Keep track of customers between renewals.
TellMyCRM keeps track of what you promised each customer, what is still open, and which customers have gone quiet. Every customer gets a summary, whether or not there is an open deal.
Free for 14 days, then from £19 a person a month. Card needed. Cancel in the first 14 days and you pay nothing.
Works with HubSpot, Pipedrive, Zoho, Salesforce and Dynamics 365.
Every customer, remembered.
Prepare for renewals
Create a deal for each renewal. You then get its summary, a brief before each meeting, warnings, and a line in the Monday update.
Every promise stays on record
Emails and meetings are saved on the contact and the company, even when there is no deal. A promise made in March still shows in September.
A new account manager gets the history
When you connect, TellMyCRM can add past emails to every customer. A new account manager takes over a relationship, not a blank record.
Know when a customer goes quiet.
Every hour, TellMyCRM checks how quickly each customer replies and spots silences with no known reason. Whoever last wrote to that customer gets a message. They reply “chase”, and a follow-up email is written for them to send.
Build the account plan in Claude, ChatGPT, Grok or Gemini.
Claude
ChatGPT
Gemini
Grok
How to connect →
Ask “Build an account plan for Fellgate.” Your AI app asks TellMyCRM for everything about the customer, researches the company on the web, and writes the plan. You check it and use it.
The whole customer
Every deal with them, open, won and lost, with the totals. The emails and meetings in date order, and what the open deals are still missing.
Who you know, and who you don’t
The people at the customer and their part in buying, from your CRM and your meetings. The plan names who is missing from the relationship and who to meet next.
What your CRM already knows
Open support tickets, quotes sent and follow-ups past their date, so a complaint is in the plan before the renewal conversation, not after it.
A 90-day plan
Where you could grow (other teams, products, sites), the risks to the open deals, and the next 90 days as dated actions with an owner on each.
Research kept on the account
What the AI app finds on the web is kept on the customer in TellMyCRM, dated, with when to look again. The next plan, and the next person, starts from it.
Back into your CRM, on your yes
The next step, a short note of what was found and new people with their role are read back to you in the chat. Only your yes writes them to the CRM.
The renewal deck too: “Build a pitch deck for Fellgate” makes it in your own PowerPoint template. Proposals & tenders →
Keep every customer close.
Account management is in Core, £19, using your CRM’s notes and saved emails. Pro, £39, also reads what those emails and meetings say, and writes the chase email.
Free for 14 days, then from £19 a person a month. Card needed. Cancel in the first 14 days and you pay nothing.