DataCEVABook a Call

What We Build · Sales Automation

Sales Automation

  • B2B Sales Teams
  • Sales Leaders
  • RevOps Teams
01

What It Is

Give your sales team back the hours they lose to admin. After every call,

AI drafts the follow-up and updates your CRM, so your reps spend their time selling.

  • Follow-Ups Drafted for You

    AI writes each follow-up from the call, in the rep’s voice, ready to send.

  • A CRM That Updates Itself

    Notes, tasks and deal changes land in your CRM after every call.

  • Reps Stay in Control

    Nothing goes out until a rep approves it, with one click.

02

The Product

Email Drafts screen: a list of AI-drafted follow-up emails, with one open showing its recipients, subject and body, and Approve, Edit and Reject buttons. Sample data.
Email Drafts After each call, AI writes the follow-up from the transcript. The rep reviews, edits and sends.
CRM Actions screen for a weekly client call: a client note, a follow-up task and a deal update proposed by AI, each with Approve and Reject buttons. Sample data.
CRM Actions AI turns the call into CRM notes, follow-up tasks and deal updates, each approved in one click.
03

How It Works

Built for Your Business

We build a custom version around your sales process, CRM and AI tools.

  • You own it

    Hosted in your accounts, under your name.

  • AI done safely

    Permissions you control. Your data stays yours.

  • One fixed price

    Scoped up front. We stay on to run it.