Send Checklists to Salesforce in One Click

Eliminate manual data entry and sync checklists, contacts, and files directly into Salesforce. Keep your entire team organized with real-time automation that works seamlessly across platforms.

PROBLEM

Managing Checklists Across Multiple Platforms Is Costing You Hours

Teams waste countless hours manually entering checklist data, importing contacts, and exporting files between systems. Data gets lost, duplicated, or misaligned. Your sales team spends more time on admin work than selling.

SOLUTION

How It Works

One-Click Checklist Sync to Salesforce

Send your entire checklist directly into Salesforce with a single click, eliminating tedious manual data entry. Your team gets organized, up-to-date checklists without leaving Salesforce. Save hours every week on administrative work.

Automatic Contact Import and Organization

Contacts flow automatically into Salesforce, perfectly organized and ready to use immediately. No more copying and pasting contact information between systems. Your CRM stays current with zero manual effort.

Seamless File and Data Export

Files, documents, and data automatically sync back to Salesforce exactly where your team needs them. Everything stays connected and accessible in one central location. Real-time synchronization keeps all your systems in perfect alignment.

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.