Answer every proposal and tender from what your company already knows.
TellMyCRM keeps your company’s knowledge in one place: your website and documents, your past proposals, the tender answers you have already approved, your certificates, what you know about each customer, and your PowerPoint template. Ask Claude, ChatGPT, Grok or Gemini, and it writes the proposal, completes the tender or builds the deck from that, not from guesswork.
Six libraries, filled once and kept up to date.
You add each one on the Knowledge page in TellMyCRM. Anything a rep adds can be kept just for them or shared with the whole team.
Your company
TellMyCRM reads your website page by page. Add your product sheets, price lists, case studies and policies as PDF, Word or Excel files, or as links.
Your proposals
Upload the proposals you have sent, with who each was for and whether you won it. A sales manager marks the best ones. A new proposal is written in their style, starting from the closest match.
Your tender answers
Upload the tenders you have already completed. TellMyCRM pulls out every question and your answer. A sales manager approves each answer before it is used again, because it goes out in your company’s name.
Your evidence
Insurance, accreditations, policies and CVs, each with its expiry date. A certificate that has run out is flagged before it reaches a buyer.
Your customers
The first time a new customer appears in your CRM, TellMyCRM reads their website. Research your AI app does on a customer is kept on their account, dated, with when it is worth looking again.
Your PowerPoint template
Upload your company template once. Every pitch deck is built in your own layouts, colours, fonts and logo.
When a customer asks something in an email that nobody could answer, the question is listed for your manager, and the answer becomes part of the company’s knowledge. (Outlook & Teams.)
One sentence, and it does the writing.
Claude
ChatGPT
Gemini
Grok
How to connect →
Your AI app asks TellMyCRM for the deal, the customer and the right parts of your libraries, then writes. You check it and send it.
Complete the tender on the Harrowgate deal.
Used TellMyCRM · the tender on the deal · your approved answers
The completed tender is ready as a Word document. Nothing has been sent to Harrowgate.
“Write a proposal for Acme”
It reads everything TellMyCRM knows about the deal: what the customer told you they need, their budget and timing. It writes in the style of your best recent proposal, with the prices and case studies that fit them, and marks anything it had to assume.
“Complete the tender on the Acme deal”
Upload the blank tender against its deal. Every question is matched to your approved answers at once, adapted to the buyer. On a buyer’s website, Claude in Chrome fills in the fields and never presses submit: you check it and submit.
“Build a pitch deck for Acme”
Eight to twelve slides in your own PowerPoint template: their situation, what they told you, your solution, proof from a similar customer, the plan, the investment and the next steps.
“Research Acme and build an account plan”
It researches the company on the web and keeps the research on the account in TellMyCRM, so the next proposal, and the next person, starts from it.
Only what your company has approved.
Approved answers only
Tender answers are used once a sales manager has approved them. Anything with no good match is listed for you, not invented.
Nothing sent for you
Proposals, tenders and decks come back to you to check. Nothing is sent to a customer or submitted to a buyer by TellMyCRM or your AI app.
Private stays private
What a rep keeps just for themselves is used only when that rep asks. Your company’s documents are used for everyone.
Your company’s knowledge, ready for every proposal.
14 days free. Connect your CRM, fill the Knowledge page, then connect your AI app.
Free for 14 days, then from £19 a person a month. Card needed. Cancel in the first 14 days and you pay nothing.