For sales teams on HubSpot, Pipedrive, Zoho, Salesforce and Dynamics 365

Certified by Microsoft · Live for all 5 CRMs

Sales tells it.Managers ask it.

After a call, send a voice note or type a message on WhatsApp, Slack, Teams or the TellMyCRM phone app. TellMyCRM tells you what it will change. Reply YES and your CRM is updated.

TTellMyCRMJoe, sales repSarah, sales repThe sales manager
0:09 New deal for Hartwell Studio, thirty seats, £45,000, contact Kofi Mensah
Create new deal: Hartwell Studio, £45,000, contact Kofi Mensah. Reply YES to create it in HubSpot.
YES
Done. It is on the record.
move Selby Coatings to won, deal value £25,000
That sounds like Selby Coatings, £24,000. Update to Closed won at £25,000? Reply YES to confirm.
YES
Done. Selby Coatings is Closed won at £25,000.
who has meetings this week?
This week: 12 customer meetings across the team, 7 in person. Sarah has 5, Joe has 4, Nina has 3. £15,000 of at-risk pipeline has no meeting booked: Northgate Homes.
who is on target this month?
1 of 3 people have already hit their September target.

Already hit:
- Sarah: £43,000 won of £40,000 (108%)

On track:
- Joe: £27,000 won of £40,000, £13,000 still to find

At risk:
- Nina: £12,000 won of £40,000, £28,000 still to find

The team: £82,000 won of the £120,000 target (68%).
how are we comparing to last month?
September so far against August and July:
Won: £82,000 (6 deals). August £71,500 (5 deals), July £64,000 (5 deals).
Lost: £22,000 (2 deals). August £38,500 (3 deals), July £19,000 (2 deals).
New deals: £96,000 (5 deals). August £118,000 (7 deals), July £87,500 (6 deals).
Against August: won up £10,500, lost down £16,500, new deals down £22,000.
DealsHubSpot
Open pipeline£412,000
Hartwell StudioJoe£45,000New
Pennine SystemsJoe£30,000
Carrow FittingsJoe£28,000
Selby CoatingsSarah£24,000£25,000Won
Marsh and CoSarah£18,000
Northgate HomesJoe£15,000
✓ Written to HubSpot, 8:12am
✓ Written to HubSpot, 4:40pm
This weekEach person’s diary
Sarah 5 meetings, 3 in person

Mon 10:00FellgateIn person

Tue 14:00Marsh and CoTeams

Wed 09:30Selby CoatingsIn person

Thu 11:00Harlow InteriorsIn person

Fri 15:00Fenwick SuppliesTeams

Joe 4 meetings, 3 in person

Mon 13:00Alderton InteriorsIn person

Tue 10:00Carrow FittingsIn person

Wed 16:00Hartwell StudioTeams

Thu 09:00Pennine SystemsIn person

Nina 3 meetings, 1 in person

Tue 11:30Trent Valley ToolsIn person

Wed 14:00Oakfield PlasticsTeams

Fri 10:00Cobb and WellsTeams

Not booked: Northgate Homes, £15,000, at risk (Joe)

TargetsSeptember

Sarah£43,000 of £40,000Hit, 108%

Joe£27,000 of £40,000On track

Nina£12,000 of £40,000At risk

The team£82,000 of £120,00068%

Month by monthJuly to September
WonLostNew deals
July
August
September so far
Against August: won up £10,500, lost down £16,500, new deals down £22,000.
Start free for 14 days Try the Coaching and Reporting apps

Free for 14 days, then from £19 a person a month. Card needed. Cancel in the first 14 days and you pay nothing.

But updating the CRM is only the start.

TellMyCRM reads what is actually happening across your CRM, customer emails and meetings. So it knows where each deal stands, what is missing, what is at risk and what should happen next.

For the salespersonMore time selling.

Less CRM admin. Walk into meetings knowing what happened last time, what is still missing and what needs to happen next. Get help with follow-ups, proposals and tenders.

