimisation

$1,200/mo

Monthly reviews to improve extraction accuracy

Total Value

$7,400 setup + $1,200/mo

Your Investment

$2,300 setup + $900/mo

You Save: $3,900 in first year

Results You Can Expect

Reps Sell More

No more admin work. Your team spends time on what matters.

Average rep gained 6 hours per week back.

Clean, Reliable Data

Every call logged the same way. Reporting you can actually trust.

Automations That Work

Follow-ups trigger because the data is always there and always right.

Better Coaching

Managers can see what's happening in calls without listening to every one.

How It Works

1

CRM Audit

Week 1

We review your current CRM setup, fields, tags and automation triggers.

Field mapping Tag taxonomy Automation review
2

AI Configuration

Week 2

Train the AI to extract the specific data you need from calls.

Extraction rules Note templates CRM connection
3

Testing

Week 3

Process sample calls. Verify accuracy. Refine extraction.

Pilot testing Accuracy review Refinement
4

Go Live

Week 4

Roll out to full team. Monitor and optimise.

Full deployment Team training Ongoing support

Our Guarantee

If you don't see 90%+ CRM data accuracy within 30 days, we'll refine until we hit the target.

What we need from you:

  • Use a supported CRM (HubSpot, Salesforce, Pipedrive)
  • Have call recording enabled
  • Provide sample calls for training

Is This Right For You?

Great Fit If...

  • Your team makes 20+ sales calls per week
  • CRM data quality is a known problem
  • You have automations that depend on accurate data
  • You want to free up rep time

Not Right If...

  • Fewer than 10 calls per week
  • No call recording capability
  • You're happy with current data quality

Investment

Setup

$2,300

One-time

Monthly

$900

Ongoing

Typical ROI: 3x within 60 days

Client Results

SaaS

CRM Accuracy Jumped from 45% to 97%

Challenge

Reps were rushing through CRM updates. Data was inconsistent. Automations were failing.

Solution

Deployed CRM Agent to automatically process call transcripts and update the CRM.

Metric Before After
Data Accuracy 45% 97%
Rep Admin Time 8 hrs/week 1.5 hrs/week
Automation Success 62% 99%
"Our reps love it. No more data entry. And our reporting finally means something."
- Rachel Wong, Sales Ops Manager, CloudSync

Frequently Asked Questions

What CRMs do you integrate with?
HubSpot, Salesforce and Pipedrive natively. Others via API or Zapier.
Does it work with Zoom calls?
Yes. Any platform that provides transcripts or recordings.
How accurate is the data extraction?
We target 95%+ accuracy. Most clients see 97-99% after optimisation.
Can it trigger custom automations?
Yes. Based on specific words, topics or field values extracted from the call.
What if the call quality is poor?
The AI is trained to handle typical call quality. Very poor recordings may need review.

Ready to Get Started?

Book a strategy call. We'll show you exactly how this works for your business.

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