CRM update
CRM updates that run on your tribal knowledge, not just a transcript.
After every call, Zime fills Budget, Qualified, Next step and the rest using your own qualification rules, so each field means what you define. Every update is tested on your calls first.
21-day proof of value. We put Zime’s updates next to your current tool’s.
The problemWRONG
It filled the CRM. It filled it wrong.
A generic AI reads words. It doesn’t know who your buyers are, or what counts as qualified.
Acme Freight · Evaluation call2:14 PM
Marcus (IT Manager)
You
MarcusPricing looks fine to me.
SalesHomeOpportunitiesAccountsReports
OpportunityAcme Freight
QualifyDiscoverEvaluationProposalClosed
BudgetConfirmed
QualifiedYes
Marcus isn’t the budget owner. Your best rep knows that. The AI doesn’t.
So Acme Freight now sits in your forecast as a qualified deal.
CRM update from Zime→→
Behind every field: everything your business knows.
Zime reads each call with your best reps’ know-how, your strategy, and your data model. Then it tests the update before it writes.
What you bring
Your tribal knowledgeBest reps’ know-how, from interviews
Your CRO strategyThis quarter’s play
Your systemsCRM, calls, email, playbooks, CPQ
Zime learns what wins
Your data modelYour products, competitors, and personas, named right
1,200+ behaviorsProven sales moves, tuned to your team
Buyer signalsHesitant or committed
Deal mappingRight call, right deal, partner or direct
✓
Tested on your callsEvery update is checked before it writes
SalesOpportunitiesAccounts
OpportunityAcme Freight
Updated by ZimeQualifyDiscoverEvaluationProposalClosed
BudgetNot confirmedOnly the champion said it
QualifiedNo
Buyer signalSoft interestNot a commitment
Next stepAsk Priya, CFO, about budget
Audit trail on every writeYour write rulesSalesforce, HubSpot, custom objects
See it on your own calls.
In 21 days, compare Zime’s CRM updates with the ones you get today. One team, your fields.
Your criteria
Your rules, not a guess
Built from your best reps’ tribal knowledge.
Rules from your best reps
Not generic defaults.
Applied to every call
Same verdict, any rep.
Tested on your calls
Before it goes live.
What was said“It’s a real headache for us.”
Generic AIPain intensity: High✗
ZimePain intensity: MediumNo cost named. High needs a number.✓
The right record
Written to the right record
Partner or direct. Your schema.
Knows the call
Partner, direct, or both.
Right opportunity
Mapped to the correct deal.
Your custom objects
Valid values, every time.
What was saidAcme and their partner Northstar, on one call.
Generic AIUpdated: Northstar opportunity✗
ZimeUpdated: Acme opportunityAnd logged on the Northstar partner record.✓
The whole deal
The whole deal, not one call
Each call adds. Nothing gets erased.
Builds across calls
Every call adds to the record.
Your write rules
Overwrite, add, or combine.
Silence is not a change
Nothing erased when nothing is said.
What was saidCall 3: no competitor came up.
Generic AICompetitors: (blank)✗
ZimeCompetitors: The incumbent, Vendor BKept from calls 1 and 2.✓
Your strategy
See if your strategy actually ran
The CRM gets the fields. Only Zime keeps this record.
Which behaviors ran
By deal, by rep.
Reviews on proof
On track or at risk, with the call.
Coach the miss
Straight to the skipped call.
Budget check, by dealOnly in Zime
Acme FreightAsked about budget
RanNorthwindNever asked about budgetCoach this call
SkippedGlobexAsked about budget
Ran21-day proof of value
Trust your CRM again in 21 days.
Start with one team. We set the baseline first.
Days 1 to 7
Teach it your criteria
We interview your best reps. You set your fields.
- Baseline
Days 8 to 14
Updates run on their own
Every call writes to your fields.
- Fields in the CRM
Days 15 to 21
Compare with what you have
Zime’s updates next to your current tool’s.
- Ran, or never ran
What teams ask
Before you book
Why not a note taker plus Claude?
It can fill fields. It doesn't know your criteria, who your buyers are, or your whole deal. Zime does, and tests it on your calls.
My note taker already updates the CRM. What's different?
It writes what was said. Zime writes what your criteria say it means, to the right record.
How does Zime know our criteria?
From interviews with your best reps and leaders, built into your Behavior Graph. The same criteria score every deal in pipeline review.
What does Zime write to?
HubSpot, Salesforce, and your custom objects, with write rules you set per field.
Do reps approve every update?
No. It is automatic, with an audit trail on every write.
Where does the behavior record live?
In Zime, not your CRM. Programmatic Adoption shows which behaviors ran on each deal.
Start your proof of value