Pipeline & Deals
AI Pipeline Intelligence
Analyses pipeline health and flags stalled, at-risk and slipping deals.
Pipeline & Deals
AI CRM Assistant for Salesforce
Calls and emails become Salesforce activity history and next-step tasks on the right opportunity, without reps doing the data entry.
Activity history on your Salesforce opportunities is thin because reps log calls at the end of the week, if at all. This assistant turns sales emails and calls into proper Salesforce records. Each conversation is matched to the right lead or contact, logged in activity history, and followed by a next-step task on the opportunity. Your admin decides exactly which fields it may keep current.
- Calls and emails logged to the right Salesforce lead or contact
- Next steps created as dated tasks on the opportunity
- Only admin-approved fields are ever updated
$5,400
20–30 working days
Optional maintenance $270/mo
What it is
AI CRM Assistant for Salesforce turns sales emails and calls into Salesforce records: the conversation logged in activity history, the next step as a task on the opportunity, and the fields your admin approves kept current. It matches each person to a lead or contact first and reads stage and owner before acting.
Why businesses buy it
Salesforce is expensive to run, and its value depends on the data inside it. When activity history is patchy, forecasts, coaching and handovers all suffer, and reps resent being chased for updates. This assistant does the logging for them, matches each conversation to the right record, and turns agreed next steps into tasks with due dates. Your org fills with accurate history without extra clicks. The field mapping and permissions are fixed in writing before you order, so your admin keeps full control over what changes.
Problems this solves
Activity history in Salesforce is thin or missing
The assistant turns sales emails and calls into Salesforce records. Each conversation is logged in activity history, so the opportunity shows real engagement rather than gaps.
Emails from unknown senders never get matched to a record
The assistant matches each person to a lead or contact first. Conversations are attached to the right record, instead of sitting unlinked in a rep's inbox.
Next steps are not captured as tasks on the opportunity
The next step from each conversation becomes a task on the opportunity. Reps and managers can see what is due and when, without chasing each other for updates.
Admins want control over which fields stay current
Only the fields your admin approves are kept up to date. The assistant reads stage and owner before acting, and the mapping is documented for future changes.
A good fit if
Activity history on your opportunities is thin because reps log calls at the end of the week, if at all.
Some conversations are with new leads and some with contacts on existing accounts, and they get logged in the wrong place.
Next steps live in reps' heads instead of as tasks with due dates on the opportunity.
Your Salesforce admin can set up a connected app with an API-enabled user and join a thirty-minute setup call.
Not the right fit if
You want stalled and at-risk opportunities flagged across the pipeline. See AI Pipeline Intelligence for Salesforce.
Call recordings need transcribing and summarizing into Salesforce. See AI Call Summarization for Salesforce.
Your priority is enforcing stage rules and reporting on funnel conversion. See AI Revenue Operations Assistant.
You want quiet leads chased with follow-up emails. See AI Follow-Up Engine for Salesforce.
How it works
- Your Salesforce admin and we agree the field mapping on a thirty-minute call: which lead, contact, account and opportunity fields may be written, and which stay read-only.
- The connection is a connected app running as an API-enabled user, so the assistant can only reach what that user's permissions allow.
- For each email or call, the person is matched to a lead or a contact, then to the open opportunity on the account, after checking stage, owner and history.
- The conversation is logged to activity history with a short summary, and the agreed next step becomes a task for the opportunity owner.
- Fields marked sensitive, such as amount, close date or stage, are proposed to the owner rather than written.
- Fifty test scenarios run in a Salesforce sandbox or on test records before any live opportunity is touched.
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.
- A Salesforce connected app with an API-enabled user, set up by your admin.
- Your Salesforce admin for a thirty-minute field-mapping call.
- Access to the email or calling system your reps use.
- Your ideal customer profile, qualification criteria and sales playbook or sample emails.
- Ten real sales conversations, and the person who approves sensitive field changes.
- Keys and admin logins for both connected systems, shared securely and never by email.
- One decision-maker who signs off the mapping.
- 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 checked; Salesforce admin call scheduled.
Weeks 1–2
Field mapping documented; lead-or-contact matching and summaries built.
Week 3
Connected app and email or calling system linked; tasks tested.
Weeks 3–4
Fifty scenarios run in a sandbox or on test records.
Week 4
Review with reps and your admin; two rounds of changes.
