Automate Sales Activity and Keep Your Pipeline Clean
Krista’s Sales Activity & Pipeline Automation Agent passively listens to sales communications like calls, meetings, and emails, then summarizes interactions and updates your CRM. Reps save time on data entry, leaders get accurate pipeline visibility, and the business runs on clean, reliable data.
Who is the Sales Activity & Pipeline Automation Agent For?
Whether you lead Sales, manage training, or are in the field, Krista ensures your sales reps receive the correct answers the first time.
Chief Revenue Officers
Gain confidence that pipeline data reflects reality so forecasts are trustworthy and accurate.
Sales Operations Leaders
Eliminate manual CRM updates and reduce the administrative drag that slows down sellers.
Sales Managers and Frontline Reps
Free up time spent on logging calls and updating notes so you can focus on selling.
Why the Krista Sales Activity & Pipeline Automation Agent?
Automated Activity Capture
- Krista listens to calls, meetings, and emails, creating structured summaries without rep intervention.
Accurate Pipeline Updates
- CRM fields like stage, next steps, and deal notes are updated automatically, ensuring clean records.
Better Forecasting and Visibility
- Leaders make decisions with confidence based on data that reflects real conversations, not partial updates.
How Krista Works
Krista Connects with Communication Channels
Krista integrates with calendars, email, and conferencing platforms to capture sales activity and meeting content.
Krista Summarizes Sales Conversations
Calls, meetings, and emails are condensed into clear notes, highlighting outcomes, commitments, and next steps.
Krista Updates CRM in Real Time
Summaries are written back into Salesforce, Dynamics, or HubSpot, updating activity logs, opportunity records, and pipeline stages.
Krista Guides Sellers and Managers with Next Steps
Reps receive suggested follow-ups directly in CRM or chat, reducing missed actions and keeping deals moving.
Krista Learns and Improves
Over time, Krista tailors summaries and field updates to your sales process and reporting needs.
Real Results with Krista
OTG Consulting Deploys Krista to Guide CTOs and CIOs Through AI Complexity
Simplifying the AI Conversation for Technology Leaders OTG Consulting advises businesses on critical technology decisions. With decades of expertise in telecom and IT, OTG’s team
Global HCM Software Company Transforms Support into Revenue with Krista
Converting customer support insights into billable services increases margin. Yet, for a leading HCM software company, complex Salesforce.com processes were a major hurdle, leaving potential income on the table. Discover how leveraging Krista’s AI transformed their support operations into a streamlined revenue engine, enhancing agent productivity and driving growth for the company.
See the Krista Sales Copilot in Action – Schedule a Demo Today!
Contact us to get started.
Krista Sales Copilot FAQs
The Sales Activity & Pipeline Automation Agent is purpose-built to update CRM. It not only summarizes communications but also writes structured data directly into opportunity and activity fields.
Yes. Krista integrates with Salesforce, Microsoft Dynamics, HubSpot, and other CRM platforms to read and write data.
Krista captures calls, meetings, chats, and email threads tied to accounts, contacts, and opportunities.
Krista grounds its summaries in transcripts and email content, aligns them to your CRM schema, and continuously improves with feedback.
