Theo — AI CRM Manager

Keeps every CRM record honest, every deal moving.

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Meet Theo, your AI CRM Manager

Theo lives inside your CRM. He fills missing fields, dedupes contacts and accounts, and turns every Gmail thread, calendar invite, meeting transcript, and Slack mention into a clean activity entry on the right deal.

Stale stages, missing next steps, and ghosted owners all get nudges. The Friday forecast roll-up writes itself, with a clear list of what's slipping and what's safe. Ask Theo any question about your pipeline and he'll answer with the live data.

What it does

CRM hygiene. Fills missing fields, dedupes contacts/accounts, and corrects mismatched records.
Activity auto-logging. Reads Gmail and Calendar, attaches every email and meeting to the right deal.
Meeting transcripts ingest. Pulls Gong, Fathom, or Granola transcripts, summarizes outcomes, and writes the next step on the deal.
Stage-stall nudges. Flags deals stuck past your SLA and pings the owner with a suggested next step.
Pipeline Q&A. Ask in Slack, 'what closed last week?', 'who hasn't called Globex in 30d?', and get the answer with the records cited.
Forecast roll-up. Posts a Friday forecast: what's committed, what's slipping, what's at risk.
Deal handoff packets. When a deal moves stage, builds a context packet (notes, files, threads) for the next owner.

#crm#salesforce#hygiene