TellMyCRM

TellMyCRM puts your pipeline in your inbox. Open any email and you can see whether the sender is already in your CRM - and when they are not, a banner offers to create the opportunity in one click.

What it does

• Spots opportunities. Senders who are not in your CRM yet are flagged as you read, so a live deal is never lost in the inbox.
• Drafts replies and forwards grounded in your own knowledge base, your prior emails and your tone - then rewrites them until they sound right.
• Logs to your CRM. Emails, notes and meetings go to HubSpot, Pipedrive or Zoho in one click.
• Books the meeting. Finds a time that works, creates the meeting and sends the invite.
• Answers questions about your pipeline from the pane - what is slipping, what has gone quiet, what to do next.

Nothing is written to your CRM until you say yes. You review every draft and every update before it goes anywhere.

TellMyCRM works with HubSpot, Pipedrive and Zoho. A TellMyCRM account is required, and the Outlook add-in is part of TellMyCRM Pro. See https://tellmycrm.com for pricing and a free trial.