CRM Data Capture Automation

CRM Email Tracking. Improve Sales Productivity by having Reps spend time with Customers instead of inside CRM.

Automate CRM Data Entry

Capture all interactions between sellers and buyers without requiring Reps to remember to tag emails or interact with any App.

Email, meeting, call, SMS, activity tracking
Contact auto creation & Opportunity association

Capture Data from Reps at the Right Time

Immediately capture the next steps after meetings. Collect any custom input via messaging apps like Slack and SMS text messages.

Conversational interaction in Slack
Simple ubiquitous interaction via SMS
Reminders + Rep input
CRM Email Automation for Reps

Customize Fields for Your Sales Process

Customize the system to your own sales process (MEDDIC, etc). Tell SalesDirector.ai what fields must be filled out at what stage.

Capture next steps
Capture custom opportunity fields
Text and contact role capture

Capture Missing Sales Activity & Contacts

Fill in missing data gaps by automatically identifying and recording all contacts and activities engaged around an Opportunity, without involving sales reps.

Contact auto creation
Opportunity auto association

Better Data for Better Visibility