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Put AI to work—one measurable workflow at a time.

CRM

AI tools that work with Salesforce

The enterprise CRM, also used by smaller teams who grew into it.

Visit Salesforce
What it is
The enterprise CRM, also used by smaller teams who grew into it.
What it's the record for
The pipeline, and in many businesses the revenue numbers themselves.
Where AI actually helps
Summarising and preparing rather than acting. Writing into a CRM that finance reports from is a place to be conservative — draft, review, then write.
What leaving would cost
Very high. Usually customised, usually integrated with everything else, and usually the thing other systems trust.

AI tools in our catalog that connect with Salesforce

Derived from the integrations each tool declares — we list what the catalog records, not everything that might be possible with enough plumbing. A declared integration is a starting point, not a promise that the two fit your workflow.

Meeting assistants

Fireflies

AI notetaker that records, transcribes, and summarizes your meetings.

Marketing AI$29/mo

Copy.ai

AI go-to-market platform for content and sales workflows.

Automation

Zapier

Connect your apps and automate repetitive work without code — now with AI steps.

Meeting assistants

Fathom

Free-to-start AI meeting assistant that records and summarizes calls.

Sales AI

Apollo.io

Find leads and automate outbound with AI-assisted sequences.

Plans written for businesses already running Salesforce

No plan currently assumes this platform by default — the questionnaire picks it up from your answers and the customisation accounts for it.

Tell us what you already run

The questionnaire asks which of these you use, and the plan we assign is built to work with them rather than around them.

Answer the seven questions