Pipeline & Deals
AI CRM Assistant for Microsoft Dynamics 365
Updates CRM records, notes and next steps from emails and calls, connected natively to Microsoft Dynamics 365 so it reads and updates…
Pipeline & Deals
AI CRM Assistant
Calls and emails get logged, notes written and next steps set in the CRM, without a rep typing them in.
Your CRM is only as good as what reps remember to type in, and after a busy day of calls, that is not much. This assistant reads the emails and calls tied to each deal, writes clear notes, logs the activity and sets the next step from what was actually said. Records stay current without extra admin, and an approval step protects anything important from being overwritten.
- Notes and activity logged from every sales call and email
- Next steps set from what was actually agreed
- Consistent records across reps, without extra data entry
$3,900
20–30 working days
Optional maintenance $249/mo
What it is
AI CRM Assistant listens to emails and calls connected to a deal and writes the notes, logs the activity and sets the next step in your CRM, so records stay current without reps typing them up. Sensitive changes wait for approval, so nothing important is overwritten without a person agreeing.
Why businesses buy it
When CRM records lag behind reality, forecasts drift, handovers lose context and managers spend meetings chasing updates. Reps are not lazy; logging is simply the first job that gets skipped when the calendar is full. This assistant does that job for them, every time, in a consistent format your whole team can read. Deals carry the latest conversation and a clear next step. The scope is written down before you order, including which CRM objects it writes to and which changes need a person to approve them.
Problems this solves
Reps skip CRM notes because typing them up takes too long
The assistant listens to emails and calls connected to a deal and writes the notes for the rep. It also logs the activity, so records stay current without anyone typing them up afterwards.
Next steps agreed on calls are forgotten by the following week
After each conversation, the assistant sets the next step in your CRM from what was agreed. The rep and manager can both see what should happen next, and when.
Managers forecast from records that are weeks out of date
Because notes and activity are logged as conversations happen, deal records reflect the latest position. Pipeline reviews can rely on the CRM rather than on memory and catch-up calls.
Important fields get overwritten by mistake
Sensitive changes wait for approval under your workflow rules. Nothing important in the CRM is overwritten without a person agreeing first, so reps and admins can trust what it changes.
A good fit if
Reps close a call or send an email and the CRM record does not get updated until, if ever, someone remembers to do it.
Deal notes are inconsistent between reps, some detailed and some blank, and you want a consistent standard applied to every record.
You want the next step on a deal set automatically from what was actually said, not left for a rep to fill in later.
You already run your pipeline through a CRM such as HubSpot, Salesforce, Zoho CRM or Pipedrive and just want it kept current.
Not the right fit if
Your CRM is already well maintained and your real gap is knowing which deals are stalling. See AI Pipeline Intelligence.
You want a briefing before a call, not just notes logged after one. See AI Deal Intelligence.
You need it to actively reach out to leads, not just log activity that already happened. See AI Outreach Sequencer or AI Follow-Up Engine.
You need this on more than two connected systems or more than six logging workflows. Add a note at checkout for a written Change Quote.
How it works
- We connect the email and call systems tied to your deals and map your CRM's fields for notes, activity and next steps.
- After a call or email exchange, the assistant reads the content and drafts a summary: what was discussed, what was agreed, and any open questions.
- It logs the activity against the right deal record and proposes a next step, drawn from what was actually said rather than a generic default.
- Fields you mark as sensitive or judgment-based, such as deal value changes, are flagged for a rep to confirm rather than updated automatically.
- Reps can review and edit any entry, so the record stays a source of truth rather than a black box.
- We check the logging quality against 50 documented test scenarios before launch, using real calls and emails from your team.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin or API access to your CRM and the email or call system it should read from, sandbox or test records if available.
- Your rules for what belongs in a note, an activity log or a next step, and which fields need a rep's confirmation.
- Ten real sample calls or emails so summaries match the level of detail your team expects.
- The name of the person who approves how deal-sensitive fields, such as value or stage, get updated.
- Your business information (company basics, hours and brand voice), shared during intake.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- One decision-maker who can confirm the logging rules before we build.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and your note, activity and next-step rules confirmed.
Weeks 1–2
Summarization and logging logic built against your CRM fields and sample calls or emails.
Week 3
CRM and email or call system connected, with sensitive fields flagged for rep confirmation.
Weeks 3–4
50 documented test scenarios run against real calls and emails, with results sent to you.
