AI CRM Concierge
AI CRM Concierge
NEW
AI CRM Concierge

Let AI Handle Your CRM Updates – Zero Setup

Meet the Demodesk AI CRM Concierge. No workflows. No prompt building. No manual admin. Just effortless CRM hygiene.

Love Demodesk

4.9/5

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Reps spend hours manually updating CRM fields after every call

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Inaccurate or missing data hurts forecast reliability and pipeline reviews

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CRM hygiene depends on individual habits, not consistent workflows

Before Demodesk
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With Demodesk
AI-powered CRM updates

AI-powered CRM updates

Demodesk automatically suggests the right deal and fields to update—no setup or prompts required.

100% CRM hygiene

100% CRM hygiene

Ensure every meeting is logged, every field is filled, and nothing slips through the cracks.

Predictable, clean pipeline

Predictable, clean pipeline

Trust that the data in your CRM reflects reality—so sales, CS, and RevOps can make better decisions.

See it in action

Love Demodesk

4.9/5

“I am not taking notes any longer and can 100% focus on my client calls, with no distractions and no misunderstandings.”

Yari

Account Executive, Workmotion

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Zero Setup Integration
Zero Setup Integration

The First Truly Hands-Off CRM Automation

  • Unlike legacy tools that require complex setup, custom workflows, and prompt engineering, Demodesk's AI CRM Concierge just works.
  • Once you connect your CRM, our AI automatically learns how your team documents and updates deals, contacts, and companies.
  • Works out of the box with Salesforce, HubSpot, Pipedrive. For all other CRMs we provide you with our flexible API.
AI CRM Concierge
AI Object Detection

AI Automatically Finds The Right Deal in Your CRM

  • After a meeting ends, the AI CRM Concierge automatically identifies the relevant deal, suggests the fields to update, and drafts the content for each field.
  • If no deal exists, it will suggest creating one, complete with a pre-filled deal name and synced context.
  • Works not just with deals or opportunities but also with contacts, accounts or any custom object.
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AI CRM Concierge
AI Field Suggestion

Instant Field Suggestions – No Prompts Needed

  • Our AI analyzes your past behavior and CRM structure to identify which fields matter most (e.g., deal stage, next steps, license count)
  • The AI CRM Concierge drafts suggested content from the meeting conversation, and show reasoning for each field (transparency included)
AI CRM Concierge
Human In The Loop

Your Data Is Always Safe – You Decide What Syncs

  • Everything is editable, just in case you want to tweak select a different deal using the dropdown, edit any field (e.g., change the number of seats) or add new fields on the fly (e.g., “Next Step” or “Decision Maker”). Our AI has memory and learns over time.
  • You decide: Approve updates manually or let updates run automatically in the background —either way, your CRM stays perfectly clean.
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We Help Revenue Teams Sell More With Less

2x higher

conversion rates

+ 30% higher

revenue per seller

+25% time

saved on manual tasks

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Why Demodesk

Zero setup

No Setup

Forget custom workflows, our AI does the heavy lifting.

sales

Truly Intelligent

Learns your CRM behavior and adapts suggestions accordingly.

Works Out of the Box

Real-time

Update your CRM with one click after every call.

Track Trends & Feature Requests Instantly

Consistently Accurate

Insights are pulled directly from the conversation.

More Revenue. Less Overhead.

Let AI Handle the Rest.