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.
.svg)
Reps spend hours manually updating CRM fields after every call
.svg)
Inaccurate or missing data hurts forecast reliability and pipeline reviews
CRM hygiene depends on individual habits, not consistent workflows
AI-powered CRM updates
Demodesk automatically suggests the right deal and fields to update—no setup or prompts required.
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
.png)
.png){kind=small}
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 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.
.png)
.png)
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.
.png)
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
Forget custom workflows, our AI does the heavy lifting.
.avif)
Truly Intelligent
Learns your CRM behavior and adapts suggestions accordingly.
.avif)
Real-time
Update your CRM with one click after every call.
.avif)
Consistently Accurate
Insights are pulled directly from the conversation.
Frequently Asked Questions
More Revenue. Less Overhead.
Let AI Handle the Rest.
