By role
RevOps
A CRM that updates itself after every call and email, so you stop chasing reps to log their deals.
RevOps owns a CRM it cannot keep current. Reps log late or not at all, every forecast starts with a round of reminders, and reconciling the CRM against the inbox and the calendar is the job.
Kiwi agents log the call, the commitments, and the next step on the deal as soon as the rep approves the follow-up, so the CRM stays current without anyone chasing anyone. Every number in the pipeline opens to the SQL and the records behind it, so a disagreement between systems is a row you can open.
Agent · Renewal prepRenewal prepUsage, open risks, and the last six weeks of contact, drafted for the owner to approve and send.Agent · Call follow-upCall follow-throughThe follow-up drafted and the CRM updated after every call, so the rep goes straight to the next one.App · Sales pipelinePipeline reviewEvery prospect in one pipeline, staged the way the CRM stages them, with the last touch beside each one.App · Rep activityRep activityWhat every SDR sent, what came back, and what got booked this week, read from the inbox and the calendar.App · AskAsk your dataAsk a question about your accounts in plain English, and see the answer with the SQL that produced it.