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Add him to your Slack and he is at work. No servers, no setup project, nothing for IT to maintain.
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He sits in the customer call like a teammate. When the call ends, the deal has the summary, the new stage, the next step with a date, and the contact he just met. Every change waits for your yes.
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The CRM lags because the person who was in the call is the person who has to type it up afterwards. Cedric was in the call too. When it ends, he proposes the record: who he met, what was agreed, what happens next. You read it in the channel and say yes.
Invite him to the call like a teammate. He takes the notes, the decisions and the promises as they happen.
Contact, company, stage, next step, summary. Posted in the channel the minute the call ends.
One approval writes it all, with the call attached as the source.
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
New in HubSpot
Deal: Halcyon, 40 seats
Calendar
A new contact and company, proposed with the need they described and the size they mentioned.
The stage moves, the objections go in the notes, and the trial start gets a date.
Next step, owner and date on the deal, and the follow-up task filed for whoever promised it.
"Drop Nordwind" said in the room becomes closed-lost on the deal, on a yes.
The exact fields, before the call and after your yes. Nothing lands that you did not read first.
@Cedricjoin every customer call on my calendar and propose the CRM update after.
once, for every callJoins the call as a visible guest, from the link or the invite.
Takes the notes: what was decided, what stayed open, what was promised.
Finds the deal, or proposes a new contact and company when he met someone new.
Proposes the changes in the channel: stage, next step with a date, the summary.
Writes on your yes, with the call attached as the source.
Books the next meeting from real availability. The invite waits for a yes too.
Result. The pipeline says what happened, the same day.
Created and used by people from
Automations: follow-ups and reports, sent on a schedule
Scheduling: finds the slot and books the call for you
Meetings: he joins the call, then posts the action items

Deliverables: reports and decks, drafted into the chat
Company Brain: teach him once, he knows for everyone
Team sync: updates land where everyone already reads

Shared tools: connected once, used by the whole team
Skills: your way of working, saved and reused by all

“I was impressed to see our team using it spontaneously. Linking it with our systems was very easy, and it now helps us with all of our lead management.”
Fabienne: Cedric, run the meeting.
Four quick steps, anyone can do it.
Cedric is ready
Welcome. Link a tool or two, add me where your team talks, and ask away.
Connections
@Cedric book calls with the new leads
Booked. All three on Thursday.
Thursday3 calls
Cedric is joining the call
Weekly standupThu 10:00
Call ended, 24 min
Ask in plain words, and Cedric works the tools behind the ask: he drafts the email, books the meeting, updates the CRM, and pulls the report. Connected once, from the chat.
Cedric holds the context of everything your team does: the meetings, the threads, the decisions, the tools. He tracks and coordinates all of it better than a human can, at 3am as readily as 3pm. The week he saves you from is well documented:
Atlassian, McKinsey, and UNC Charlotte research.
The CRM updated from the meeting itself, by the teammate that sat in it. When the call ends Cedric proposes the contact, the stage, the next step and the summary, and writes them on your yes.
HubSpot, Salesforce, Pipedrive, Attio and Close, connected from the dashboard.
He proposes them when he meets someone new, with the title and the company he heard. They are created on your yes, never before.
No. Every change is a proposal in the channel. One yes writes it, with the call attached as the source. Silence writes nothing.
Paste the notes or the transcript in the thread and ask. Email threads count on their own: see CRM updates from calls and threads.
Yes. He joins as a visible guest, named in the participant list like anyone else. Say so at the start, and check what your region requires for external calls.
100K credits ($50) on sign up. No card needed.