Turn the CRM you have into an AI CRM.
Cedric works on top of HubSpot, Salesforce, Pipedrive or a Google Sheet. He fills in the records and asks before he changes one.
@Cedric which deals went quiet this month?
Three.
Northwind19 days since the proposalSteiner AGThe CFO never got the termsLang SANo owner on the dealDone. Each deal has a next step for Friday.
Works on top of
HubSpot
Salesforce
Pipedrive
Zoho CRM
Close
Attio
Notion
Airtable
Google SheetsWhat is an AI CRM?
A CRM that fills itself in, answers questions in plain words and suggests the next step.
A new CRM with AI built in. You move your data over.
AI on top of the CRM you run today. Nothing moves.
Six things people want from an AI CRM.
He sits in the call and writes the deal up after.
Clean contactsHe lists duplicates and blanks for your yes.
Answers in SlackAsk where a deal stands and get the record back.
Quiet deals flaggedThe deals that stopped moving, with the last thing that happened.
Follow-ups draftedHe writes the email from the call. It goes when you say so.
The Monday pipelineWhat moved and why, posted every week.
When the call ends, the deal update is ready.
He joins the Google Meet call as a visible guest.
When it ends he proposes the contact, the stage, the next step and a summary.
Nothing lands in the CRM until someone says yes.
Hannah Berg10:28 AM
@Cedric join the Halcyon discovery call and update HubSpot after.
CedricAPP10:59 AM
Discovery call with Halcyon, 28 minutes, Priya Sato and their IT lead. Proposed for HubSpot:
Google Meet, 10:30 to 10:58, Cedric in the call
Google Meet, 10:30 to 10:58, Cedric in the callNew in HubSpot
- ContactPriya Sato, Head of OpsNew
- CompanyHalcyon, 120 peopleNew
Deal: Halcyon, 40 seats
- Stage
DiscoverytoQualifiedChange - Next stepSecurity pack by ThursdayNew
- SummaryThree lines, from the callNote
Calendar
- Next meetingTue 10:00, Priya and HannahInvite
No CRM yet? Start with a sheet.
A Google Sheet works as a first CRM. Cedric keeps it current.
Website forms land as new rows.
He skips a lead that is already there.
He fills blanks from the email thread.
You ask the sheet questions from Slack.
Pipeline in Notion? That works too →
Website form · Talk to sales
Inbound leads 2026
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | Date | Company | Contact | Status | Owner |
| 2 | Week of Sep 14 | ||||
| 3 | 2026-09-16 | Kestrel Labs | Jonas Keller | Meeting booked | Chris |
| 4 | 2026-09-18 | Mossgiel Studio | Amara Osei | Contacted | Maya |
| 5 | Week of Sep 21 | ||||
| 6 | 2026-09-21 | Brightline Logistics | Luca Bianchi | New | Chris |
| 7 | 2026-09-21 | Halden Works | Anja Keller | New | Maya |
| 8 | |||||
Deskimo runs its lead tracker this way.
“Within minutes it was reading our tracker, adding leads exactly where they belong and cleaning up errors we hadn't even noticed. Every update tells us what changed and what's still missing.”
A lead comes up in Slack
BeforeTyped into the sheet later
With CedricCedric proposes the row
A website form comes in
BeforeCopied across by hand
With CedricLands in the tracker
Someone has a question
BeforeDig through the sheets
With CedricAsk Cedric
Keep your CRM, or switch?
| Switch CRMs | Add Cedric | |
|---|---|---|
| Your data | Exported, mapped, imported | Stays where it is |
| Setup | A migration | Connect the CRM once |
| Where you ask | In the CRM | In Slack, Telegram or Discord |
| Beyond the CRM | What that vendor built | Gmail, the calendar, Stripe, 3,200+ apps in all |
| Priced | Usually per seat | One plan for the whole team |
| When it fits | You are changing CRMs anyway | You like your CRM but it goes stale |
Start in three steps.
Private, in your control,
and Swiss based.
Private.
In your control.
Swiss based.
One price for the whole team.
In credits. No card.
A month, for the whole team.
Everyone on the team can ask.
AI CRM questions
A CRM where software does the record keeping. It logs calls and emails, fills in fields, answers questions about the pipeline and suggests the next step. You can buy a CRM with AI built in, or add Cedric to the CRM you already have.
No. He works on the CRM you have, or on a Google Sheet, and keeps it current. Your records stay where they are.
The one your team keeps up to date. If you like your CRM, add Cedric to it. If you have none yet, start with a Google Sheet and move to a CRM when the sheet gets too big.
Yes. Cedric adds new leads as rows, skips duplicates, fills blanks and answers questions from the sheet. Deskimo's lead tracker is one.
HubSpot has a built-in playbook. Salesforce, Pipedrive, Zoho CRM, Close and Attio connect from the catalog, which lists 176 CRMs. Notion, Airtable and Google Sheets work too. See all integrations.
No. He proposes each change in the channel, and nothing is written until someone says yes. A request nobody answers changes nothing. How approvals work.
You start with 100,000 free credits, worth $50, and no card. Plans start at $19 a month for the whole team, with no price per seat. See the plans.