Integrations & trust

Works with the CRM you already have.

Use HubSpot, Pipedrive, Zoho, Salesforce or Dynamics 365 from WhatsApp, Slack, Teams and Outlook. This page shows what TellMyCRM can see, what it does by itself, and what waits for you.

Supported CRMs

Connect once. Everything lands in your CRM.

Deals, contacts, notes, emails, meetings and tasks are saved in your CRM’s own records, where the rest of your business already looks for them.

HubSpotLive todayMarketplace in review
PipedriveLive todayMarketplace in review
Zoho CRMLive todayMarketplace in review
SalesforceLive todayAppExchange in review
Dynamics 365Live todayCertified by Microsoft

Using a different CRM? Tell us which one and leave your email. You will be first to know when it is supported.

Where your team uses it

No new app to learn.

WhatsApp

Nothing to install. Each rep confirms their mobile number once, then sends voice notes, asks questions and replies YES.

Slack & Microsoft Teams

The same conversation, in a Slack or Teams chat. Your admin adds the app once for the whole team.

Dynamics 365

Certified by Microsoft and listed on Microsoft Marketplace. Your Dynamics admin connects it once; deals, contacts, notes and tasks are written to Dynamics’ own records, and every change waits for the rep’s YES.

Outlook Pane

A panel inside Outlook, approved by Microsoft and installed from Microsoft Marketplace (Pro plan). It writes draft replies, writes up Teams meetings and spots new deals. Outlook & Teams →

Microsoft 365 Copilot

Official Teams & Copilot agent, currently in Microsoft certification. Ask Copilot about deals, next steps and team targets directly in Microsoft 365 chats.

ChatGPT App

Verified domain & Model Context Protocol (MCP) server, currently in review on the OpenAI directory. Query your pipeline, run coaching comparisons and confirm CRM changes in ChatGPT.

Claude & other AI apps

Claude, Grok or Gemini. Connect in two minutes via MCP, then ask questions, write proposals and confirm CRM changes in the chat. AI assistants →

Phone app

Nothing to download. Add tellmycrm.com/talk to your home screen, then talk or type. It reads the answers out if you want.

AI assistants

Ask about your deals in the AI you already use.

Connect TellMyCRM to Claude, ChatGPT, Microsoft 365 Copilot, Grok or Gemini and ask about your pipeline in your chat. Your CRM’s own connector gives the assistant what was typed into the CRM. TellMyCRM gives it every email with the customer, what was said in each meeting, how each deal has moved, what wins at your company and everything in your knowledge base. Ask it for an account plan, a proposal, a pitch deck in your template or a finished tender, and change the CRM with a yes in the same chat.

What it adds, and how to connect it →

Trust

What TellMyCRM can see, and what it never does.

TellMyCRM can see

  • Your CRM: deals, contacts, notes, stages, close dates, owners.
  • Email to or from someone already in your CRM. In Outlook, also the email you have open in the TellMyCRM panel.
  • Teams meeting transcripts where someone in your CRM was in the meeting. Zoom and Google Meet: paste the transcript or upload the recording.
  • Your calendar, for customer meetings. Private appointments show only as busy time.

TellMyCRM does not

  • Open email with anyone who is not in your CRM, unless you open it in the TellMyCRM panel yourself.
  • Send an email to a customer for you. TellMyCRM writes the draft; you send it. The one exception: booking confirmations and their two reminders.
  • Change a deal without the rep’s YES. Every change is recorded with who approved it and when, and can be undone for 24 hours by replying UNDO.
  • Use your data to train a public AI model.

Hosted in Europe (Frankfurt and Ireland). UK and EU GDPR compliant. Updates are written back to your existing CRM. The deal summaries TellMyCRM keeps are built from your CRM and your own emails and meetings, and are deleted with your account.

You stay in control

What happens by itself, and what waits for you.

Happens by itself

  • An email to or from someone already in your CRM is saved on their record and their deal.
  • A Teams meeting with them is written up on the deal and its actions become tasks, once you switch that on (Pro plan).
  • Your Monday brief, a brief before each customer meeting, and a warning when a customer stops replying.
  • A follow-up email, drafted into your Drafts when a customer goes quiet. You decide whether to send it.
  • Booking confirmations and two reminders, and the reports you set to arrive at 8am.

Waits for your YES

  • Any change to a deal: stage, value, close date, next step, or a new deal. Written only when you say YES.
  • Any message to a member of your team. Sent only on YES.
  • Any email to a customer. It waits in your Drafts and you send it.

Keep your CRM. Lose the typing.

14 days free. Connect your CRM in minutes. Cancel in the first 14 days and you pay nothing.

Start free for 14 days See how it works

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