CRM updates

Bravi

Voice and chat AI assistants for home-service companies handling leads, calls, and scheduling.

Caretta

Realtime sales call copilot for live answers, objection handling, follow-up, and CRM updates.

DoozerAI

AI consultancy that builds observable agents and automations inside existing business tools.

Gumloop

AI agent builder for connecting company apps, triggers, skills, and automated workflows.

Lindy

Slack-native AI teammate that runs scheduled work across Gmail, calendar, and apps.

Regie.ai

AI prospecting platform that discovers leads, personalizes outreach, and automates multichannel follow-up.

Rox

AI revenue platform with account-aware agents for prospecting, pipeline, customer, and renewal workflows.

Sameday

AI phone and messaging system that answers home-service customers, books jobs, and updates CRMs.

broadn

AI quoting agent that turns manufacturer inquiries and sales orders into CRM and ERP records.

tl;dv

AI meeting workflows that record, transcribe, summarize, and send insights into business tools.

Writer

Enterprise AI platform for delegating governed, on-brand work to agents

Call Disposition JSON

Convert call notes into CRM disposition, outcome, follow-up, summary, and do-not-call fields in JSON.

CRM Note from a Call Transcript

Turn a customer call transcript into a structured CRM note.

Opportunity Stage JSON

Infer a CRM opportunity stage, blockers, timing, competitors, and next step from deal notes in JSON.

Summarize a sales call and draft the follow-up

This skill takes a call transcript or rough notes and produces three things: a follow-up email draft for the customer, a short internal summary, and suggested CRM updates. Proposed CRM changes come with the transcript line behind each, and you choose which ones to apply.

Infer CRM opportunity stage from deal notes as JSON

Log a sales or support call disposition as JSON

Take a web form and put it in the CRM

Turn a customer call transcript into a CRM note