On your way to a client? Ask CallMerlin about open deals, the last contact moment and notes, before you have even parked.
Sales people live in their car, not in their CRM. The data they need most (open deals, last contact, decision makers) is behind a login screen and six clicks. CallMerlin turns that into one spoken question.
On the road
- 'What are the open deals for Bakker Ltd?'
- 'When did we last speak to Jansen, and what did we agree?'
- 'Add a note: spoke to CFO, proposal follows Friday.'
- 'Send the latest proposal by email to client De Vries.'
- 'How many deals are in the pipeline above 10,000 euros?'
- 'What is our win rate this month compared to last month?'
Why this is better than a mobile app
A CRM app still requires your eyes and thumbs. CallMerlin works via any phone call or via the webcall widget, hands free, eyes free. And because permissions are enforced per PIN on the server, the intern hears different answers than the sales director.
Automate sales workflows
Combine HubSpot with the Workflow Builder: when a deal moves to 'Won', automatically create an invoice in Moneybird and send a congratulation Slack to the team. Or set an Alert that warns you when the pipeline drops below a threshold.
AI Insights for sales
The weekly AI Insights automatically show: how many new deals, how many won, what is the won amount, and how does it compare to last week. No Excel, no manual reporting.
Connect your own HubSpot account in a few minutes, give your team PIN codes, and your CRM finally talks back.