For the managerSee the truth behind every deal.

Know which deals are at risk and why. See the gaps in your sales method, what each salesperson needs to work on and whether the coaching actually changes their results.

For the Sales DirectorRun the number with evidence behind it.

Get the Monday report, pipeline review, forecast and board pack from the same deal evidence, with the deals behind every number.

Your first day

A free sales audit of your team, on day one.

Connect your CRM, and each salesperson connects their mailbox. TellMyCRM reads the last two years of emails on your deals and gives you one report on your sales business.

  • Your pipeline: what is real, and what is at risk
  • Why you win and why you lose
  • How well the team follows your sales method, deal by deal
  • Each salesperson against the rest of the team
  • Which emails get replies, with the lines that worked
  • What to fix first
Start free for 14 days See an example audit → Download it as a PDF

Free for 14 days, then from £19 a person a month. Card needed. Cancel in the first 14 days and you pay nothing.

Sales audit · example Open pipeline£1.83m Win rate53% Emails read4,009 What to fix first £427,600 of your pipeline needs checking before you count on it. Get a date the customer has agreed, or close the deal. 40 open deals do not yet show how the customer gets the contract signed. Stop sending emails like “Have you got an update for me?” Only 88 of 410 got a reply. Why you win Decision process known66% of won · 12% of lost Next step agreed79% of won · 26% of lost

Already use ChatGPT, Claude or Copilot?

Connect TellMyCRM and ask your AI assistant about your real sales business, not just the fields somebody remembered to type into the CRM. It works from the deal history, emails, meetings, sales method, company knowledge and reports TellMyCRM already holds.

Ask it from the AI app you already use
ClaudeChatGPTMicrosoft 365 CopilotGeminiGrokClaudeChatGPTMicrosoft 365 CopilotGeminiGrokClaudeChatGPTMicrosoft 365 CopilotGeminiGrokClaudeChatGPTMicrosoft 365 CopilotGeminiGrok
Microsoft Copilot In Microsoft certification
Teams & Copilot

Official Copilot agent & Teams app. Ask about deals, meeting actions and targets directly in Copilot chats.

ChatGPT In OpenAI review
ChatGPT App (MCP)

Verified domain & MCP tools. Ask about your pipeline, compare coaching to top closers, and update deals with YES.

Claude Ready via MCP
Claude by Anthropic

Connect your CRM via Model Context Protocol. Draft customer proposals, tender responses and account briefs.

Connect your AI assistant in 2 minutes →
Waits for your YESAny change to a deal: a new deal, the stage, the value, the close date.
Runs by itselfSaving what already happened: emails with your customers, and Teams meetings once you switch that on.
Never sent for youEmails to customers. TellMyCRM writes them into your Drafts, and you send them.
Works with the CRM you already have
HubSpotPipedriveZohoSalesforceDynamics 365HubSpotPipedriveZohoSalesforceDynamics 365HubSpotPipedriveZohoSalesforceDynamics 365HubSpotPipedriveZohoSalesforceDynamics 365
Certified by Microsoft Dynamics 365 Sales Live on Microsoft Marketplace →
Approved by Microsoft Outlook & Teams Pane Live on Microsoft Marketplace →
HubSpot
Marketplace in review HubSpot Integration Live today via OAuth
Salesforce
AppExchange in review Salesforce Integration Live today via OAuth
Pipedrive
Approved by Pipedrive Pipedrive Integration Live on Pipedrive Marketplace →
Zoho
Marketplace in review Zoho CRM Integration Live today via OAuth
The problem

Why the CRM is always behind

A CRM answers the manager’s questions. It does little for the sales rep. So the rep fills it in last, in a hurry, the night before the pipeline review.

76%

of CRM users say less than half their CRM data is accurate.

37%

have lost revenue as a direct result of poor data quality.

28%

of a rep’s week is spent actually selling.

