Sally + CRM
Complete sales documentation through CRM integration
Sales conversations are automatically captured, precisely summarized, and seamlessly integrated into your CRM. Keep your documentation complete, consistent, and centralized - without the risk of human error.
All your sales conversations, automatically documented in your CRM
Accurate, hands-free CRM documentation
Sally captures each meeting and generates clear AI-powered summaries - which are pushed directly into your CRM. No extra steps required. You'll never have to worry about missing notes or updates again.
Centralized data for better visibility
All customer interactions are stored directly in your CRM, giving your team centralized access to every touchpoint. Know exactly what was said, when, and what the next steps are - all at a glance.
Connect Sally to your favorite CRM tools
Bitrix24
Sync meeting notes, tasks, and follow-ups from Sally directly into Bitrix24 to keep your CRM and teams aligned.
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CAS
Automatically transfer meeting notes and tasks into your CAS CRM — powered by our partner Telution.
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Dynamics 365
Automatically sync summaries from meetings to the relevant customer records in Dynamics 365.
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Hubspot
Sally creates AI summaries of your sales calls and attaches them directly to your contacts and deals.
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Odoo
Sync activity, to-dos and chatter messages directly to the right projects and leads in Odoo.
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Pipedrive
Inject smart meeting summaries directly into your pipeline and track every deal with ease.
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Salesforce
Sync call transcripts and follow-ups directly to the right accounts and opportunities in Salesforce.
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Need help with setup?
Our integration specialists are happy to support you. Just book a short call and tell us about your workflow.
Frequently asked questions
Sally is compatible with the most popular CRM systems like Salesforce, HubSpot, Dynamics 365, and many more.
Sally assigns meetings to the respective customer accounts and automatically syncs the AI-generated notes into the correct accounts.
Yes, Sally recognizes existing contacts and automatically links the meeting data.
Yes, Sally can create new contacts and add relevant data.
Yes, Sally automatically creates tasks and follow-ups based on the meeting notes.
All data is transmitted securely, and only the necessary information is stored. More information about data protection can be found here: Privacy Policy
Yes, you can integrate multiple systems if your company uses different CRMs.
Let us know your desired integration! We'll review the possibility of implementation together. Simply schedule an appointment with our expert team and share your ideas.
More integrations
Sally connects to over 8,000 tools - discover more workflow options
Want a deeper integration into your systems?
Our implementation partners connect Sally with your CRM, your internal tools and your workflows. From the first consultation to a finished setup.
