Use case · Sales
Sell. Cedric does the admin.
The CRM hygiene, the follow-up drafts, the pipeline pack, and the question nobody can answer without three tabs open.
$50 in free credits when you sign up. No card needed.
- Selling time is lost to recording what happened, not to talking to customers.
- Cedric joins the call, takes the notes, and updates the CRM afterwards from what was actually said.
- Follow-ups are drafted while the context is fresh, and every one waits for the rep to approve before it sends.
- Pipeline questions get answered from live data in the channel, instead of by exporting a report.
- It flags what is slipping and why, which is the part a dashboard shows but does not explain.
The CRM is a tax on the thing you hired for
The CRM is only useful if it is current, and keeping it current is the least valuable use of a good rep's time. So it decays, and every pipeline review starts with twenty minutes of reconstructing what is actually true.
The record is better when it is written from what was said, immediately, rather than from Friday's recollection. That is exactly the work to hand off.
After the call
The notes, the CRM, and the follow-up, before you make coffee.
Devin Wallace9:14 AM
@Cedric update the CRM after today's calls and draft the follow-ups
CedricAPP9:15 AM
Nine calls logged. Stages moved on six: Halcyon to negotiation (they asked for security review docs), Vertex to closed-lost (chose an incumbent, cited migration cost), four to proposal. Three follow-ups drafted: Halcyon needs the security pack and a call with their IT lead, Redwood asked for pricing at 40 seats, and Meridian wants the integration timeline in writing. All three are waiting for you to send.
Written from the call
The record comes from what was said on the call, not from what someone remembers on Friday afternoon.
Fields, not just notes
Stages, next steps, and close dates are updated as structured fields, so the pipeline view is true without anyone tidying it.
Drafts that need editing, not writing
Follow-ups reference the specific commitments made, so approving one is a read rather than a rewrite.
Answering pipeline questions where they get asked
Pipeline questions get asked in the channel, not in a reporting tool: which deals slipped and why, what did we actually promise this account, who has gone quiet. Because Cedric is in the channel with access to the CRM, the answer lands in the thread with the working attached.
The commitment check matters most: "what did we promise them" lives across a transcript, a proposal, and a thread, and pulling those together is exactly the cross-referencing that goes undone.
Pipeline
The review pack, assembled before the meeting.
Hannah Berg10:02 AM
@Cedric which deals slip this quarter?
CedricAPP10:03 AM
Four, worth $214k combined. Two are waiting on security review that nobody has chased for 11 and 14 days. One lost its champion in a reorg and has had no contact since. The fourth moved its own close date twice with no new activity, which historically means it goes another quarter. Owners and last-contact dates are in the file. The two security reviews are the ones worth a call today.
Rolling it out without disrupting a quarter
Start with one rep and one habit. Sales teams do not need another rollout.
- 01
Put Cedric in the sales channel
One click. It joins the room where deal chatter already happens.
- 02
Start with the questions, not the writes
Let it answer pipeline questions from read-only CRM access first. It is immediately useful and it changes nothing.
This also surfaces how bad your data actually is, which is worth knowing before you automate anything on top of it.
- 03
Add call notes
Invite Cedric to calls by link or on the calendar invite. It takes notes and posts the summary to the channel afterwards.
- 04
Let it write back to the CRM
Once the notes are good, let it update fields from them. Start with one rep for two weeks and compare their records to everyone else's.
- 05
Schedule the recurring reviews
The weekly pipeline note, the stalled-deal list, the activity summary. Same query every week, posted without anyone running it.
Compared to what you already have
Your CRM is not the enemy here. The gap is between the CRM and the conversation.
| CRM reports | A sales engagement tool | An SDR hire | Cedric | |
|---|---|---|---|---|
| Keeps records current | Only if reps update them | For sequenced activity | Yes, for their accounts | Yes, from the calls themselves |
| Explains why a deal slipped | Shows that it did | No | Yes | Yes, with the evidence |
| Drafts a specific follow-up | No | From templates | Yes | Yes, referencing what was said |
| Answers ad-hoc questions in chat | Export required | No | If they are online | Yes, in the thread |
| Cost to add capacity | Per seat | Per seat | A salary | Credits per task |
| Sends to prospects unattended | No | Yes, by design | Yes | Never, approval required |
Where this breaks
It will not do outbound spam, and that is deliberate. Every message to a prospect waits for a human. If your motion depends on volume sending without review, this is the wrong tool.
A CRM nobody agreed on stays a mess. If two reps use "proposal" to mean different things, automating the updates makes the disagreement faster, not smaller. Agree the definitions first.
Call notes need permission and manners. Recording and note-taking on customer calls carries legal and etiquette obligations that vary by region. That is your call to make, not something a tool should decide for you.
Forecasting stays human. Cedric can tell you a deal has gone quiet and what the pattern usually means. Whether it closes is a judgment your team owns.
FAQ
No. Drafts wait for the rep to approve, every time. Anything that sends, changes, or spends is gated, and that is not a setting that can be quietly switched off.
Cedric connects to the tools your team already uses, with scoped permissions per tool that you can revoke at any time. It reads what a task needs and writes back only what you approve.
Yes. Drop the link in the thread or add Cedric to the calendar invite. It takes notes, answers when someone addresses it by name, and posts the summary afterwards. See [Cedric in meetings](/docs/cedric-in-meetings) for the setup.
They come from what was said on the call, which already beats what someone remembers on Friday afternoon. They are also reviewable: the summary is posted in the channel, so a wrong stage is visible to the team instead of sitting quietly in a record nobody opens.
No. One Cedric serves the whole workspace, with one shared memory, so context about an account is available to whoever picks it up next.
It stays in the systems you connected. Access is scoped, logged, and revocable, and nothing is connected until you connect it. See the [privacy policy](/privacy).
Ready when you are
Give your reps their selling time back.
Install Cedric where your sales team talks and start by asking it a pipeline question. Nothing reaches a prospect without a yes.
$50 in free credits, no card needed.