CRM
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Matt Burkett🛠️ 1 toolJul 2, 2026@BurkettOptiIt's frustrating being miscategorized. The CRMopti isn't the main focus of the DealFlow. The idea is to be able to know your customer before you even talk to them. First figure out your ideal client profile, then grab some leads and push them to the salesopti (the most powerful part of the entire program) and get to know them before you even talk to them! Know that you can run any particular part of the system by itself. Also, the check out the free tools if you get a chance.
Specialized tools 14
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One AI platform to run your entire B2B sales pipeline.It's frustrating being miscategorized. The CRMopti isn't the main focus of the DealFlow. The idea is to be able to know your customer before you even talk to them. First figure out your ideal client profile, then grab some leads and push them to the salesopti (the most powerful part of the entire program) and get to know them before you even talk to them! Know that you can run any particular part of the system by itself. Also, the check out the free tools if you get a chance.
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AI CRM that remembers everything and does the work for you.Love this CRM. No fields to configure or pipeline to define, it just does everything for you.
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The agentic CRM that maintains itself. -
AI Agents driving Net Revenue Retention increases in B2B Companies
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Your Personal Sales Engine
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AI-powered CRM analytics for smarter business growth.
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Bring your CRM data into ChatGPT conversations.
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Professional client management made simple.
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Boost sales efficiency with AI-powered CRM.
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AI-native CRM that transforms complex tasks into intelligent workflows. -
Elevate WhatsApp business with ChatGPT AI CRM.
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Manage your CRM through chat and voice.
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Streamline client work with an all-in-one hub
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AI-powered CRM co-pilot for Gmail
Also used for CRM 6
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I started using Team Pulse recently, and I really like how simple it feels. Managing projects, tasks, and pipelines in one place is smooth, clean, and easy to understand without overcomplicating the workflow.