Sources: Validity, State of CRM Data Management 2025; Salesforce, State of Sales.

One

Keep the CRM current.

The rep says what happened. Emails and meetings save themselves.

The meeting ends. The notes are already on the deal.

After a Teams call with a customer, TellMyCRM writes up the call on the deal in your CRM: what was agreed, and who owes what by when. Each action becomes a task. This is in the Pro plan.

GMGail Morton
HPHelen Price
DDan

Acme renewal · Teams call

TranscriptSummary
Helen PriceWe’d want to be live in October.
Gail MortonI’ll get the cleansed sheet over by Thursday.
DanAnd I’ll send the migration plan by the 19th.
Agreed
  • Live in October.
Owed
  • Gail: the cleansed sheet, by 18 Sep.
  • Dan: the migration plan, by 19 Sep.
✓ Written up on Acme renewal in HubSpot · 2 tasks added

This happens by itself once you switch it on. Until then, it takes three clicks in Outlook.

Two

Know what needs attention.

The Monday brief, the deals at risk and why, and who needs help.

For the sales manager

Everything the rep knows, where you can see it

Monday brief, Dan.
Open pipeline: £412,000 across 30 deals.
At risk: 3, £61,000.
£38,000 to go, three Mondays left.

Monday brief, 8am

Every Monday at 8am, your week arrives on your phone: what closed, what is slipping, and how far you are from target.

Cooling · Carrow Fittings
Replies 4 days (was same-day). Close date pushed twice.

Deals at risk, and why

TellMyCRM tells you why a deal is at risk, not just that it is. For example, the customer used to reply the same day and now takes four days. So you know which call to make.

Email from Gail Morton
✓ Saved to Acme renewal
Teams meeting with Acme
✓ Written up · 2 tasks added

Emails and meetings go into the CRM by themselves

Every email with a customer is saved on the right deal. Every Teams meeting is written up, and what was agreed becomes a task.

Joe Spicer · working on meeting the budget holder
Checked at 30, 60 and 90 days

Coaching you can measure

TellMyCRM shows which rep needs help, and with what. You agree one thing to work on. TellMyCRM checks at 30, 60 and 90 days whether it changed.

You, in Claude: Build me an account plan for Acme.
Using TellMyCRM: 2 deals, 41 emails, 6 meetings

Ask in Claude, ChatGPT, Copilot, Grok or Gemini

Connect TellMyCRM to the AI you already use. It answers with every email, meeting and change behind each deal, not just what was typed into the CRM. How it works →

Three

Follow through.

The next email, already written from what your company knows.

Emails in Outlook · Pro

Drafts that know your business, and theirs.

A generic AI only knows the email in front of it. TellMyCRM also knows what your company has told it, what the customer’s website says, and every email so far. That is why the draft is worth sending.

What your company knowsAnnual plans include setting up the whole team, up to 10 people.
Acme’s website · read when the deal was createdAcme is opening a second office in Leeds this autumn.
The emails so far · Gail Morton, 16 Sep“Could we get this closer to twenty? And can you deliver to our Dublin office?”
Draft reply · in your Drafts, not sent

Re: Acme renewal

Hi Gail, thanks for coming back to me.

The £30,000 includes setting up your whole team, up to 10 people your company, so the new Leeds office is covered from day one Acme’s website.

Happy to walk Helen through it before her board meets.

TellMyCRM could not answer: “Can you deliver to Dublin?” Nothing your company has shared says, so it is left out of the draft rather than guessed. Type the answer once and the whole team has it next time.

You choose what goes in: your website and the documents you share. How the knowledge base works →

Watch

See it for yourself

Say it once. It’s on the record.

Set up in minutes. Works with the CRM you already have. Plans are £19 (Core) or £39 (Pro) a person a month.

Start free for 14 days

Free for 14 days, then from £19 a person a month. Card needed. Cancel in the first 14 days and you pay nothing.