How it works

From conversation to updated CRM.

One day for a sales rep, from the first voice note to the follow-up email. Everything here works today.

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.

TellMyCRMWhatsApp · 2:00pm

what's going on with Acme renewal?

Acme renewal — Proposal, £30,000, closes 31 October (Dan). Open: Gail asked "could we get this closer to twenty?" (email, 16 Sep). Waiting on Helen's approval (meeting, 5 Aug). Last met 11 Sep: Gail and Helen want to be live in October; Gail sends the cleansed sheet by 18 Sep. Our read: cooling — replies 4 days (was same-day).

One day

A rep’s day, start to finish.

The customer is Gail Morton at Acme. Nobody types into the CRM.

8:00

The Monday brief arrives

Before the day starts, Dan gets the week on WhatsApp: the pipeline, what closed, the deals at risk and how far there is to go.

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

9:30

A meeting at Acme

Dan meets Gail Morton at Acme about renewing. No laptop, no notes to type up afterwards.

Diary · 9:30
Acme · Gail Morton · in person

10:45

A voice note creates the deal

Back in the car, Dan says what happened. TellMyCRM tells Dan what it will save. Dan replies YES, and the deal, the contact and the note go into your CRM, linked together.

▶0:06

Create new deal: Acme renewal, £30,000, contact Gail Morton. Reply YES to save it.

YES

14:00

Gail’s email lands on the deal

Gail is in your CRM now, so the email is saved on the contact record and the deal, usually before Dan has read it.

Email from Gail Morton
“Could we get this closer to twenty?”

✓ Saved to Acme renewal

15:00

A Teams call is written up Pro

Gail brings in Helen Price, who signs it off. TellMyCRM writes up what was agreed, who does what by when, and their questions. Each action becomes a task on the deal.

Your IT admin turns on one Teams setting, Transcript API access, so TellMyCRM can read your call transcripts. Setup checks it for you and can send them the steps. If it is off, turn on transcription in the call as normal and paste the transcript into the Outlook pane; the write-up, tasks and follow-up work the same.

GMHPD

✓ Written up on Acme renewal · 2 tasks added

15:35

The follow-up waits in your Drafts Pro

TellMyCRM writes the follow-up email from the meeting, in your style. You check it and send it yourself.

Hi Gail, thanks for today. As agreed, I’ll send the migration plan by the 19th…

In your Drafts. Nothing is sent.

Days later

Gail goes quiet

TellMyCRM sends you one message saying why, with the emails behind it. Reply “chase” and it writes a follow-up for you to send.

Acme renewal is cooling. Replies 4 days (was same-day).

chase

minutes typing into the CRM.

Everything above happened because someone talked, emailed or met. That is the whole point.

Set up

Ten minutes to set up.

01
Connect your CRM
HubSpot, Pipedrive, Zoho CRM, Salesforce or Dynamics 365. One connection for the company.
02
Invite your sales people
Each confirms their work email and mobile, and WhatsApp is switched on for them straight away.
03
Reps talk. The CRM stays up to date.
Emails and meetings are saved to the CRM by themselves. Any change to a deal waits until the rep replies YES.

Included in every plan

A booking link for your email signature.

Customers pick a time when you are free, and the meeting goes into both calendars with the Teams link included.

They choose 30, 45 or 60 minutes, video or phone, and say what it is about. They get two reminders, and can change or cancel it themselves.

TellMyCRMOutlook · the booking arrives

Gail Morton booked 45 minutes on Monday at 10:00. About: the migration plan and the October dates. This is Acme, on your open deal Acme renewal.

Connect it once. Then just talk.

Core, £19 a person a month: WhatsApp, Slack and Teams, answers to any question, the Monday brief, emails saved by themselves and the booking link. Pro, £39, adds a panel inside Outlook: email drafts and meeting write-ups.

Start free for 14 days See the plans