HubSpot
Look up contacts, companies and deals, and log notes, in plain words.
An AI sales assistant that does the follow-up
Ask where a deal stands, what you quoted last time or how the product handles a customer's edge case. The assistant checks your CRM and docs, then drafts the next email.
Sales copilot
Where are we with Harbor Foods? Draft the follow-up.
Using connected tools
In HubSpot the deal is at the proposal stage. Here is a follow-up with the new prices:
Message Sales copilot…
In short
ClearMakes Agents gives a sales team an AI assistant that works in its own tools. It looks up contacts and deals in HubSpot or Salesforce, answers product questions from your price lists and decks, and drafts follow-ups in Gmail for a person to send. Apps are included on Pro ($39 a month, three members) and Business.
By the ClearMakes team · Last updated
Less admin, more selling
Your CRM, your inbox and your sales material, one question away.
Salesforce
Find opportunities and accounts without clicking through five screens.
Follow-ups drafted
Turn call notes into a follow-up draft in Gmail, using your latest pricing.
Product answers on hand
Price lists, spec sheets and case studies, ready to answer from.
Meetings
Check the calendar and find a time, from the same conversation.
Answer buyers on your site
A website agent answers buyer questions at any hour and points them to a demo.
How to set it up
Set up for your whole team
- 1
Connect your CRM
HubSpot, Salesforce or Pipedrive, plus Gmail and Calendar.
- 2
Add sales material
Pricing, decks, case studies and objection handling.
- 3
Ask and act
“Where are we with Acme? Draft the follow-up.”
Questions
Frequently asked questions
Which CRMs does it work with?
HubSpot, Salesforce, Pipedrive and others, through Composio, on Pro and Business.
Does each rep connect their own account?
Yes. A connection belongs to the person who made it, so the assistant works with each rep's own access.
Can it update CRM records?
Yes, when you ask it to and allow that action, within the access your own account has.
Is there a free plan?
Yes. The Free plan includes one agent and 30 conversations a month. Starter is $12 a month, Pro $39 and Business $99, with two months free on yearly billing.
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Put your first agent to work today.
Free to start. Set up in minutes. One ClearMakes account for everything.