Monday CRM audit
Before
38% completion average. Find missing budget, timing, decision-maker fields across hundreds of accounts.
After
94% completion across the team — same fields, populated automatically the day each conversation happens.
Clean CRM data without begging reps to type.
94% data capture rate vs 38% manual. Structured data from unstructured conversations. Custom field mapping to your CRM schema.
The data finally tells the truth.
Mid-quarter forecast
Before
Rebuild numbers in spreadsheets because CRM data lies.
After
Forecast from real signals — budget, timing, decision-makers, all fresh from the field.
Forecast from reality.
BI request
Before
Pull a one-off CSV every time. Normalize formats by hand.
After
Structured fields land in the warehouse on a schedule. Query like any other table.
Custom field rollout
Before
Training week, change management, three weeks of nagging reps to fill it in.
After
Map the field once. Populated from this morning's conversations.
Every field, every time.
Structured data, standard surfaces.
MAP
Custom fields, your schema.
AI-extracted entities map to your CRM's standard and custom objects — Salesforce, HubSpot, ServiceTitan. Standard fields work day one; custom fields configured during onboarding.
MEASURE
Data quality, in real time.
Track CRM completion rates, field coverage, and data freshness across the team. See exactly which fields are populated, which aren't, and why.
INTEGRATE
API + webhooks to anywhere.
Pull conversation data into your warehouse, BI tools, or internal systems. Webhooks notify on every new conversation. Full REST docs at docs.getbuddi.ai.
From the data team
“We stopped chasing reps for missing CRM fields and started chasing insights instead. The data is finally consistent enough that I trust the dashboards I build on top of it.”
— Scott · Learning Evolutions
Ready to see Buddi in action?
Book a 20-minute demo. We’ll show you the device, the AI, and the CRM sync — live.
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