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CRM Updater · Team
A CRM that is never a week behind.
Keeps the CRM current from what people say in chat, email, and meetings, proposing each change for approval.
Every 3 hoursWaits for your yesTeam
You
You 9:41
Keep the CRM up to date.
CRM Updater 9:41
From today's chat, email and meetings there are three changes to make. Each waits for your yes.
CRM Updater needs your approval
Update 3 records
NorthwindStage to Proposal
GlobexNew contact: Dan Ruiz
AcmeNext step: send the quote
Without it, and with it
Without CRM Updater
- ×The CRM a week behind
- ×Updates typed after every call
- ×Deals discussed in chat, never recorded
With CRM Updater
- ✓Reads chat, email and meetings
- ✓Proposes each CRM change
- ✓Every change waits for your yes
More in Team
Standup Runner
Runs the daily standup: collects check-ins, chases the missing, posts the summary with blockers.
Weekdays at 10:00Blockers Watch
Every afternoon: what is blocked across the team, who owns it, and how long it has been stuck.
Weekdays at 16:00Data Answers
Plain-English answers from your CRM, tasks, expenses, invoices, and sheets, no SQL.
Hand over the first job.
Answer two to six questions about how you work and it starts.