TellMyCRM
by bSMART AI
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.
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.
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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