AI CRM integration for HubSpot, Pipedrive and Kommo that updates deals itself
After every call or chat, AI writes a summary to the CRM record, fills the fields, sets the next task and proposes the deal stage. Your sales team reviews instead of typing. Built for HubSpot, Pipedrive and Kommo.
What hurts
A rep makes ten calls and fills the CRM from memory at the end of the day. Half the fields are blank, the note says "client is thinking". Management cannot see what is really happening with the deal.
Deals sit in one stage for weeks because nobody moved them after the call. The sales forecast rests on data nobody trusts.
The conversation is in the call recording, the thread is in a messenger, and the CRM record is empty. A new rep who inherits the account starts from zero.
What we build
- Connecting HubSpot, Pipedrive or Kommo through OAuth with minimal scopes
- Transcribing calls and chats, with a summary on the contact or deal
- Filling fields in your schema: budget, timeline, need, objections
- A next step task with a due date and owner
- A proposed deal stage with reasoning, or automatic moves under your rules
- Call analysis on our own LLM on our servers, with no data sent to third party models
- A write queue that respects each CRM’s API limits
- A log of every change the AI made, with rollback
What you get
- CRM integration with configured field rules
- Test suite on real calls and chats with reference records
- Quality report: fields filled by AI and edits by reps
- Documentation: field schema, stage rules, error handling
- Training for the sales team and its manager
How we measure the result
- Share of deals with key fields filled
- Rep edits after the AI update
- Rep time spent updating the CRM per day
- Deals with no movement beyond your threshold
Systems and stack
Industries
Questions
How much does an AI CRM integration cost?
From $5,000. The price depends on the sources (telephony, messengers, email), the complexity of your field schema and stage rules. Call summaries alone cost less than full field filling with automatic deal moves. We give a fixed estimate 2–3 days after discovery, once we have seen your field schema and sample calls.
Can the AI fill a field wrong?
Yes. AI sometimes makes mistakes, especially with implied amounts and dates. So each field gets a confidence threshold: below it, the AI only suggests a value. Every change is logged and can be rolled back.
What about API limits?
HubSpot, Pipedrive and Kommo each limit request rate and volume, depending on your plan and app type. We batch updates, queue them and avoid needless polling, so the integration does not starve your other apps.
Where do call recordings go? Is this GDPR compliant?
Transcription and analysis run on our own LLM on our servers, so data does not reach third party models. We sign a DPA before access, and dedicated servers are available for regulated clients. We are ISO/IEC 27001 certified.
What do you need from us?
Admin access to the CRM to install the app, access to the telephony or messengers we take conversations from, your field schema and stage rules. Plus a dozen examples of records you consider perfect.
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