idoption

Sales & Pre-sales

360° client view

Meeting prep in 2 min

Consolidation of emails, calls, CRM and business data. Client meeting prep generated automatically.

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How it works

It reads
  • CRM & pipeline
  • Catalogue & offers
  • Emails & threads
The agent
360° client viewMeeting prep in 2 minPowered by Dust
Connects to your toolsSalesforceHubSpotGmailMicrosoft Teams
It delivers
  • Quotes & proposals
  • Qualified follow-ups

From pilot to production

  1. 01DiagnoseWe map the workflow, the data and the target metric - no generic template.
  2. 02Wire & iterateThe agent is connected to your real tools and refined with the people who use it.
  3. 03Measure & scaleAdoption is measured on real data, then the agent moves to production.
Our use cases

Pick the one that fits.

Your first agent in production.

We start from your real situation, not a generic template. Free diagnostic, 2h, concrete results on your context.

Book my diagnostic45 min, on your context. No generic pitch.

Free, 2h, no commitment, on your real data