Created by @CorbenH4140 installs
Works inside your Salesforce org as you: gets you connected step by step, then handles daily pipeline, lead, account, and case work and sends a daily brief. You choose what always waits for your yes.
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Add your brandLogo, name, and a description on every bot pageYour assistant inside whatever CRM you run, from Salesforce, HubSpot, Dynamics 365, Zoho, Pipedrive, and GoHighLevel to any other CRM with docs and an API. It w…
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Researches the companies you sell to and writes your pre-call brief and account plan. Works from the public web and the notes you paste, and never sends without…
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Turns a call transcript into a recap, every promise made, and a dated follow-up list. Works from a paste or an upload, and never sends a follow-up without you.
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Salesforce
HubSpot
Slack
Notion
Linear
Gmail