Week 4
Your review and two rounds of changes to note format, field mapping or next-step logic.
Go-live
Live, recorded handoff session, 30 days of support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $3,900 |
| Express | 15–25 working days | $4,600 |
| Rush | 10–20 working days | $5,250 |
What you receive at handover
- The AI CRM Assistant configured and deployed, connected to your CRM and one other agreed system
- Workflow, prompt and guardrail configuration, including your approval rules for sensitive changes
- A test report covering 50 documented scenarios
- An admin guide and recorded 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can give reps back time they spend on CRM admin.
- Helps managers trust what the CRM says about each deal.
- Deals with activity logged this week
- Run a CRM report of open deals with a logged activity in the last seven days, before launch and a month after.
- Deals with a next step set
- Report on open deals with a future task or next step, comparing counts before and after launch.
- Rep time on CRM admin
- Ask reps to estimate weekly time on notes and logging for a month before launch and a month after.
Before you start: Run a report of open deals showing last activity date and next step. Ask reps to estimate weekly time spent updating the CRM.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is a one-time payment. Running it costs roughly $50 to $250 a month in AI model usage and hosting, on top of your existing CRM plan. Cost tracks call and email volume: a smaller sales team sits at the low end, a busier team logging many calls a day sits higher.
AI usage during build and testing is also billed to your own accounts, so every provider relationship stays yours.
Ask about running costsCustom requirements
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.
Request a custom versionKeep it running
After launch, monthly maintenance keeps the assistant matched to your process: monitoring, fixes, model and platform updates, a monthly health report and enough monthly hours for new fields or an updated note format. It starts after the 30 days of included support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A CRM add-on charges a monthly fee per connected user | A custom agency quotes after discovery calls | Ours is one fixed price, shown before you buy |
| Note quality | A generic transcription add-on drops a raw transcript into the record | An agency build depends on what was agreed | Ours writes a structured note, activity log and next step |
| Field safety | A generic add-on updates every field it can reach | An agency build depends on what was agreed | Ours flags sensitive fields for a rep to confirm |
| Delivery | A CRM add-on installs quickly but field mapping is still yours to configure | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
How much does the AI CRM Assistant cost?
One fixed price, shown on this page before you buy, covers the whole build: logging, note-taking and next-step rules across up to six workflows, testing and a recorded handoff. There are no seat licenses or per-use fees from us. Express and rush delivery are available for a set extra amount, also shown upfront. Ongoing AI usage and hosting are billed in your own accounts, so you always see what you pay.
Does it update deal value or stage on its own?
Only for fields you have not marked as sensitive. Fields such as deal value or stage can be flagged during intake so the assistant proposes the change and a rep confirms it before it is written into the record. That safeguard exists so nothing sensitive changes without someone checking it first.
What does a logged call actually look like?
A short summary of what was discussed, what was agreed, and a proposed next step, written against your CRM's fields rather than dumped in as a raw transcript that someone still has to read and interpret afterward. Reps can scan it in seconds rather than replaying a recording later.
What does this cost to operate each month?
Roughly $50 to $250 a month in AI model usage and hosting, on top of your existing CRM plan, tracking how many calls and emails it processes each month across your connected deal records. Cost tracks how many calls and emails it processes each month, not how many deals are in the pipeline overall.
Can reps edit what it writes?
Yes. Every note and next step is editable, so the CRM record stays something your team trusts and can correct, rather than an automated black box that nobody can adjust after the fact. Most teams treat that editing step as a quick final check, not a rewrite.
Does it work with our specific CRM?
It is built for HubSpot, Salesforce, Zoho CRM or Pipedrive, and connects to the email or call system tied to your deals, mapping directly to the fields your team already uses for notes and next steps. If you use a different platform, add a note at checkout so we can confirm fit.
Can I add more logging workflows later?
Small changes, such as an added field or an updated note format, fit inside the monthly change hours in maintenance. A new logging workflow for a different team or pipeline is a written Change Quote. That covers most ongoing tweaks without needing a fresh quote each time.
Who owns the notes and records it creates?
You do. Everything is written directly into your own CRM, so the notes, the activity history, the next steps and the AI provider relationship all stay in your name, not with us. Nothing about the setup keeps a separate copy once the build is delivered.
Stop losing deal context to a blank CRM field.
Order the AI CRM Assistant and your CRM is kept current from every call and email, with notes and next steps written for each deal, on a delivery date you see before you pay.
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