AI CRM Concierge

After every meeting, you’re stuck doing the most boring task ever: manually logging notes and updating your CRM. It’s time-consuming, repetitive, and honestly, not why you signed up for this job. And let’s be real—things slip through the cracks. A missed note here, an incomplete update there. Before you know it, your CRM feels like a half-empty diary instead of the fully-stocked powerhouse it’s supposed to be.

With our upcoming CRM Concierge, you can stop worrying about the grunt work. She pulls data directly from your meetings and updates your CRM with zero setup.

Imagine this:

✅ No more scribbling notes while trying to stay present in meetings.

✅ No more “Oh no, I forgot to update that!” moments.

✅ No more falling behind on your pipeline because your CRM is out of date.

The Value You’ll Feel:

Stop managing your CRM. Let it manage itself. This is the future of productivity!

Right after you wrap up a meeting with a prospect or customer, our CRM Concierge jumps into action! She scans the conversation details to figure out which deal fields might need an update, then sends you a quick email with her suggestions. You choose which updates you want, and she handles the rest! No surprises—she’ll never change your CRM without your clear “okay.”

If the automatically selected deal or opportunity isn’t correct, you can use the dropdown to search and select a different one from your CRM. Related deals are shown by default, but you can search all available deals as well. Once a different deal is selected, the meeting will be reanalyzed to reflect the correct context before syncing.

If no related deal is found, the AI CRM Concierge will suggest creating a new deal based on the insights from your meeting. A chat message will prompt you with pre-filled details, allowing you to review, adjust, or confirm the deal creation in just a few clicks. This ensures that important opportunities are captured and synced without manual effort.

When creating a new deal, required fields will be pre-selected and cannot be removed to ensure successful CRM updates. These fields are determined by your CRM’s requirements, making sure the deal is created with all necessary information.

When updating an existing deal, AI CRM Concierge displays a tooltip next to the deal name. This tooltip provides context on why the deal was selected, based on meeting insights. This helps ensure transparency and clarity when syncing information to your CRM.

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Go to Automations and click "Get access" for Auto-fill CRM fields. This will lead you through the flow to activate your personal CRM Concierge. A simple step-by-step guide will walk you through turning on this magical feature. Sit back, relax, and let your CRM manage itself!

Admins can control which teammates have Auto CRM Sync enabled. You can apply it to all users in your company by selecting All team members, or manage access individually by choosing Selected team members and toggling access for each person.

If you want to ensure that a certain deal field is considered, then you can manage that in the CRM integration settings.

The CRM Concierge will provide better results when you add a description to your fields in the CRM. Ideally, you describe what to extract there ("Please extract the pain points from the prospect, typically X or Y") and if the field can be ignored or not (e.g., "Ignore this field").

Note: If it seems like the AI has ignored the description you added, please double-check that you're using the correct field in your CRM. The field name can vary slightly depending on the CRM:

By default, the CRM Concierge will consider all fields on the deal object. If you want her to focus on specific fields or exclude fields, then you can set that up in the CRM integration settings. Just enter the name of the field.

As a best practice, we recommend adding important fields for your revenue operations to "include fields" and fields that are either not relevant or should be filled out by a person to "exclude fields".

Admins can enable strict field inclusion mode to control which fields are included in the sync. When strict mode is on, only the fields listed in the configuration will be synced to your CRM. Additionally, syncs can be set to auto-accept without manual approval, and users can manage email notification preferences to be notified when a sync is pending approval.