Automated CRM Updates After Every Call. Instantly.
Forget manual CRM data entry. Demodesk AI CRM Concierge gives you instant post-call CRM updates, automates follow-up emails, and moves your sales pipeline forward—while you focus on selling.
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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
CRM hygiene depends on individual habits, not consistent workflows
AI-powered CRM updates
Demodesk integrates with your CRM in seconds—no complicated setup, no extra tabs. AI fills in your notes, logs tasks, and updates deal stages automatically.
100% CRM hygiene
Ensure every meeting is logged, every field is filled, and nothing slips through the cracks.
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
“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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Let AI Handle the CRM Busywork
- Talk to your customer. Demodesk listens in and handles the rest.
- After every meeting, our AI captures what matters—timeline changes, next steps, objections, and more—and turns it into structured CRM updates. You review, adjust, and push to your CRM in seconds.
- Works out of the box with Salesforce, HubSpot, Pipedrive. For all other CRMs we provide you with our flexible API.
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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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)
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
Why Demodesk
No Setup
A CRM automation tool that actually saves you time, forget setting up custom workflows. Our AI does the heavy lifting for you.
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Truly Intelligent
No more forgetting follow-ups. Get suggested follow-up emails tailored to your call. It will also learn your CRM behaviour and adapt suggestions accordingly.
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Real-time
Your CRM, up to date—automatically. All relevant meeting insights are turned into CRM updates with one click, no manual typing.
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Consistently Accurate
Insights are pulled directly from your meetings. Close deals faster with AI-driven sales pipeline automation.
Frequently Asked Questions
More Revenue. Less Overhead.
Let AI Handle the Rest.
