CRM capture and automation
BetaSales touchpoints become clean CRM data.
A capture-first CRM companion that turns real sales activity into reviewable, structured records instead of asking teams to maintain perfect data manually.
01 / The challenge
CRM quality breaks down when updating records competes with customer-facing work.
CRMCaptureReview workflowsMobile
02 / Product decisions
Decisions before decoration.
- 01
Capture first, then review and synchronise.
- 02
Preserve organisation context across search and sync.
- 03
Design mobile navigation around quick recovery and system Back behaviour.
03 / The system
What had to work together.
- Interaction capture
- Structured review queue
- CRM search and organisation matching
- Pipedrive synchronisation
04 / Responsible delivery
Useful AI needs a boundary and a recovery path.
- 01
Review before sync
- 02
OAuth-based access
- 03
Recoverable capture states
05 / Evidence
What can be verified now.
- Public beta available at paipdrive.com
- Web and Android product surfaces
- End-to-end CRM capture and review model
Maturity: Beta. No adoption, customer or performance metric is implied unless it is stated explicitly.
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