CAPTURE01
A deal from a voice note
Say how the meeting went, in your own words. The card is filled in and the next step is set.
- Picks out amounts, dates and terms
- Shows what it understood before saving
Dear Team is a CRM you just talk to. Tell it how the call went, and it writes everything down, puts the quote together and keeps an eye on the deadline for you.
of the week goes back to real conversations instead of filling in cards
more meetings booked once the busywork around incoming requests is off the team’s plate
it asks about your business and sets itself up, no consultants needed
Somewhere between 40 and 80% of CRM rollouts fail, fully or in part. The reason is always the same: the system wants people to adapt to it, while the actual selling keeps happening in email, chats and calls.
Hours a week go on filling in cards, and most of what matters still stays in email and chats. Requests arrive as photos, voice notes and scans, and someone types them up by hand.
Agreements are scattered across chats, and deals sit in one stage because nobody remembers what comes next. Before a meeting, the customer file gets pieced together from five places.
It gets glued together from the CRM, messengers and spreadsheets. You can’t see which deals have no next step, whose quotes are about to expire or why the forecast moved.
Classic CRMs do a hundred things when you need ten. Setup takes weeks and an integrator, and after launch people quietly drift back to spreadsheets because it’s easier.
Type in the web app, forward it in a messenger or just say it out loud. It picks up the context, finds the data and does the job, instead of telling you which button to press.
Each one now takes a sentence instead of an afternoon.
Right now tasks get buried in chat threads, and you usually hear about a missed deadline from the customer.
You hand out the work in normal words. It gets written down with an owner and a date, and reminders go out. If Friday comes and nothing arrives, you hear about it.
Nothing slips quietly.
Right now someone decodes the request, digs through the price list and types the quote by hand. That is half a day.
Just forward whatever the customer sent. It gets read, checked against stock, and the quote comes back ready for your eyes.
You answer while they are still deciding.
Right now the agreements and the history sit in one person’s head and phone. Whoever takes over spends weeks piecing it back together.
Every call and message is saved as it happens, so the next owner reads the whole story in ten minutes.
The relationship belongs to the company.
Right now “how did product A do?” means opening the CRM, a spreadsheet and two chat threads.
Ask in one sentence and you get the answer in about ten seconds, plus whatever looked odd in the data.
You decide on this week’s numbers, not last month’s.
Right now people skim old chats in the taxi and still miss the one open question that matters.
You get one short brief: the history, the open deals, the documents and anything new about the company.
Customers can tell you did the homework.
Each one works from the web app, a messenger or by voice. There is nothing to program or set up in advance: it works from your email, chats, calls and documents.
Say how the meeting went, in your own words. The card is filled in and the next step is set.
Photo, scan, voice note or a list of part numbers - it works out what the customer actually needs.
Picks up context from the conversation and keeps the cards up to date by itself.
Picks the items, fills in the template and builds the quote for this particular customer.
A profile of the decision maker from your own data and public sources.
Everything the system knows about the relationship, in one request.
Hand out work in a sentence. It creates the task, assigns it and watches the date.
Finds what has stalled and suggests what to do, rather than turning a row red.
“How much did product A make this quarter?” Ask it the way you’d ask a colleague.
Asks about your pipelines, fields and roles, then shapes itself around your business.
The ten above work out of the box. Anything else your team adds itself: describe the routine the way you’d explain it to a colleague, and it becomes a skill the whole team can use. No spec, no waiting in line for IT.
The head of sales opens Dear Team and sees today’s list: who to call, which quotes to send, which deals need a push. Work through it and the rest of the day is free for the things that move the business.
“How much did product A make this quarter?” “Which of Miller’s deals are stuck?” The answer comes back with numbers and breakdowns, with no reports set up in advance.
Every thread, agreement and file has been in the system from day one. A new person gets up to speed in hours rather than months, and is on their first deals by the end of the week.
It asks a few things about your business and moves your data over itself. No integrators, no rollout project.
The interface is a conversation, so there is nothing to teach anyone.
Chats, calls, files and numbers in one place, so nobody has to check five tools to answer one question.
No separate bill for model usage and no setup fee.
No. We import contacts, deals and history from whatever you use now. Most teams keep both open for a couple of weeks and then stop touching the old one.
As much or as little as you want. Out of the box it drafts, logs and reminds. Sending a quote, changing a price or closing a deal can each wait for your approval.
Usually it is the other way round. Small teams feel the paperwork most, because there is nobody to pass it to. There is nothing to set up and nobody to hire to run it.
In your own workspace, separate from other customers and encrypted on the way in and at rest. We never use it to train shared models.
Yes. Pipelines, deal cards and dashboards are all there when you want to look. You just never have to fill them in yourself.
In twenty minutes we turn an actual request from your inbox into a deal and a quote. You see the result, not a slide deck, and there is nothing to prepare.