Keep customer records, opportunities, conversations, tasks, schedule meetings, and track sales activity automatically — so your team can spend less time updating the CRM and more time closing.
Capture the activity, understand the context, update the record, and surface the next move — all from the same system.
See contacts, companies, opportunities, tasks, and every interaction in context.
Turn meetings and sales activity into structured customer information automatically.
Ask AI what changed, which deals need attention, and what should happen next.
Move opportunities forward with workflows, follow-ups, scheduling, and sales tasks.
Meet your AI Sales Assistant
After meetings and sales activity, AI can extract outcomes, identify important details, update records, and help you understand what needs attention next.
Summit Co. — proposal sent 5 days ago with no follow-up.
Northstar — decision-maker asked for pricing details.
Blue River — next meeting is scheduled tomorrow.
✓ Send pricing breakdown
✓ Confirm implementation timeline
○ Schedule decision call
Conversation Intelligence
Record and analyze sales conversations so the important parts don't disappear when the meeting ends. Summaries, topics, and action items become part of the customer record.
Sales Coaching
Use call intelligence to highlight what is working, where conversations are getting stuck, and how reps can improve.
Sales pipeline
Visual pipelines make the state of your sales process obvious at a glance.
Customize your CRM
Use custom objects and contact fields to track the specialized information your team actually works with, and associate it with contacts, companies, and opportunities.
Keep customer records organized and connected.
Track deals visually and know what needs attention.
Keep follow-up work tied to the customer record.
Ask your sales data questions without building reports.
Turn calls into summaries, topics, and actions.
Help reps improve with feedback from real conversations.
Automate repetitive sales and follow-up tasks.
Track the data unique to your business.
Bring your contacts, companies, opportunities, meetings, and sales channels together.
Meetings and sales activity become structured CRM data instead of forgotten notes.
Ask questions, follow opportunities, coach your team, and act on what matters next.
Your CRM should help your team sell — not give them another job.
Talk to salesDFM CRM is a sales workspace for managing contacts, companies, opportunities, tasks, meetings, and customer activity, with AI helping keep records updated and surface useful sales insights.
Yes. Configured AI workflows can extract useful information from meetings and sales activity and use it to update customer and opportunity records, reducing manual data entry.
Yes. You can use natural-language questions to find information about contacts, companies, opportunities, meetings, and follow-up needs.
Configured Conversation Intelligence can record, transcribe, summarize, and analyze sales meetings and store useful outputs with the CRM record.
Yes. Custom objects and fields are available and can be associated with contacts, companies, and opportunities. The sales pipelines tool only uses currency not custom numerical value.