Go-live
Live on opportunities; recorded 60-minute handoff; support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $5,400 |
| Express | 15–25 working days | $6,200 |
| Rush | 10–20 working days | $7,000 |
What you receive at handover
- The AI CRM Assistant configured and connected to your Salesforce org, plus up to one more system
- A documented Salesforce field mapping approved by your admin
- Access through user invites or keys you control
- A test report from sandbox or test records
- An admin guide and a recording of the handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can make Salesforce activity history a reliable record of each deal.
- Helps managers see what is due on every opportunity.
- Opportunities with recent activity
- Run a Salesforce report on open opportunities by last activity date, comparing before launch and a month after.
- Opportunities with an open task
- Report on open opportunities with a future task, comparing matching dates.
- Unmatched email contacts
- Ask reps to note emails they had to link by hand, for a month before and after launch.
Before you start: Run reports on open opportunities with no recent activity and no open task. Note how reps log emails today.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
You pay for the build once. Running costs are roughly $50 to $250 a month for AI model usage and hosting in your own accounts, scaling with the number of calls and emails processed. Salesforce licenses remain your own and are not part of this build.
Test usage during the build is billed to your accounts as well.
Ask about running costsCustom requirements
Custom Salesforce objects, fields beyond the agreed mapping, or a third connected system need a written Change Quote. Add a checkout note and the quote arrives.
Request a custom versionKeep it running
After launch, monthly maintenance keeps the assistant in step with your org: monitoring, fixes, model and platform updates, a monthly health report and enough monthly hours for new fields or task rules after your admin changes the org. It starts after the 30 days of support and can be cancelled any month.
$270/mo (5% of the build price a month, 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 | Salesforce add-ons bill per user per month | A Salesforce consultancy quotes per project | Ours is one fixed price, shown before you buy |
| Lead or contact | Logs wherever the email address matches first | Depends on the brief | Ours matches lead or contact, then the open opportunity |
| Next steps | Left in the note text | Built if scoped | Ours creates a task for the opportunity owner |
| Delivery | Install is quick; mapping is on your admin | Set per project | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Which Salesforce objects does the CRM assistant read and update?
Leads, contacts, accounts, opportunities, tasks and activity history. It logs conversations to activity history, creates next-step tasks and updates the fields named in your mapping. Custom objects, and standard fields left out of the mapping, are not written. Your admin keeps full control of the connected app user's permissions.
How does AI CRM Assistant for Salesforce decide between a lead and a contact?
By matching the email address and name against existing records, following rules agreed at intake. A person already on an account is treated as a contact, and the open opportunity is found from there. If nobody matches, it creates a lead only when your rules allow it; otherwise the conversation is flagged for a rep.
What permissions should the Salesforce connected app user have?
API access plus read and write on the objects in the field mapping, and nothing more. Your admin sets this up, often as a dedicated integration user, so every change the assistant makes is traceable to it. The thirty-minute setup call confirms the permissions before any testing starts.
Do next steps become Salesforce tasks with due dates?
Yes. When a conversation includes an agreed action, it becomes a task on the opportunity, assigned to the owner, with a due date taken from what was said or from a default you set. Reps see it in their task list and can edit or close it as normal.
Can the Salesforce CRM assistant be delivered sooner?
Yes. Express and rush delivery are available, and the price and date for each are shown on this page before you buy. Every option includes the documented field mapping, fifty test scenarios in a sandbox or on test records, two rounds of changes and a recorded 60-minute handoff. Only the schedule is shorter.
Will the assistant ever overwrite an opportunity amount in Salesforce?
Not if you mark it as sensitive, which you can do for amount, close date, stage or any other mapped field. For those fields it suggests the new value with the line from the conversation that prompted it, and the owner accepts or ignores it. Fields you leave unmarked are updated directly.
Fill Salesforce activity history without asking reps to type.
Order AI CRM Assistant for Salesforce and calls and emails are logged to the right lead, contact or opportunity, with next steps created as tasks for the owner, on a delivery date shown before you pay.
Works well with
Pipeline & Deals
AI Sales Forecasting
Produces weekly forecasts from pipeline data with the reasoning behind each number.
Revenue Operations
AI Revenue Operations Assistant
Enforces CRM stage rules and reports funnel conversion stage by stage, with ongoing data checks.