Your CRM filled in automatically after every conversation

A rep leaves a meeting and moves on to the next one. The deal record waits. It gets filled in later, from memory, or not at all. Praiz AI agents fill in your CRM fields from the transcript.

CRM auto fill after every conversation
Trusted by 500+ teams
100%

of CRM records filled in, vs. 20% before

Octopus HACCP sales team

The right information, in the right field

A summary pasted into a note can't be filtered or counted. Praiz writes each piece of information in the right field: budget, decision makers, competitor mentioned, next step.

And in the field's format: short or long text, bullet list, number, yes or no, single choice, multiple choice.

✓
Standard and custom fields
✓
Deals, contacts, and companies
✓
A call note too, if you want one
Query these fields from your own AI →
Choose the output format depending on your CRM

Consistent qualification, from one rep to the next

MEDDIC, BANT, SPICED, or your own framework: the agents go through each criterion and write down what the prospect said. They do it on every conversation, the same way for the whole team. Your deals become comparable.

When a criterion wasn't covered, its field stays empty: the rep knows which questions to ask next time. The same conversation can also be scored and analyzed.

Call scoring for a consistent qualification

Pipeline reviews based on an up-to-date CRM

Your managers prepare the pipeline review without chasing each rep: your CRM hygiene no longer depends on everyone's data entry.

And because a deal spans several conversations, you set the rule field by field: new information replaces the old, adds to it, or both are summarized.

CRM pipeline update after each call
Onboarding

You're not left alone with the AI

01
Your playbook and goals as the starting point
02
Agents configured and checked with you
03
Ongoing adjustment as priorities shift

Works with your CRM

See integrations →
AI agents library

Agents that fill in your CRM

MEDDICC Summary

Summarizes everything explicitly stated by the prospect regarding Metrics, Economic Buyer, Decision Criteria, Decision Process, Identified Pain, Champion and Competition during a sales conversation.

BANT Summary

Summarizes everything explicitly stated by the prospect regarding Budget, Authority, Need, and Timing during a sales conversation.

The Deal Qualifier

Automatically evaluates whether a deal is qualified or not based on customizable qualification criteria and what was actually said during the sales call.
FAQ

Frequently asked questions

Which CRMs does Praiz work with?
+
HubSpot, Salesforce, Pipedrive, Zoho CRM, Microsoft Dynamics, Odoo, Planhat, Attio, Close, and Freshworks CRM. For another CRM, a webhook sends the results to the tool of your choice.
Which fields can be filled in?
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Standard and custom fields on your deals, contacts, and companies. Custom objects aren't filled in natively: for those, a webhook sends the results to your automation tool.
What happens when a field is already filled in?
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You choose the rule for each field: replace the value, add the new information after it, or summarize both.
Is the information written to the CRM reliable?
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The agent works from the conversation transcript. Reps can review and correct every value. The first results are checked with you during setup.
How long does it take to get started?
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Recording and transcription work as soon as your calendar and phone system are connected. Configuring the agents on your fields takes about a month: the Praiz team sets them up with you, checks the first results, then adjusts.

Further reading

All articles →

Try Praiz on your own calls and meetings.

The trial is free, and you start it yourself, with no meeting needed.