Pipedrive
Connected todayPipeline read with your own login; calls, contacts and next steps written back as activities you approve.
The accounts your AI employees can work with. You connect with your own login, access is read-only unless you approve a specific action, tokens stay in an encrypted vault, and you can disconnect at any time. Anything marked on request is built before you start, as part of onboarding.
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Pipeline read with your own login; calls, contacts and next steps written back as activities you approve.
Call log matched to your CRM, recordings transcribed with speaker turns, every sales call analysed.
AI calling campaigns mirrored and watched: a campaign that stops connecting is reported the same hour.
Recordings pulled in with transcripts, searchable and summarised.
Weekly traffic, conversions and geography with the changes explained.
Queries, low-CTR opportunities on page one and two.
A mailbox the team reads and files; nothing is sent without approval.
To-dos triaged every hour with drafted replies; overdue and waiting-on-you surfaced.
Your own channel: digests, decisions and a two-way chat with Clara.
Uptime, incidents, PageSpeed, security sweeps, backups and safe fixes by the Engineer.
What runs, what it costs, what is unsafe, and what to hand your developer.
Site code in a private repo per site; Engineer changes arrive as pull requests.