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100% Automated Contact and Activity Capture


Automated Contact and Activity Capture

Automate CRM Data Entry - COMPLETELY


Automate CRM Data Entry

Capture all email and calendar interactions between sellers and buyers WITHOUT any sales rep intervention (no tagging!):

  • Email & Meetings Logging to CRM

  • Automatic Contact Creation in CRM

  • Contact Opportunity Association in CRM

  • Salesforce Classic or Lightning

  • Native Objects


Automatic Contact / Data Enrichment


Leverage Signature Capture Technology

Leverage Signature Capture Technology to fill in Contact Record with additional information (Title, Phone, Mobile #s, etc):

  • Understand Department and Title Seniority

  • Leverage your Existing Data

  • Know who is Engaged (nor not!)

  • Encourage Multi-threaded conversations

  • Optional 3rd Party Data Enrichment

Server to Server


Server to Server integrations

100% Server to Server. Nothing to Install. No Client Side Plugins. No browser extentions. No CRM Addons. Out of the box integrations with:

  • GSuite / GMail

  • Microsoft Office 365

  • Microsoft Exchange on Premise

  • Salesforce

  • Microsoft Dynamics (Cloud and On Premise)

  • OAuth Connections or Service Accounts

Write Back Data to CRM (Native Objects)


Data to CRM

Writeback to Native Salesforce or Dynamics Objects. Native Tasks, Events, Contacts, Leads, etc...

  • Available to your Native CRM Reports

  • Trigger Workflows and Process Builder

  • View in Salesforce Lightning or Classic

  • View in Dynamics

  • Ability to Direct Query Analyzed CRM Data







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