How Cole manages your CRM
From call notes to deal stages - tell Cole, and it updates your CRM.
Contact Updates
Tell Cole what changed - a new number, a note from a meeting - and it updates the contact in the CRM you connected.
Call Notes
After a call, send Cole a quick summary and it adds the notes, action items and next steps to the record.
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.
Your CRM, connected
Connect HubSpot, Salesforce or another CRM from your 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
- Send Cole one message instead of filling in forms
- Update a deal stage or add meeting notes from the chat you are already in
- No dashboard to open - it works from your chat
- Reps spend time selling instead of typing into forms
Frequently asked questions
Which CRMs does Cole integrate with?+
Connect HubSpot, Salesforce or another CRM from your integrations, and Cole can read and update it when you ask. Search the integrations list for yours.
Does Cole replace my CRM?+
No. Cole works on top of the CRM you connect. You tell Cole what changed, in the chat you already use, and it updates the record - so you do not have to open the CRM for routine tasks.
Can Cole log calls automatically?+
Not on its own. After a call, send Cole a short summary and it adds the notes, action items and next steps to the CRM record.
How does Cole handle data accuracy?+
Cole writes what you tell it to the record you name, and reads the record back from your CRM when you ask, so you can check it from the chat.
How much does the AI CRM assistant cost?+
CRM updates are included in all Pocodot plans and use credits like any other task. The free tier gives you 150 one-time credits to try it. Paid plans start at $19/month.