CRM Automation
Bring your CRM to life by putting updates on auto-pilot.
Bring your CRM to life with visibility of what's going on
Make your CRM the single source of truth by enriching it with sales activity and relationships. Automatically capture every email, meeting, contact and the latest contact information for full visibility into where sales teams are focusing their efforts, how the pipeline is being built and whether relationships are being successfully managed through the sales process.
Automatically sync every email and meeting to the CRM
Help sales reps spend more time selling by eradicating manual CRM updates. Ebsta automatically captures every email and calendar event in your CRM to keep every record full up-to-date. With best-in-class configuration, Ebsta will also support privacy controls and custom set-ups.
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Automatically capture contacts from email signatures
Ebsta intelligently analyzes every email signature to keep every record in the CRM up-to-date, whether it be creating new contacts, or updating out-of-date phone numbers or job titles.
Enjoy a 360° view of every record
Give every team complete visibility of everything going on with each record in your CRM. Know what to prioritize and build better customer relationships by having immediate access to every relationship and previous activities.
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