AI CRM updates

Log every call to your CRM with Frosty.

Every call logged on your schedule, or when you ask. Frosty reads your call notes, writes the summary and the next step onto the deal, and leaves a receipt for every record it touched.

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Deals
Follow-up
The planAbout 8 creditsExample
  1. 1Read the call notesCall notes3 credits
  2. 2Write the summary and next stepsDocs3 credits
  3. 3Update the dealHubSpot2 credits
Three ways it keeps the CRM current

The call is the work. The typing is not.

Summary on the deal

Call notes sit in a doc and the deal says nothing.

Frosty reads your call notes and writes a short summary onto the right deal, with what was agreed, from your notes.

HubSpot · Salesforce · Pipedrive

Next step and stage

The next step lives in your head, and the stage is a week stale.

Frosty sets the next step and a due date from the notes, and proposes the stage change. Stage changes wait for your tap.

HubSpot · GoHighLevel · Slack

Follow-up drafted

The recap email is the part that slips.

Frosty drafts the follow-up from the same notes and holds it. You read it, tweak it, send it.

Gmail · Outlook · Slack
The AI agent that keeps your CRM current

Most AI tells you what to write in the CRM. Frosty writes it.

01

It knows your deals
and how you write.

Your fields, your stages, your way of summing up a call. Next month it already knows how you like a deal note to read.

RemembersExample
  • Customer A is on the annual plan
  • Notes lead with the decision maker
  • Stage changes go to the owner
02

Inside the CRM
you already use.

HubSpot, Salesforce, Pipedrive, GoHighLevel, Gmail and Slack, out of 3,000+ apps. No ready-made action for the job? It calls the app's API itself.

ConnectedExample
  • Read 6 call notes
  • Updated 6 deals in HubSpot
  • Posted the open next steps to #sales
03

Logged on schedule,
or when you ask.

Set it once and it runs: every afternoon, or whenever you ask in chat. Every run leaves a receipt of what it changed.

On scheduleExample
  • Weekdays 5:00 · Today's calls logged
  • On request · One call logged
  • Mon 8:00 · Open next steps posted
04

Nothing sends or changes
without your tap.

Emails, stage changes and anything that deletes wait for your yes, and it can never approve itself. Summaries and next steps are saved as notes you can review. Sharing rules decide who sees which notes.

Waiting for youExample
  • 4 follow-ups drafted
  • 2 stage changes held for your tap
  • 0 sent without a yes
Security you can see

See everything it can touch.

Open any automation: what it can read, who can use it, and every action it took, with the time.

See who handles your data

Permissions

Example
  • GmailWrite asks first
  • AirtableWrite asks first
  • SlackWrite asks first
  • Google SheetsWrite asks first

Read per app. Writing always asks first.

Sharing

Example

Now shared with: Just me

Private by default. You widen it.

Activity log

Example
  1. Read 3 invoices from Gmail
  2. Asked you before writing to Airtable
  3. You approved the message to #customers
  4. Sent it and saved the receipt

Every action, with the time it happened.

Try it on your next call

in free credits, on the house

  • Log one callSummary and next step on the deal.
  • Log the day's callsEvery call matched to its deal.
  • Log and follow upThe CRM updated, the email held for your tap.
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Hire Frosty. Get it done.

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Revenue dashboardExample
Orders128
Refunds4
Repeat buyers37
Frosty

12 new leads answered. 3 replies held for you. Send them?

ApproveSkip
Log calls to your CRM with an AI agent | Frosty