Sales workflow

Keep HubSpot and Salesforce honest. Without your reps.

Every reply, every meeting, every stage move — Junior writes it back to your CRM in real time. Your reps stop pretending they remembered to log it.

Hire Junior → Free Trial

Reps lie to the CRM.

Not maliciously — they just forgot. By the time Friday forecast rolls around, half the pipeline data is the AE's best guess.

  • •Deals stay in 'Qualified' weeks after the customer ghosted
  • •Meeting outcomes never get logged → stage moves are guesswork
  • •Owner field stays stale when accounts re-assign
  • •Forecast meeting becomes a data-entry meeting

CRM data is only useful if it's current. Manual hygiene is the failure mode. Junior owns the writing-back so the data reflects what actually happened.

What Junior writes back, automatically

Junior watches the channels and tools your team already uses — Gmail, Slack, calendar, meeting tools — and updates the CRM as signals come in.

📨

Replies → contact + activity

“When a prospect replies to a thread, log the reply and update last-activity”
→ Junior creates or updates the contact record, adds the reply as activity, refreshes last-touch timestamp, and bumps the stage if your rule fires (e.g., 'reply → Qualified').
📅

Meetings → stage moves + tasks

“After every customer meeting, update the deal and create next-step tasks”
→ Given the meeting recap you save — pasted transcript, AE notes, or call summary — Junior suggests a stage move when it fits the policy you set (e.g., 'meeting accepted → Demo Scheduled'), files notes, and creates next-step tasks — all anchored in what was actually discussed.
⏳

Silence → stalled flag

“If a deal has no activity in 7+ days, flag it as stalled”
→ Junior watches every deal's last-activity timestamp and writes a 'stalled' custom field plus a Slack ping to the owner. Surfaces the dropped deals before forecast.
👤

Ownership / territory changes

“When account ownership shifts, update the CRM owner field everywhere”
→ Junior tracks Slack channel rosters + your ownership matrix, and writes back updated owner on related deals + contacts. No more 'who owns this account again?'.

What clean CRM data is worth

Junior doesn't make your CRM smarter — it makes it accurate. That's where the value compounds.

100%
Meetings logged to the deal automatically
0 min
Per AE per week on data entry
Real-time
Stage + last-activity updates as events happen
Audit
Every Junior-written change is timestamped + linked

How to start

1

Hire

Free trial · $100 credit. Name your Junior (e.g., 'CRM Keeper').

2

Connect HubSpot or Salesforce + the signal sources

Gmail/Outlook, calendar, meeting tool, Slack. OAuth, no API keys.

3

Tell Junior your stage-move policy

Describe it in plain English — 'reply → Qualified', 'meeting accepted → Demo Scheduled', 'proposal + 7d silence → Stalled' — and Junior follows it, surfacing edge cases for your call.

Hire Your CRM Junior → Free Trial

Sales teams this is for

VP Sales running weekly forecast

Your forecast is only as good as the CRM data — and your CRM is wrong by Wednesday. Junior keeps it accurate so forecast meetings are about strategy, not data correction.

RevOps team

You build dashboards on top of CRM data; data quality is your single biggest gripe. Junior is the human layer your dashboards have been waiting for.

AE who hates data entry

Your customers like you because you remember things. Your manager likes you when the CRM is current. Junior handles the second so you can focus on the first.

Frequently asked

HubSpot and Salesforce out of the box, plus anything connectable via the 3,000+ integrations (Pipedrive, Close, Attio, etc.). OAuth setup, no API keys.

Part of the AI Sales Assistant cluster

Role · hub

AI Sales Assistant →
The full AI sales assistant role: dormant deals, call wrap, proposal chase, CRM hygiene.

Sibling workflow

Sales Follow-Up Automation →
Drafts personalized follow-ups for every meeting + dormant deal.

Stop letting your CRM lie.

Free trial · $100 credit. No credit card. Junior is writing its first updates back to HubSpot by tomorrow.

Start Free Trial →

No credit card. Cancel anytime.