Sales
CRM updates
Keep the CRM up to date with what customers actually said.
After calls and email threads, Sutro suggests updates to deal stages, next steps, and contacts. Each change appears as a suggestion your reps can accept or reject.
Step 4 waits for a person
01
Reads the conversation
Call notes and the email thread.
02
Finds what changed
Next steps, new contacts, dates, and blockers.
03
Suggests the update
Shows each change next to the current value.
04
Waits for the rep
Waits for a person
The rep accepts or rejects each change.
05
Writes it back
Accepted changes go to the CRM with a note on the source.
Reads call notes and email threads
Suggests stage and next step updates
Suggests new contacts for the right account
Links every change to its source
Stage changes on open deals
Anything that changes the forecast
New contacts added to accounts
Salesforce or HubSpot
Gmail or Outlook
Slack
Your call notes