AI automations for Sales & CRM
Win more deals, keep the CRM clean. Every one starts in watch-only mode and does only as much on its own as you allow.
What can AI automate in sales and CRM?
AI can score and route every new lead, send polite follow-ups that stop when someone replies, draft proposals with prices from your price book, keep the CRM current and flag stale deals. All 6 are available now. Each starts in Shadow mode and changes nothing until you approve.
Last reviewed
Automations
15 automations for Sales & CRM
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Lead Qualification
Sales & CRM
Score, explain and route every new lead.
Every new lead gets a 0–100 score, a high/medium/low label, the right owner and a draft first reply, with each point explained.
Works with HubSpotMicrosoft TeamsSalesforce+2 more apps
StandardInbound sorting & routingLearn more Follow-up Automation
Sales & CRM
Polite follow-ups that stop when they reply.
Quiet leads get a short, fact-based follow-up on schedule. The sequence stops the moment the person replies, opts out or books.
Works with GmailHubSpotOutlook+1 more apps
Review for important actionsOutbound follow-upsLearn moreProposal Generator
Sales & CRM
On-brand proposals with prices from your price book.
When a deal reaches the proposal stage, a correct proposal draft with prices from your price book is ready for approval within minutes.
Works with DocuSignGoogle DocsHubSpot+1 more apps
Review for important actionsContent & draftsLearn moreCRM Updater
Sales & CRM
CRM kept current, with one-click rollback.
Reads call notes, logged emails and meeting summaries, proposes CRM field updates with before-and-after previews, and lets you roll back any change.
Works with HubSpotSalesforceZoho CRM
Review for important actionsData sync between appsLearn morePipeline Management
Sales & CRM
Stale deals flagged, pipeline weighted daily.
Checks every open deal against your stage rules each day, alerts owners about stale or incomplete deals, and posts a weekly weighted pipeline note.
Works with HubSpotMicrosoft TeamsSalesforce+1 more apps
StandardData sync between appsLearn moreSales Assistant
Sales & CRM
A sourced account brief before every call.
Before each sales call, reps get a one-page account brief and agenda from your CRM and approved content, every fact linked to its source.
Works with GmailGoogle CalendarHubSpot+4 more apps
Review for important actionsKnowledge & answersLearn more- Book a demo
Not sure which fits?
Tell us the apps you use and the job that takes up your week. We will suggest where to start.
Also useful for Sales & CRM
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Appointment Scheduler
Productivity & Projects
Meetings booked without back-and-forth emails.
Turns a meeting request into a confirmed calendar event with invite and reminders, in the right time zone, and never double-books.
Works with GmailGoogle CalendarOutlook+1 more apps
StandardSchedulingLearn more - Start here
Meeting Notes Assistant
Productivity & Projects
Clear meeting notes, every claim backed by a quote.
Sends attendees decisions, action items, risks and open questions after each meeting, each backed by a quote and timestamp, with owners only when named.
Works with GmailGoogle CalendarGoogle Meet+5 more apps
Review for important actionsVoice & mediaLearn more Order Processing
Operations & E-commerce
Customer POs to checked sales orders, fast.
Reads emailed and uploaded purchase orders, checks customer, price, stock, credit and duplicates by rule, and creates the sales order after approval.
Works with GmailNetSuiteSAP S/4HANA+1 more apps
Approval for money/legal actionsData sync between appsLearn moreUpsell Recommender
Customer Support & Success
Explained upsells when customers truly need more.
Spots real upgrade needs from usage, purchases and renewals, gives account owners an explained suggestion, and proves extra revenue against a holdout group.
Works with GmailHubSpotOutlook+3 more apps
Review for important actionsKnowledge & answersLearn moreWebinar Automation
Marketing & Growth
Every registrant, right time, right link.
From one locked event record, sends confirmations, calendar invites, reminders and the right follow-up for attendees and no-shows, with no wrong time or link.
Works with GmailHubSpotMicrosoft Teams+2 more apps
StandardSchedulingLearn moreContract Analyzer
Legal & Compliance
Spot risky clauses and renewal dates fast.
Summarises each contract's key terms with clause citations, compares it to your playbook, flags red lines, and puts renewal deadlines in the calendar.
Works with DocuSignGoogle CalendarGoogle Drive+2 more apps
Approval for money/legal actionsDocument reading & checkingLearn moreTask Automation
Productivity & Projects
Business events become the right task, once.
Turns events like "deal won" or "urgent ticket" into tasks from approved templates, with owner, due date and checklist set by rule and no duplicates.
Works with AsanaClickUpGoogle Forms+5 more apps
StandardData sync between appsLearn moreCompetitor Monitor
Marketing & Growth
Know when competitors change what matters.
Watches your competitors' public pricing, product and news pages, and tells your team within a day when something important changes, with before/after proof.
Works with GmailMicrosoft TeamsRSS+1 more apps
StandardMonitoring & alertsLearn moreWorkflow Orchestrator
Operations & E-commerce
Link your automations into one tracked process.
Runs a multi-step business process as an approved chain of Charviam automations, with one tracking id, safe retries, an exception queue and a kill switch.
Works with Slack
Review for important actionsData sync between appsLearn more
Questions about AI for Sales & CRM
FAQStart with one Sales & CRM job
Tell us your apps and the task that takes the most time. We will show the automation in watch-only mode on your own data.