use cases
Update your CRM after every call automatically with AI
How to update a connected CRM after calls with AI: capture the call, get the field changes and follow-up drafted, approve before anything writes.
Finish a sales call and Doozy updates the CRM for you. It listens to what was said, figures out the stage change, drafts the follow-up email, and sets the next-step reminders. You approve the update before anything touches the record or the customer.
Things you can ask after a call
Sign up free and try these in DoozyWhat changes with Doozy
| Without Doozy | With Doozy | |
|---|---|---|
| CRM updates after a call | Postponed or forgotten | Done from the meeting recording |
| Follow-up emails | You write them when you find time | Drafted in your voice, sent after you approve |
| Deal stage changes | You update it manually | Proposed with evidence, you approve |
| Next-step reminders | Mental note or calendar event | Real to-dos with owners and due dates |
| Pipeline reviews | You build the report yourself | Generated from actual CRM and call data |
| Learning your process | N/A | Gets better at updates the more calls you run through it |
How it works
Capture the call with a voice note, a recording, or typed notes. Doozy turns it into to-dos with the source attached. Your agent reads the call context, your CRM data, and your connected apps, then drafts the field changes and the follow-up together.
You review the proposed update, the evidence behind it, and the follow-up message before anything changes. Your corrections teach Doozy your sales process, so the next call produces a better first draft.
Who this is for
Sales reps who spend more time updating the CRM than selling. Account managers chasing renewals. Revenue leaders who need clean pipeline data without policing it manually.
Frequently asked questions
Which CRMs does this work with?
Doozy connects to CRMs through Composio. Check which CRMs your Composio key supports.
Will it change a deal stage without asking me?
Only if you allow it. You can require approval for CRM changes, and the review shows the exact fields, the evidence, and the call it came from.
Can it send the follow-up email too?
Yes. The CRM update and the follow-up email are drafted together from the same call. Both wait for your approval.
Can I do this from my phone between calls?
Yes. Record a voice note on the walk back and the agent handles the rest from Doozy's servers.
Is this free?
Free forever for up to five people when you bring your own AI keys.
Which CRMs does it work with?
HubSpot, Salesforce, Pipedrive, and more through Composio.
Does it learn my sales process?
Yes. Every correction teaches it your deal stages, follow-up cadence, and update format.
Can it do CRM updates and email together?
Yes. The CRM update and follow-up email get drafted from the same call.