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SalesAsks before anything ships

CRM Sync Secretary

Scans your inbox daily and keeps a deduped, current CRM. Returns crm updates + contact brain.

Run #2868
CRM updates + contact brain
Acme Corpupdated
Northstardeduped
Orbit Incnew
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How a run looks

TriggerSchedule
ToolsGmail · Sheets
BrainTone guide · Pricing · CRM rules
OutputCRM updates + contact brain
ApprovalRequired before updating recordsyou decide

What it does

CRM Sync Secretary pulls the data it needs, applies your sales brain, and produces crm updates + contact brain. It runs every day and asks before any risky action.

Company brain it uses

Tone guidePricingCRM rulesPast deals