CRM hygiene. Call prep.
Without the data-entry tax.
For sales leaders at UK SMEs on HubSpot, Zoho, Pipedrive or Odoo. Ai that writes back to your CRM, drafts follow-ups in your voice, and prepares every rep for every call — without prospect data leaking to general models.
- Call prep pulled live from the CRM. Last touch, current deal value, competitor mentions — in one brief.
- CRM write-back. “Log today’s call with Acme” does it — next steps, stage, fields updated.
- Prospect data stays in your tenant. No deal pasted into ChatGPT is ever training OpenAI again.
Instant start. No sales call. No credit card.
Call prep: Acme Retail · 14:30
Last touch 11 days. Stage: Negotiation. Mentioned Salesforce, budget concerns. Champion: CFO. 3 objections to prep.
HubSpot read via SCRS
Deal data fetched under your seat scope · every retrieval logged
Drafted follow-up email ready post-call. You approve, it sends.
Pipeline hygiene on autopilot. Selling time back.
Morning
Pipeline review
“Which deals need attention today?”
Your Analyst queries HubSpot, flags stalled deals, drops-offs in activity, champion changes. Drafts personalised re-engagement messages for each. You pick which to send.
Pre-call
2-min prep
Every rep walks into every call fully briefed.
Acme Retail call at 14:30. Your Ai pulls last 5 touches, deal value, champion, stakeholders, open objections, competitor mentions — all in a 1-page brief. Rep reads in 2 minutes, sells in 30.
Post-call
CRM + follow-up
“Log today’s Acme call.” Done.
Updates HubSpot stage, logs next steps, adds mentioned competitors to custom fields, drafts the follow-up email with the case study your rep promised. Rep reviews, sends. Zero data-entry tax.
Friday
Forecast prep
Forecast for Monday. Ready Friday night.
Your Analyst reads the CRM, looks at activity levels, flags wishful commits and deals that are actually stronger than the owner thinks. Monday forecast review is a conversation, not a reconciliation exercise.
Meet MeridianTech.
A 22-person UK B2B SaaS SME, with an 8-person sales team. Illustrative scenario.
Forecast confidence tripled the week we switched. My reps spend 40 extra minutes a day selling instead of typing CRM notes. More importantly, I can look our CFO in the eye and say our prospect data isn’t training a chatbot in San Francisco. That used to be a quiet worry. Now it’s a closed item.
Tom Birchall
VP Sales · MeridianTech
The problem
Reps were burning 40+ minutes a day on data-entry to keep HubSpot honest. Prospect data and deal numbers were getting pasted into ChatGPT for follow-up drafts — which the CFO flagged as a real exposure risk. Forecasts were a reconciliation exercise every Monday (the painful job of working out why what the reps said differed from what the system showed), not a conversation.
How Other Me solved it
They rolled out Other Me. Ai queried HubSpot under the rep’s seat scope (meaning: the Ai could only see what the rep was allowed to see natively — no privilege escalation) and wrote back cleanly: stage, next steps, competitor mentions, fields. Call prep took two minutes. The rep kill switch revoked per-user keys when someone left — in plain English: their historical prompts and retrieved prospect data became un-decryptable, so nothing walked out with them.
What changed
40 minutes more selling time per rep per day. Forecast confidence tripled. The CFO audit on prospect-data handling closed in a single meeting. Leaver risk — a real concern for a small SME — became a structural guarantee, not a trust exercise.
+40min
Selling time per rep per day
3x
Forecast confidence
0
Prospect data shared with general Ai
9
Seats live in week one
MeridianTech is an illustrative SME. Real named customers will replace this as we onboard through 2026.
Prospect data
protected at the architecture layer.
When a rep leaves your firm, their CRM access gets revoked instantly — and their Ai prompt history with it. No trail of prospect data they can take with them.
UK Patent App No. 2602911.6
SCRS-protected CRM reads
Every HubSpot / Zoho / Pipedrive / Odoo query runs under your rep’s seat scope. Out-of-territory or out-of-role data is unreachable.
Rep kill switch
Rep leaves — one click revokes their per-user keys. Their Ai prompt history and retrieved prospect data becomes un-decryptable.
Deal-level audit chain
Every Ai-assisted CRM write-back is logged with rep, timestamp, source, output. Pipeline integrity demonstrable to your CFO.
Everything your practice needs.
One price.
Every Ai model, every integration, every SCRS control — included from day one. No feature gating, no per-seat model fees, no surprise bills.
- All Ai models (GPT, Claude, Gemini, Grok)
- Patent-pending SCRS data firewall + kill switch
- Xero, Zoho Books, HubSpot, Jira, Notion, Airtable, Google Workspace
- UK data residency, tamper-evident audit log, DPIA artefacts
Small Medium Teams
For your whole practice. Flat price.
£24/mo alternative for families, individuals or small teams on the pricing page.
No credit card · No sales call · Cancel anytime
Answers for sales leaders.
Which CRMs does this connect to?
Can it reach fields my rep shouldn’t see?
What if a rep leaves?
How quickly can we start?
Instant start
Try it in under 2 minutes.
No sales call. No procurement form. No credit card. Sign up, invite your team, start working with Ai that keeps your client data out of general models.
No credit card · No sales call · Month-to-month · Cancel anytime