How Cole manages your CRM
From logging calls to tracking deals - Cole keeps your CRM current.
Automatic Contact Updates
Cole logs every interaction - emails, calls, messages - and updates your CRM contacts automatically. No manual data entry.
Call Logging
After every call, Cole creates a CRM activity with the summary, action items, and next steps - before you even hang up.
Pipeline Tracking
Ask Cole 'what deals are closing this month?' and get an instant answer pulled from your CRM - no dashboards to navigate.
Contact Lookup
Say 'what do we know about Acme Corp?' and Cole pulls up the full record - last touchpoint, deal stage, notes, and history.
Deal Stage Updates
Tell Cole 'move the Acme deal to negotiation' from WhatsApp or Slack and it updates your CRM pipeline instantly.
3,500+ Integrations
Cole connects to Salesforce, HubSpot, Pipedrive, and more through 3,500+ integrations. Your CRM stays the source of truth.
How Cole compares
vs Salesforce Einstein
- Works from WhatsApp, Slack, and Telegram - not just the Salesforce UI
- Updates CRM through conversation, not clicks and forms
- No Salesforce license required for team members who just need data
- Part of a full AI workforce, not locked to one CRM
vs HubSpot AI
- CRM-agnostic - works with Salesforce, HubSpot, Pipedrive, and more
- Updates records from any messaging channel
- Also handles email, scheduling, follow-ups beyond CRM
- Starts at $19/mo vs HubSpot's $800+/mo for AI features
vs Manual CRM Entry
- Cole logs activities automatically - zero data entry
- Never forget to update a deal stage or add meeting notes
- CRM data stays current without discipline or process
- Reps spend time selling instead of typing into forms
Frequently asked questions
Which CRMs does Cole integrate with?+
Cole integrates with Salesforce, HubSpot, Pipedrive, Zoho CRM, and many others through our 3,500+ integration library. If your CRM has an API, Cole can likely connect to it.
Does Cole replace my CRM?+
No. Cole is a layer on top of your existing CRM. It keeps your CRM updated by logging activities, updating contacts, and managing pipeline - so you do not have to open the CRM for routine tasks.
Can Cole log calls automatically?+
Yes. After phone calls (including Cole-assisted voice calls), Cole creates a CRM activity with the call summary, key takeaways, action items, and suggested next steps.
How does Cole handle data accuracy?+
Cole uses persistent memory to track relationships and interactions across all channels. It cross-references data before updating your CRM and flags conflicts for your review rather than overwriting blindly.
How much does the AI CRM assistant cost?+
CRM management is included in all Pocodot plans. The free tier gives you 150 credits to try it. Paid plans start at $19/month with unlimited CRM updates.