Product / CRM hygiene

A CRM you can trust

After your meetings and emails, Ollie prepares the CRM updates from what was said: stage, amount, close date, and the fields your team relies on. One tap applies them, and Ollie proposes new deals and adds new contacts as they come up.

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Keep the CRM as current as the conversation

Every forecast, pipeline review, and handover depends on the CRM. Keeping it current means retyping what was said on calls and in email threads, and that slides as soon as the week gets busy. Ollie takes the updates from the conversations themselves.

What Ollie keeps current

Deal updates, with the reasonWhen a meeting or an email changes the deal, you get the new stage, amount, or close date in Slack or Teams, each with the reason from the conversation. One tap applies them.

New deals and contactsWhen a meeting has no matching deal, Ollie proposes one for you to confirm, with the company, contacts, and meeting attached. Ollie adds new attendees as contacts on the deal.

Notes, qualification, and healthOllie logs meeting summaries on the deal, fills your qualification fields from what the buyer said, and keeps a health score and summary on every deal.

Read the use case: AI sales meeting prep and follow-up.

One tap

You tap Apply, and the deal in your CRM matches what your buyer just told you.

Your fields, your rules

Choose which CRM fields Ollie can update, each with a note on when and how to set it. New deals follow your own naming, amount, and close date rules, so the records Ollie creates match how your team works.

At Jobilla

With Ollie creating deals in the CRM as they qualify.

+60%more deals logged each month

+108%visible pipeline

Read the case study

A weekly check on every deal you touched

At the end of the week, Ollie checks the deals you worked on and prepares any updates still missing, ready for your review.

“I think the main thing is that Ollie saves me a huge amount of time. So after every call, the CRM updates, next steps, email drafts are ready right after the call, so that time goes back to selling.”

Roope KoskinenAccount Executive, Jobilla

Questions about CRM hygiene

Do emails update the CRM too?

Yes. When an email changes the deal, such as a new close date or a bigger budget, Ollie proposes the update for your one-tap approval, the same way it does after a meeting.

Does Ollie change my CRM without asking?

Changes to stage, amount, and close date wait for your one-tap approval. Ollie can write meeting notes, new contacts, and health scores automatically, and your admin decides what Ollie updates on its own.

Which fields can Ollie update?

The ones you choose, from standard deal fields to your own custom fields, each with a note telling Ollie when and how to set it.

Will Ollie create duplicate deals?

Ollie first matches each meeting to an open deal in your CRM, and proposes a new deal only when none matches.

Can I ask Ollie to update a deal?

Yes. Tell Ollie in Slack or Teams what changed. Your request is the approval, so Ollie applies the update to your CRM.

Which CRMs does it work with?

Salesforce, HubSpot, and Pipedrive.

Keep every deal record current

See the updates Ollie would prepare from your own meetings and emails.

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