PE

WETTBEWERB · AUTOMATE MY PIPELINE AND DATA

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BESCHREIBUNG

PepoSmart is an AI-powered scheduling and meeting intelligence platform that automates the entire workflow between booking and CRM updates in Pipedrive. **Automatic Contact Sync:** When a prospect books a meeting, their details are instantly synced to Pipedrive as a Person record with timezone, custom form answers, and meeting location. Email-based duplicate prevention keeps your data clean. **AI Meeting Notes:** PepoSmart's AI notetaker joins your Google Meet, Zoom, or Teams calls automatically. After the meeting, an AI-generated summary is posted as a Note on the Person record — capturing key points, sentiment, and buyer intent. **Action Items as Activities:** The AI extracts promises from the conversation — send pricing, share a proposal, schedule a follow-up — and creates them as Pipedrive Activities with due dates. Nothing falls through the cracks. **Deal Context Before Calls:** PepoSmart pulls active deals, pipeline stages, and recent activities from Pipedrive before every meeting. After the call, AI suggests deal stage changes you can apply with one click. Most scheduling tools create a contact and stop. PepoSmart treats the meeting itself as a data source — filling Pipedrive with notes, tasks, and deal intelligence that reps rarely have time to enter manually.

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