Turn Your CRM Into a Conversation

Stop wasting hours searching your CRM. Ask questions in plain English and get instant answers about accounts, opportunities, and contacts. Your AI-powered CRM assistant retrieves exactly what you need in seconds.

PROBLEM

Your Sales Team Is Drowning in CRM Data

Sales reps spend hours every day clicking through CRM systems to find basic information. Tab-switching, endless scrolling, and manual searches kill productivity and slow deal velocity. Your team needs faster access to the data that matters.

SOLUTION

How It Works

Natural Language CRM Queries

Ask your CRM anything in plain English and get instant answers without navigating menus or running reports. Your AI assistant understands sales language and retrieves account revenue, opportunity status, and contact details in seconds. Sales reps stay focused on selling instead of searching.

Real-Time Secure Data Retrieval

ChatGPT connects directly to your Backstop CRM with secure token authentication and read-only access. Data flows instantly through our MCP connector while maintaining enterprise-grade security and compliance. Your team gets live CRM insights without exposing sensitive information.

Smart Caching and Rate Limiting

Our system intelligently caches frequently accessed data and manages API rate limits to keep queries fast and reliable. Sales teams get consistent performance even during high-volume usage. No slowdowns, no errors, just seamless CRM conversations.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.