Ctrl
Automate sales workflows using CRM data and AI insights
Target Audience
- Sales teams
- CRM administrators
- Revenue operations specialists
Hashtags
Overview
Ctrl helps sales teams standardize their processes by integrating directly with CRMs. It uses AI to automate note-taking, CRM updates, and follow-up emails while providing real-time pipeline visibility. Designed to help teams replicate successful strategies and maintain compliance with security certifications.
Key Features
AI-Powered Note Summarization
Transforms raw notes into actionable summaries and tasks
CRM Auto-Updates
Suggests and implements CRM field updates automatically
Contextual Email Generation
Creates personalized emails using meeting context and CRM data
Unified Workspace
Centralizes apps and data in one contextual interface
Dynamic Suggestions
Provides real-time workflow optimization prompts
Use Cases
Standardize sales processes across teams
Automate CRM data entry and updates
Generate context-aware follow-up emails
Track deal progression and bottlenecks
Pros & Cons
Pros
- Reduces manual CRM maintenance through AI automation
- SOC 2-certified security for enterprise compliance
- Context-aware interface minimizes app switching
- Helps formalize unstructured sales processes
Cons
- Primarily valuable only for CRM-dependent teams
- Requires existing sales process foundation for maximum benefit
Frequently Asked Questions
What if we don't have a defined sales process?
Ctrl offers 1:1 sessions to help teams build sales process blueprints using industry best practices
How does Ctrl ensure data security?
Maintains SOC 2 certification for enterprise-grade data protection standards
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