AI CRM management
Contact updates, data enrichment, follow-up reminders, and pipeline maintenance — handled by AI employees.
A CRM that's actually up to date
Your CRM is only as valuable as the data in it. But keeping it updated is the task everyone avoids — contact details go stale, deal stages aren't updated, notes aren't logged, and follow-ups are missed. SendToTeam provides AI employees that maintain your CRM data and draft communications triggered by CRM events.
What your AI CRM employee handles
- Contact data enrichment and cleanup
- Deal stage updates and pipeline maintenance
- Follow-up reminder communications
- Activity logging and note updates
- Re-engagement outreach for stale deals
Clean data, better decisions
When your CRM data is accurate, your sales forecasts are reliable, your marketing segments are precise, and your team makes better decisions. AI employees handle the data hygiene that makes this possible.
Automated follow-up triggers
When a deal sits in a stage too long or a contact hasn't been touched in 30 days, your AI employee drafts a follow-up email. Your team reviews and sends — no deal falls through the cracks.
Why teams use SendToTeam for CRM management
- Clean, accurate CRM data without manual entry
- Automated follow-ups prevent deals from going stale
- Contact enrichment improves targeting
- Review all updates and communications before applying
Marcus
Market Analyst
Monitors competitors weekly, tracks market trends, and delivers clear reports so you always know where you stand.
Sarah
SDR & Outreach Lead
Researches prospects, writes personalized outreach, manages follow-up sequences, and books meetings on your calendar.
Emma
Content Writer
Writes blog posts, social media content, email newsletters, and marketing copy that matches your brand voice.