A CRM that updates itself: AI fills in Salesforce, HubSpot, Odoo and Zoho
Your salespeople sell, the AI fills in the CRM: with Fair Note's CRM Level 2 option, fields update automatically after every conversation.
A CRM is only as good as what gets entered in it. And data entry often comes after the next meeting. The CRM Level 2 option of Fair Note starts from a simple idea: your salespeople sell, the AI fills in the CRM.
Fields updated automatically
After a meeting or a call, the fields in your CRM are updated from what was said. The salesperson no longer has to copy their notes.
Four supported CRMs
- Salesforce;
- HubSpot;
- Odoo;
- Zoho CRM.
All the connections are on the integrations page.
Meetings and calls, in one place
Fair Note captures video meetings (Teams, Zoom, Google Meet) and calls from your phone system (3CX, Yeastar, Aircall, Unyc, Sewan). Every conversation feeds the customer record. Also read: AI analysis of sales calls.
An option of the shared licence
The option is added to the customer's shared licence. For partners, it is one more argument to offer their customers: see the partner programme.