For sales managers

The CRM that keeps itself current.

Your reps already say what happened, in voice notes, typed messages, emails and meetings. TellMyCRM puts all of it into your CRM, so the figures you see on Monday are up to date.

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.

Works with HubSpot, Pipedrive, Zoho, Salesforce and Dynamics 365.

TellMyCRMMonday · 8:00am
Monday brief, Dan. Open pipeline: £412,000 across 30 deals. Closed last week: 2, £21,500. At risk: 3, £61,000. - Carrow Fittings: cooling — replies 4 days (was same-day), last met 2 Sep (Joe) - Marsh and Co: no next step, last met 9 Sep (Sarah) - Northgate Homes: quiet 21 days, last met 12 Aug (Joe) £38,000 to go, three Mondays left.
What you get

Everything the rep knows, on your desk before the first meeting.

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.

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, and the close date has moved twice. So you know which call to make.

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. Nobody has to find the time.

The story of every deal

For each deal: who is involved, what they need and what each side promised. Each point shows the email or meeting it came from. Anyone can pick up a deal by reading a few lines, not thirty fields.

Ask it

“What is the team doing 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.

Sarah

5 customer 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 customer 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 customer meetings, 1 in person

  • Tue 11:30Trent Valley ToolsIn person
  • Wed 14:00Oakfield PlasticsTeams
  • Fri 10:00Cobb and WellsTeams

Not in the diary

What the week is missing

£15,000 of at-risk pipeline has no meeting booked: Northgate Homes (Joe, quiet 21 days).

Coaching

Coaching you can measure, at 30, 60 and 90 days.

  1. 01

    See who needs help

    TellMyCRM shows who needs help and with what: the decision maker not named, no next step agreed, no meeting held.

  2. 02

    Agree one thing

    You and the rep agree one change. TellMyCRM records it, so it is not lost on a sticky note.

  3. 03

    Check whether it changed

    At 30, 60 and 90 days, TellMyCRM compares the rep’s deals against what you agreed, and tells you.

Coaching, in full →

Owen Nash · won rateteam 59%
36%
Business metrics missingwhat to coach on
8 of 9 deals
Joe Spicer · working onchecked at 30, 60, 90 days
The budget holder

From the Coaching page, with an invented team.

A sales manager reading the Monday brief on her phone in the kitchen
No rollout pain

Your reps change nothing about how they work.

There is no new app and no form to fill in at the end of the day. After a call, reps send a voice note or type a quick message on WhatsApp, Slack or Teams, as they already do. TellMyCRM tells them what it will change. They reply YES, and the CRM is up to date. So your Monday brief is built from the latest facts.

Run Monday from the truth.

Free for 14 days. Your reps keep working the way they do now. You finally see what is really happening.

Start free for 14 days See the plans

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