Turn CRM activity into sales action.

Connect Vera to your CRM and let it research, analyze, update, trigger, and carry sales work forward within your rules.

A job you can give Vera

Whenever an opportunity has no activity for 14 days, investigate what happened and prepare the best next step.

Detect

Find opportunities matching the condition.

Read the history

Review activities, notes, meetings, contacts, and previous next steps.

Reconstruct the deal

Understand what happened and where the conversation stopped.

Research

Look for new account context when needed.

Determine the next action

Use Company Brain and your sales approach to prepare the next step.

Act

Update records, create tasks, prepare follow-up, or ask for approval based on your rules.

Your CRM can become a trigger for work.

Use the context already in your CRM as the starting point for a complete sales job.

New lead → Research → Enrich → Qualify → Route
Opportunity created → Account research → Buying committee → Next steps
Meeting completed → Notes → CRM → Tasks → Follow-up
Deal inactive → Investigate → Recommend → Re-engage
Closed Won → Analyze customer → Find lookalikes → New pipeline
Closed Lost → Analyze loss → Find patterns → Update knowledge

More than CRM data entry.

Changing a field after a stage update is one kind of automation. Investigating why a deal went quiet requires reading history, reviewing conversations, researching the account, and applying your sales approach before taking action. Your CRM provides context; Vera does the work around it.

Keep CRM current without living in it.

Help the team maintain the information it actually needs—not just fill more fields.

After a meeting — Capture decisions, objections, commitments, and next steps
After an interaction — Update relevant records and activity
When information is missing — Surface incomplete records and unclear next steps
When something changes — Trigger the next piece of work
Before the team needs it — Bring context into Slack or Teams

From CRM record to real-world context.

A stale record is a starting point for investigation—not proof of why a deal stopped. Vera can connect the CRM history with external research before preparing a follow-up.

A closed deal can start the next campaign.

CRM automation doesn’t have to stop at managing existing deals. Use won-customer context to build the next target list.

Learn from what happens in your pipeline.

Sales history contains hypotheses to investigate, not just records to maintain.

What do our won customers from the last six months have in common?
Which patterns distinguish won and lost opportunities?
Which segments move through the pipeline fastest?
What objections recur in enterprise deals?

Works with the CRM you already use.

Integration access depends on your plan. HubSpot and Pipedrive are available on all plans, Attio from Growth, and Salesforce from Scale.

HubSpot → Companies, contacts, deals, activities & notes
Pipedrive → Deal & contact context
Attio → Research, workflows & sales execution
Salesforce → More complex sales processes & controls

From CRM to the rest of your sales stack.

The CRM doesn’t have to be where the workflow ends. Vera connects its context to research, communication, and follow-up.

CRM → LinkedIn: Research the buying committee and prepare outreach
CRM → Email: Review context and prepare a due follow-up
CRM → Slack / Teams: Bring an opportunity and next step to the team
Meeting → CRM: Extract relevant context and update permitted records
Web → CRM: Bring new account information into the sales process

Automate the process without freezing how you work.

“Don’t flag every deal after 14 days. Enterprise evaluations take longer.” Vera can learn a distinction: review SMB inactivity after 14 days, but consider enterprise stage and previous commitments before raising attention. Your CRM structure shows where information lives; Company Brain and feedback guide how to use it.

You set the boundaries

Connecting your CRM does not grant unrestricted control. Set what Vera may read, update, and send. Research and analysis can run automatically while stage changes, selected field updates, record creation, and follow-up messages require your approval.