Creates and updates deals in multiple pipelines, with associated contacts and companies
Create a new deal: IBM / Summer 2023 and a new contact, John Oats. Also, add a task to send a proposal.
You already have the contact John Oats. Do you want to use the existing contact or create a new one?
Use the existing one. Also, show me my tasks for this week.
Done! Your tasks for this week are: …
*And much more: we support all default and custom fields + engagements
Our assistant is integrated with popular messengers for enhanced user experience and on-the-go convenience. Additionally, we offer our own app for those seeking maximum data protection
The assistant is able to recognize and parse the information in your message, so you can update any fields, including custom ones directly with your voice
Weekly Admin Time