1
Connect Your CRM
Link HubSpot, Salesforce, Pipedrive, or any other CRM. Rahi syncs with your existing data model.
Nobody Likes Updating the CRM
Sales reps spend 5.5 hours per week on CRM data entry. Most hate it, and the data quality suffers — making reports unreliable and forecasts inaccurate.
Reps spend 5.5 hours/week on manual CRM updates instead of selling
Incomplete CRM data makes pipeline reports and forecasts unreliable
Activity logging is inconsistent — some reps log everything, others nothing
Contact records go stale because nobody updates after calls or meetings
Management can't trust CRM data for decision-making
CRM Data on Autopilot
Auto-Log Everything
Every email, call, and meeting is automatically logged to the right contact and deal in your CRM — no manual entry required.
Smart Field Updates
Deal stage, next steps, and contact information are updated based on conversation content and activity patterns.
Data Enrichment
Contact records are automatically enriched with company info, LinkedIn data, and relevant context from your interactions.
Clean Data Reports
Reliable pipeline reports and forecasts because every activity is captured consistently across the team.
Setup
How CRM Automation Works
2
Map Your Fields
Tell Rahi which fields to update and what rules to follow. It adapts to your CRM setup, not the other way around.
3
Enjoy Clean Data
Every activity logged, every field current. Your CRM finally reflects reality.
Features
CRM Automation Features
Email Logging
Every customer email automatically logged to the right contact and deal.
Call Notes
Call summaries and key points captured and added to CRM records.
Meeting Logging
Meeting attendance, topics, and outcomes recorded automatically.
Deal Stage Updates
AI-detected deal progression triggers automatic stage changes.
Contact Enrichment
Keep contact records fresh with LinkedIn, company, and interaction data.
Activity Reports
Clean activity reports for managers based on complete, accurate data.
Frequently Asked Questions
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