AI CRM Concierge
AI CRM Concierge
NEW
AI CRM Concierge

Automated CRM Updates After Every Call. Instantly.

Forget manual CRM data entry. Demodesk AI CRM Concierge gives you instant post-call CRM updates, automates follow-up emails, and moves your sales pipeline forward—while you focus on selling.

Love Demodesk

4.9/5

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Reps spend hours manually updating CRM fields after every call

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Inaccurate or missing data hurts forecast reliability and pipeline reviews

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CRM hygiene depends on individual habits, not consistent workflows

Before Demodesk
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With Demodesk
AI-powered CRM updates

AI-powered CRM updates

Demodesk integrates with your CRM in seconds—no complicated setup, no extra tabs. AI fills in your notes, logs tasks, and updates deal stages automatically.

100% CRM hygiene

100% CRM hygiene

Ensure every meeting is logged, every field is filled, and nothing slips through the cracks.

Predictable, clean pipeline

Predictable, clean pipeline

Trust that the data in your CRM reflects reality—so sales, CS, and RevOps can make better decisions.

See it in Action

Love Demodesk

4.9/5

“I am not taking notes any longer and can 100% focus on my client calls, with no distractions and no misunderstandings.”

Yari

Account Executive, Workmotion

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Zero Setup Integration
Zero Setup Integration

Let AI Handle the CRM Busywork

  • Talk to your customer. Demodesk listens in and handles the rest.
  • After every meeting, our AI captures what matters—timeline changes, next steps, objections, and more—and turns it into structured CRM updates. You review, adjust, and push to your CRM in seconds.
  • Works out of the box with Salesforce, HubSpot, Pipedrive. For all other CRMs we provide you with our flexible API.
AI CRM Concierge
AI Object Detection

AI Automatically Finds The Right Deal in Your CRM

  • After a meeting ends, the AI CRM Concierge automatically identifies the relevant deal, suggests the fields to update, and drafts the content for each field.
  • If no deal exists, it will suggest creating one, complete with a pre-filled deal name and synced context.
  • Works not just with deals or opportunities but also with contacts, accounts or any custom object.
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AI CRM Concierge
AI Field Suggestion

Instant Field Suggestions – No Prompts Needed

  • Our AI analyzes your past behavior and CRM structure to identify which fields matter most (e.g., deal stage, next steps, license count)
  • The AI CRM Concierge drafts suggested content from the meeting conversation, and show reasoning for each field (transparency included)
AI CRM Concierge
Human In The Loop

Your Data Is Always Safe – You Decide What Syncs

  • Everything is editable, just in case you want to tweak select a different deal using the dropdown, edit any field (e.g., change the number of seats) or add new fields on the fly (e.g., “Next Step” or “Decision Maker”). Our AI has memory and learns over time.
  • You decide: Approve updates manually or let updates run automatically in the background —either way, your CRM stays perfectly clean.
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We Help Revenue Teams Sell More With Less

2x higher

conversion rates

+ 30% higher

revenue per seller

+25% time

saved on manual tasks

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Why Demodesk

Zero setup

No Setup

A CRM automation tool that actually saves you time, forget setting up custom workflows. Our AI does the heavy lifting for you.

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Truly Intelligent

No more forgetting follow-ups. Get suggested follow-up emails tailored to your call. It will also learn your CRM behaviour and adapt suggestions accordingly.

Works Out of the Box

Real-time

Your CRM, up to date—automatically. All relevant meeting insights are turned into CRM updates with one click, no manual typing.

Track Trends & Feature Requests Instantly

Consistently Accurate

Insights are pulled directly from your meetings. Close deals faster with AI-driven sales pipeline automation.

Frequently Asked Questions

What is an AI CRM concierge?
How does it automate CRM data entry?
Can Demodesk automate follow-up emails in my CRM?
Can it sync data across tools?
Does it require manual setup?
How does it integrate with my sales stack?
Can it update CRM records post-meeting?
What tasks can it fully automate?
Is CRM data safe and compliant?
How does it help with sales pipeline automation?

More Revenue. Less Overhead.

Let AI Handle the Rest.