Every conversation logged
Emails, WhatsApp chats and meetings become history in the CRM, on the right deal, without anyone typing a word.
Integrations
Will keeps your CRM up to date and follows up on every lead.
Will works in RD Station, HubSpot, Salesforce, Pipedrive and Agendor: it logs conversations, moves deals through the pipeline and follows up at the right moment. It connects the CRM to email, WhatsApp and the ERP, so sales knows what each customer bought and what’s still to be delivered.
TThiagosales
Hey Will, revive the deals that have been stalled for over a week.
Willdone
PipedriveFound 9 deals with no activity in 7 days
GmailResent the proposal to the 4 who asked for pricing
WhatsAppSent the other 5 a short follow-up- PipedriveLogged it all and scheduled each next contact
Done.9 deals moving again. 2 customers have already replied. Tomorrow I’ll tell you what the others said.
Example · fictional company and data
What Will does in these systems
A pipeline that moves
Will moves a deal to the next stage when the customer replies, schedules the next activity and flags what’s gone cold.
Follow-ups at the right moment
Unanswered proposals, new leads nobody has contacted and customers who went quiet: Will writes and sends in your team’s voice.
Sales with the ERP at hand
Before anyone makes a promise, Will checks stock and lead times in the ERP and brings in the customer’s purchase history.
You’re in control
- You choose what Will can change in each system.
- Payments and anything you mark as sensitive always go through you, with a receipt.
How to connect
- You connect the CRM with your login, in a few clicks.
- Will reads deals, contacts and activities, and learns the stages of your pipeline.
- From then on, just ask: "Hey Will, who asked for a proposal this week?"
The teams that use it most
Frequently asked questions
Do I need to switch CRMs?
No. Will works in the CRM your team already uses: RD Station, HubSpot, Salesforce, Pipedrive, Agendor or another. If it has a login, Will uses it.
What does Will do in the CRM?
It logs conversations, updates deals and contacts, schedules activities and does the follow-up. See how it works in RD Station and HubSpot.
Does the sales team keep using the CRM?
Yes, and with a more complete CRM, because Will logs what nobody had time to log. See Will on the sales team.
Is it safe?
Yes. The connection is encrypted, contact data is handled in line with the LGPD (Brazil’s data protection law) and Will uses only the permissions you give it. Every action gets a receipt. See Security and LGPD.
Start with what you chase by hand.
Plans tailored to your company. Tell us what takes up most of your team’s day, and Will starts there.