Run a consistent revenue process with CRM Manager

Get an AI agent that automates key sales processes, implements your sales methodology without rep involvement, and keeps CRM data accurate—so RevOps can rest easy.

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What can CRM Manager do for you?

Fix your dark
pipeline

Automate account and contact creation
Set custom alerts to create deal

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Keep every deal
updated

Auto-fill three kinds of fields: core, methodology & custom

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Enforce sales
process

Real time interaction with reps to verify CRM data

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Fixing your dark pipeline

Creates & enriches accounts and contacts

It automatically sets up accounts and contacts for every rep meeting, enriching them with essential data so your CRM is always up-to-date with new leads.

Prompts reps to create deals at the right time

Using your preferred sales methodology (like BANT), it alerts reps when enough criteria (budget, authority, etc.) are met—ensuring deals are opened at the perfect moment.

Tracking the deals

Auto-fills core, methodology, and custom fields

It learns how to capture the right data for standard fields, sales methodologies, and even your unique custom fields—keeping your deals thoroughly documented.

Enforcing the process

Reminds reps to verify core fields

After every meeting, it sends a quick prompt for reps to confirm the core data captured in the CRM.

Nudges reps to validate custom fields

It requests confirmation on fields unique to your process, ensuring accuracy and alignment with your sales methodology.

Sends task completion reminders

It wraps up each day with a reminder to finalize any open CRM tasks. Unverified deals can automatically be deferred or marked closed-lost if reps don't complete updates.

Sends weekly RevOps reports

Every week, it alerts RevOps about newly created deals, enriched accounts and contacts, and any potential issues impacting the sales process

Fixing your dark pipeline

Creates & enriches accounts and contacts

It automatically sets up accounts and contacts for every rep meeting, enriching them with essential data so your CRM is always up-to-date with new leads.

Prompts reps to create deals at the right time

Using your preferred sales methodology (like BANT), it alerts reps when enough criteria (budget, authority, etc.) are met—ensuring deals are opened at the perfect moment.

Tracking the deals

Auto-fills core, methodology, and custom fields

It learns how to capture the right data for standard fields, sales methodologies, and even your unique custom fields—keeping your deals thoroughly documented.

Enforcing the process

Reminds reps to verify core fields

After every meeting, it sends a quick prompt for reps to confirm the core data captured in the CRM.

Nudges reps to validate custom fields

It requests confirmation on fields unique to your process, ensuring accuracy and alignment with your sales methodology.

Sends task completion reminders

It wraps up each day with a reminder to finalize any open CRM tasks. Unverified deals can automatically be deferred or marked closed-lost if reps don't complete updates.