TellMyCRM

TellMyCRM

by bSMART AI

Update Pipedrive by voice note or message from WhatsApp, Teams, Slack or Outlook, and ask it about your pipeline. Every change waits for your yes.

Automate my pipeline and data

App screenshot
App screenshot
App screenshot
App screenshot

Description

Sales people hate typing into Pipedrive, so deals go stale and the forecast goes with them. TellMyCRM fixes the typing.

After a meeting, a rep sends a voice note or a message on WhatsApp, Teams or Slack: "Straton Aerospace moved to proposal, price is now £48,000, decision end of November." TellMyCRM finds the deal in Pipedrive and reads the change back. Nothing is saved until the rep replies YES. Then the stage, value, close date and next step are updated, and the note goes on the deal.

Reps can ask Pipedrive anything too: what is closing this month, which deals have gone quiet, the story on one deal, how they are doing against target. The figures are worked out from your Pipedrive by code, so they are exact.

For sales managers: the Monday report, the forecast weighted by your own stage odds, a board pack as PDF or PowerPoint, deals at risk, and coaching for each person against your sales method.

With the Pro plan, a panel inside Outlook drafts replies in your voice and logs emails to the deal, and Teams meetings are written up on the deal with the actions as Pipedrive activities.

It only sees email with people already in Pipedrive, and it never emails a customer for you.

14-day free trial at tellmycrm.com. Core £19, Pro £39 a person a month.

Installation instructions

You need a TellMyCRM account. Signing up starts a 14-day free trial, and there is no new password: you sign in with the Microsoft or Google work account you already have.

  1. Press Install. TellMyCRM asks you to sign in with Microsoft or Google. If you are new, this creates your account and starts the trial.
  2. Approve access in Pipedrive. You come back to TellMyCRM, connected.
  3. On the TellMyCRM Setup page, choose where you want to talk to it: confirm your mobile number for WhatsApp, or add the Slack or Microsoft Teams app.
  4. Send your first update, for example: "Straton Aerospace moved to proposal, price is now £48,000." TellMyCRM reads the change back. Reply YES and it is saved in Pipedrive.
  5. Ask a question, for example: "What is closing this month?"

A manager can invite the team from the Team page. Each person connects once and sees only what Pipedrive lets them see.

To stop, disconnect Pipedrive on the TellMyCRM Setup page, or uninstall the app in Pipedrive under Tools and apps.

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