Every evening, Actioner compares what actually happened on your deals with what your CRM says, and hands you the updates — fields prefilled, evidence attached. Review, edit, approve. Done in a minute.
CRM Sync is on the way. Download Actioner today — it arrives as a built-in play.
Reconstructing a week across a dozen deals from memory, inbox, and call notes — then typing it into fields, one deal at a time, on your own time.
"Update the CRM" is the most repeated sentence in sales. Not because reps are lazy — because data entry competes with selling, and selling wins.
Stale stages, ghost close dates, next steps from three weeks ago. Your manager stops trusting the pipeline — and starts asking you to narrate it instead.
At the end of each day, Actioner checks every deal that had real activity — an email, a meeting, a commitment — against your CRM. Each deal that drifted becomes one item in your Action Box: what should change, and the evidence behind it.
Nothing drifted? Nothing appears. A quiet day is the feature working.
Legal returned redlines Tuesday and the board meets April 14. Stage and close date look out of date in Salesforce.
Click Update CRM and Actioner reads your CRM live — then shows you each field side by side: what the CRM says, what actually happened, and the exact quote behind the change.
Edit any value. Keep the changes you want, skip the ones you don't. Only what you approve gets written.
Updates go through your own Salesforce or HubSpot connector in Claude — your credentials, your permissions, nothing in between.
The nightly check only reads. Actioner never holds write access to your CRM — only the flow you approve does the writing.
Nothing writes without your say-so. Not a stage, not a date, not a single field — by design, not by policy.
You, reconstructing a week from memory into a dozen fields on a Sunday night. The CRM is as current as your willpower.
Notetakers and loggers that push fields without asking. Fast — until something wrong lands in your pipeline with your name on it and no evidence trail.
Proposed from what actually happened, backed by evidence, and written only after you approve — through your own connector, with your own credentials.
"The best CRM hygiene is the kind nobody has to remember to do — and nobody gets to do to you."
Coming soon as a built-in play · Works through your own Salesforce or HubSpot connector · Nothing writes without your approval