CRM updates
Your CRM stays current, and nobody types it up
Every call, meeting and email reaches the right record on its own, and deals going quiet get flagged.
Built forQopia FinancialJSI Systems
Sound familiar?
“Things fall through the cracks between systems”
Today
- The meeting goes well.
- The notes never get written up.
- The deal goes quiet, and nobody notices.
With Milo Works
- Calls, meetings and email update the record.
- Deals that go quiet are flagged daily.
- Your team sends a follow-up already drafted.
5 to 10 minutes of notes after every conversation, when they get written at all.
Work out your hours
How it works
No detail lost between the meeting and the record
- The systemReads every call, meeting and email once
- The systemUpdates the record and drafts the follow-upand flags deals that go quiet
- A personConfirms what changedbefore anything goes out
- Reads every call, meeting and email onceSystem
- Updates the record and drafts the follow-upand flags deals that go quietSystem
- Confirms what changedbefore anything goes outA person
Proof
Already running at another firm
At a digital marketing agency, more than a dozen sources weren’t reaching the CRM. Now notes, email signals and bookings arrive as they happen, and quiet deals are flagged daily. Pipeline that had gone cold got followed up.
Your options
CRM data entry automation: 3 ways to do it
Option 1
Buy software
Best whenYour CRM’s assistant or a note-taker fills the fields you use.
Option 2
Build it in-house
Best whenSomeone can connect a note-taker to the CRM.
Where we fit
Bring in a partner
Best whenSeveral sources feed one record, or it has a compliance format.
Software worth looking at first
HubSpot and Salesforce log activity with built-in AI, and Fireflies, Otter, Fathom and Gong write meeting summaries into them. Check how each handles recordings first.
What each one costs, and who keeps it running
- Buy software
- CostA subscription per seat, plus setup time.
- UpkeepThe vendor, and whoever owns it on your side.
- Build it in-house
- CostTheir time now, and each time something changes.
- UpkeepThat person.
- Bring in a partner
- CostA monthly retainer.
- UpkeepThe partner, with a named owner on your side.
Questions about CRM data entry automation
Does it change records without asking?
It can add a note. Changes to a deal or to what a client sees wait for a person.
What about calls with sensitive content?
You choose which calls are captured and where recordings live.
Will it work with our CRM?
If it can share and accept records, yes. Most can.
Often fixed alongside this
- Client follow-upsNo client request left sitting.
- Data entryEvery system tells the same story.
- AI agentsBuilt on your documents and clients, inside the tools your team already uses.
- Wealth advisory firmsReviews prepared and every client call on the record.
- Insurance agenciesCompliance notes drafted from the meeting, and renewals on time.
- Staffing and recruitingSourcing lists, call notes and placement paperwork, off recruiters’ desks.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Start with one process.
In one working session, we map how this runs at your firm and show you what it’s worth to fix.