CRM Automation

Spend more time selling

Automatically update your CRM after every meeting with event activity, call notes, recordings and follow-ups.

Save hours of time by automating manual data entry and increase data transparency across the team.

Automate CRM Admin
Take meeting notes with customizable CRM fields to log customer information in real-time - always keeping your CRM up-to-date.

Automate CRM admin

Save time by updating your CRM without ever leaving the call.

Take notes directly in your Demodesk meeting and automatically sync them to your CRM. Easily update events, contacts, opportunities, next steps or any other fields.

Better data in your CRM

Get full visibility on all meeting activity.

Log custom event data like meetings, no-show rates, call length, participants or playbook used.

Sync meeting data to your CRM to get full visibility into team performance and analyze data at scale.
Quickly schedule customer meetings directly in your CRM for the right rep at the right time.

Schedule without leaving your CRM

Demodesk provides a pain-free way to schedule meetings with customers directly from your CRM.

From any contact record, you can book meetings with the right rep in seconds – goodbye juggling multiple calendars and manual invites.

Access CRM data on-demand

During a call, access any CRM data you need without ever leaving the meeting.

Easily pull up customer or account info in real-time, and use custom linked fields to make any updates in your CRM.

Access customer data from your CRM in every call to customize the conversation & have all the right information in real-time.

Convert more meetings into revenue

Automatically update your CRM

Supercharge your entire sales stack with Demodesk.

4 Playbook Templates for Stronger Sales Calls

Create a consistent sales narrative for your team, faster

Download the Templates