Sales call to CRM record
Does the CRM work the rep won't, while the call is still accurate. It extracts who attended, the customer's problem in their own words, budget and timeline signals, objections and how they were handled, and the agreed next step. Risk signals — no economic buyer, no timeline, a competitor already in a trial — are called out at the top.
Published by Oasis Platform · Free to add
Connect these once. Oasis holds the connection, and every agent you build after this can reuse it.
Claude Managed AgentIt lands in your Oasis
Call Notes to CRM is created in your workspace with its instructions and settings already filled in.
You connect its apps
Sign in to Gong and Fireflies once and it has everything it needs.
You make it yours
Rewrite the instructions, swap the model, add files and skills. It is a starting point, not a lock-in.
Writes outreach that reads like you researched them, because it did. For each prospect it finds one specific, checkable signal — something they published, a change at their company, a problem their product visibly has — and builds the email around it. If there's no real signal it skips the prospect rather than padding with "loved your website".
Oasis PlatformSales & MarketingWalk into the call armed with the prospect's own words. It pulls their career arc, what they've said publicly, what's genuinely changed at their company, and what your CRM already knows about the relationship. Verbatim quotes are prioritised over company boilerplate, because a line they actually said is what a seller can use in the room.
Oasis PlatformSales & MarketingKeeps HubSpot honest. It fills the empty fields from real sources and records where each value came from, flags the duplicates instead of merging them, and surfaces deals whose stage contradicts their activity. It never changes deal amount, close date or stage on its own judgement — those get surfaced for a human.
Oasis PlatformSales & MarketingOwns the top of your Salesforce funnel. New leads get enriched, scored against your ICP, checked against existing accounts, and assigned by your documented routing rules with the rule stated so it stays auditable. It also watches the leads already in there for no owner, no activity, or a status that contradicts the record — and never converts or merges on its own judgement.
Oasis PlatformSales & MarketingAdd it to your Oasis, connect its apps, and hand it the first task. Everything about it stays editable.
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