Your CRM, Always Up to Date.
Your AI coworker keeps Salesforce accurate and actionable — automatically logging activities, updating records, and maintaining pipeline hygiene.
Key Capabilities
Everything you need to keep Salesforce clean and actionable.
Auto-Update Records
Your coworker monitors email and Slack conversations, then automatically updates Salesforce records with relevant information — no manual data entry required.
Lead Qualification
Automatically score and qualify leads based on engagement signals. Your coworker routes hot leads to the right rep instantly.
Activity Logging
Every email, call, and meeting is automatically logged to the right contact and opportunity. Never miss an activity again.
Pipeline Hygiene
Your coworker identifies stale deals, missing fields, and data inconsistencies — then fixes them or alerts you for review.
How It Works
Connect Salesforce
Authenticate with OAuth in one click. Your coworker gets secure, scoped access to your CRM.
Define Your Rules
Set up how records should be updated, which activities to log, and when to alert you.
Let It Run
Your coworker works in the background, keeping Salesforce accurate 24/7.
Stop Fighting Your CRM
Connect Salesforce and let your AI coworker handle the data entry.