Two plans. Mix them across a team.
Core lets your team update the CRM and ask it questions from WhatsApp, Slack, Teams or the TellMyCRM phone app. It includes the Monday brief and reports. Pro adds coaching and one-to-ones for every sales person, a panel inside Outlook and Teams meeting write-ups. A common mix: managers on Pro, sales people on Core.
Update the CRM and ask it anything from WhatsApp, Slack, Teams or the TellMyCRM phone app. Reports included.
Billed monthly, one line on your invoice. Cancel any time.
Start Core trial£19 a month, or £190 a year: twelve months for the price of ten.
Everything in Core, plus coaching and one-to-ones for every sales person, and a panel inside Outlook, approved by Microsoft and on Microsoft Marketplace: emails and Teams meetings read onto the deal, and drafts in your voice.
Billed monthly: £19 Core + £20 Pro, two lines on your invoice. Cancel any time.
Start Pro trial£39 a month, or £390 a year: twelve months for the price of ten.
| Feature | Core£19 | Pro£39 |
|---|---|---|
| Update and ask | ||
| Update the CRM by voice note or typed message, on WhatsApp, Slack, Teams or the TellMyCRM phone app | ✓ | ✓ |
| Nothing changes until you reply YES | ✓ | ✓ |
| A photo of your handwritten notes | ✓ | ✓ |
| Ask anything: targets, one deal, what changed, your team | ✓ | ✓ |
| Ask from Claude, ChatGPT, Microsoft 365 Copilot, Grok or Gemini | ✓ | ✓ |
| …with every email and meeting behind the answer | – | ✓ |
| Reports and coaching | ||
| The Monday brief at 8am | ✓ | ✓ |
| Monday report, board pack and forecast (PDF or PowerPoint) | ✓ | ✓ |
| Coaching and one-to-ones for every sales person | – | ✓ |
| Account management | ✓ | ✓ |
| Deals and emails | ||
| Emails saved to the contact and the deal by themselves (Microsoft 365) | ✓ | ✓ |
| A summary of every deal, a brief before each meeting | ✓ | ✓ |
| A warning when a deal goes quiet | ✓ | ✓ |
| A booking link for your email signature | ✓ | ✓ |
| Inside Outlook | ||
| What your emails say, added to the deal summary | – | ✓ |
| Replies, new emails, rewrites and forwards drafted in your voice | – | ✓ |
| Drafts from your knowledge base and the customer’s website | – | ✓ |
| New deals spotted in the email you have open | – | ✓ |
| Teams meetings written up on the deal, actions as tasks | – | ✓ |
| A follow-up drafted when a customer goes quiet | – | ✓ |
| Works with | ||
| Microsoft 365 | ✓ | ✓ |
Free for 14 days. Card needed. Cancel in the first 14 days and you pay nothing. No new password: we use the sign-in your business already has.
The short answers.
Which plan do I need?
Core, if your team wants to update the CRM by message or voice note, ask it questions and get the Monday brief and reports. Pro, if you want to coach your sales people, or want TellMyCRM in Outlook: it reads what your emails and meetings say, writes up meetings, and writes drafts in your voice. You can mix plans across a team.
What happens when the trial ends?
Your card is charged and TellMyCRM carries on. We email you three days before the trial ends, and you can cancel on your billing page. Cancel within the fourteen days and you pay nothing. Either way, what is already in your CRM stays there.
Does it replace our CRM?
No. Updates are written back to your existing CRM (HubSpot, Pipedrive, Zoho, Salesforce or Dynamics 365). The deal summaries TellMyCRM keeps are built from your CRM and your own emails and meetings, and are deleted with your account.
Does it send emails to my customers?
No. TellMyCRM writes them into your Drafts, and you decide whether to send them. What TellMyCRM does send: your brief and the reports you schedule, to the people you choose; a message to a colleague once you say YES; and booking confirmations and reminders to whoever booked.
Do we need Microsoft 365?
Yes. You sign in with your Microsoft 365 account, and TellMyCRM reads your Outlook email, your diary and your Teams meetings from it. That is where most of what it knows about a deal comes from.
Can managers be on Core while reps are on Pro?
Yes. A manager on Core sees everything that the Pro reps’ emails and meetings add, as far as the manager’s access allows. You can mix and change plans per person at any time.
Can I try it with one rep?
Yes. Connect your CRM, invite one person, and they can start the same day. There is no minimum number of seats.
What does it read?
Your CRM; email to or from people already in your CRM; the email you have open in the TellMyCRM panel in Outlook; Teams transcripts where someone in your CRM was in the meeting; diaries, for customer meetings only. The full list →
Say it once. It’s on the record.
14 days free. Set up in minutes. Works with the CRM you already have.