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05CRM trust

The CRM becomes accurate without the team typing into it.

Evidence backed updates flow from deal activity to Salesforce or DealCloud with human approval, then Arvya reads the record back as a receipt. Bulk enrichment fills blank fields from SEC filings and firm websites, and drift monitoring flags records going stale.

01

Discovers your schema

02

Prepares the evidence backed change

03

Writes on approval, reads back the receipt

Best used for

  • DealCloud
  • Salesforce
  • Bulk record enrichment

Control line

No hardcoded fields and no write without explicit approval.

See CRM Writeback on a live deal

Works alongside

All workflows →
03

Buyer & Deal Tracking

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08

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