AI CRM assistant
AI CRM assistant that keeps records current without you touching them
Demi updates HubSpot, Salesforce, Attio and Close from the calls and threads that already happened. It stages the change, shows you exactly what it is about to write, and waits.
- Context from across your work
- Prepared before you ask
- You approve the next step
Demi noticed
Across your records
HubSpot
Salesforce
Attio
Gong
Gmail- ReadToday's three calls and the threads behind them
- StagedHalden moved on, from what was said on the call
- NoticedTwo records whose next step has already passed
- PreparedEvery field it wants to change, shown before it writes
Waiting on you before a record changes
Trusted by professionals at
- SOC 2 Type II
- CASA Tier II
- Google-verified app
What an AI CRM assistant should keep current
Three things that decide whether the pipeline report is true, none of which anybody enjoys doing at seven in the evening.
Keep records current without a Friday afternoon of data entry
The update is written before you get to it. Demi shows you the field, the value that is there now and the value the conversation implies, and then waits, because a system of record is not something to edit quietly.
Halden Group, staged- Stage
- DiscoveryProposal
- Next step
- NoneSecurity review, 14 August
- Champion
- UnknownPriya Raman, VP Ops
Update from what was actually said, not from what you remember at 7pm
Demi reads the call and the thread the change came from, so the field is filled from the sentence that changed it. Every staged update can be traced back to the moment that produced it.
Where the update came from- On the callSecurity review before signature
- In the threadTheir legal has the redline
- SoStage moves, next step gets a date
Each field traced to the sentence behind it
Catch the deals whose next step quietly expired
A CRM will happily hold a next step from three weeks ago and say nothing. Demi surfaces the records that have gone stale, the deals that went quiet, and the promises that never turned into a sent message.
Needs attention- 01Orbit Labs, next step 9 JulyExpired, nothing scheduled since
- 02Verity, no activityQuiet nineteen days, renewal in six weeks
- 03Halden, promised and not sentReference calls, agreed on the call
How the AI CRM assistant stages an update
Every write is staged and shown before it happens, because a CRM is a system of record and a system of record cannot be edited quietly.
- Your tools
- HubSpot
- Salesforce
- Attio
and 9 more from your stack
01Connect the CRM
Connect your CRM alongside your mail, calendar and call tools.
- Reading across
- HeardThe sentence that changed the deal
- ReadThe thread that confirms it in writing
02Demi reads what happened
Demi reads what actually happened and works out which fields the conversation changed.
- Nothing written yet
Halden Group, three fields
Stage, next step and champion
ApproveEditSkip03You approve
Review the staged update, correct anything it read wrong, and approve. Nothing changes in the CRM until you do.
Staged
Every write shown before it happens
A CRM is a system of record, so Demi never writes to it quietly. It stages the change the conversation implies, shows you the field and the new value, and waits.
A CRM assistant has to see outside the CRM
Nothing that changes a record happens inside the CRM. It happens on a call, in a thread, on a document, which is where Demi reads it from.
What changes once you have one
Founders, sellers, recruiters, and the people who live in their inbox.
“As a founder, my inbox is a constant firehose. Demi shows me what needs attention, drafts responses in my voice, and keeps follow-ups moving.”
Samir DuttaFounder, Farsight AI
“Demi keeps every recruiting conversation organized, helps me prep faster, and makes follow-up feel thoughtful.”
Dana Schafer-SmithDirector, Technical Recruiting, Kleiner Perkins
“Demi preps me for every meeting, updates the CRM, and streamlines my sales motion without extra admin.”
Chase MacaioneHead of Global Sales, Valdera
“The best CEOs stay in touch, follow through, and show up prepared. Demi makes those habits feel effortless.”
Bing GordonDirector, Duolingo
“Demi sounds like me!”
Abby TorgglerProject Manager, Nen Creative
“Demi lets me respond to customers instantly while keeping every reply thoughtful, concise, and personal, adapting to exactly what I need and giving me hours back every week.”
Matthew DumonCustomer Success Manager, Avoca
“Demi is the sales-tuned drafting assistant I could never quite get another tool to be. Takes the drudgery out of replies, recaps, and follow-ups so I can sell faster and more tailored.”
Michael ChapmanEnterprise Account Executive, Spellbook
“Demi’s drafts are so good I can often just hit send. It feels like it already knows what I was going to say.”
Kush AgarwalDirector, AI Deployment, Further AI
“I am absolutely OBSESSED with Demi. I am always so shocked with the drafts it creates for email replies - it's always so spot on with my voice.”
Emma SturtevantFounder, Emma Sturtevant Career Coaching
“As a founder, my inbox is a constant firehose. Demi shows me what needs attention, drafts responses in my voice, and keeps follow-ups moving.”
Samir DuttaFounder, Farsight AI
“I am absolutely OBSESSED with Demi. I am always so shocked with the drafts it creates for email replies - it's always so spot on with my voice.”
Emma SturtevantFounder, Emma Sturtevant Career Coaching
“Demi lets me respond to customers instantly while keeping every reply thoughtful, concise, and personal, adapting to exactly what I need and giving me hours back every week.”
Matthew DumonCustomer Success Manager, Avoca
“Demi preps me for every meeting, updates the CRM, and streamlines my sales motion without extra admin.”
Chase MacaioneHead of Global Sales, Valdera
“Demi is the sales-tuned drafting assistant I could never quite get another tool to be. Takes the drudgery out of replies, recaps, and follow-ups so I can sell faster and more tailored.”
Michael ChapmanEnterprise Account Executive, Spellbook
“Demi keeps every recruiting conversation organized, helps me prep faster, and makes follow-up feel thoughtful.”
Dana Schafer-SmithDirector, Technical Recruiting, Kleiner Perkins
“The best CEOs stay in touch, follow through, and show up prepared. Demi makes those habits feel effortless.”
Bing GordonDirector, Duolingo
“Demi sounds like me!”
Abby TorgglerProject Manager, Nen Creative
“Demi’s drafts are so good I can often just hit send. It feels like it already knows what I was going to say.”
Kush AgarwalDirector, AI Deployment, Further AI
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Frequently
asked questions
HubSpot, Salesforce, Attio, Close and Affinity, alongside the mail, calendar and call tools around them. Reading across all of them together is what lets Demi tell that what you promised on a call never made it into the record.
No. A CRM is a system of record, so every write waits for your approval. Demi shows you the field, the old value and the new one before anything changes.
You correct it, and that correction is the training. Because every update is staged rather than written, a misread costs you one click instead of a cleanup job, and Demi learns the distinction it missed.
That is the case it is built for. Demi updates from the work that actually happened rather than relying on anyone to remember, so the record reflects the conversation even when nobody has opened the CRM that week.
Yes. Demi surfaces records whose next step has passed, deals that have gone quiet, and accounts where something was promised and never sent, each with the follow-up already drafted.
More ways teams use Demi
The same teammate, doing a different part of the job.
Let the CRM keep itself
Download Demi, connect HubSpot or Salesforce, and approve the first update it stages.
Download for MacFree to start. You approve every consequential action.
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