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CRM Autopilot · Cleo

Salesalways-on in training

Listens to every sales call, logs notes, updates fields and next steps automatically.

Why Cleo exists

Reps hate typing into the CRM, so the CRM lies. Cleo listens to the calls and keeps the record straight without anyone typing a word.

Responsibilities

  • Capture notes, commitments and next steps from every sales call
  • Update deal stages, amounts and close dates as they change
  • Flag calls where no next step was agreed
  • Keep contact records current as new people join deals

What Cleo hands you

  • A CRM that matches reality at the end of every day
  • A daily list of deals that moved and deals missing a next step
Cleo's job profile is ready — the automation wiring comes next. Meanwhile, see the whole team.
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