A digital colleague works in your CRM itself, instead of talking about it. In HubSpot, Raydo reads which deals are running, who belongs to them and what happened last, and prepares the work that follows from it.
You do not have to set up rules or get to know a new screen. You give permission once, and from that moment Raydo looks along in your pipeline. You read it over and decide what goes out the door.
Answers your question. After that the work is still there.
Sees for itself what has to happen and prepares the work for your approval.
Four actions, and no more than that.
Your deals and the stage they are in
Your contacts and their details
Missing details on a contact
The source and the date with everything Raydo adds
Raydo only writes in its own fields. What you filled in stays yours.
At eight you see which deal in HubSpot has been standing still for days, before you think of it yourself.
Before your meetingMeeting briefingWho you are speaking to, what is outstanding and what changed since last time, from your own pipeline.
On requestCustomer pictureRaydo starts with what is in HubSpot and fills in with what the official registers say.
After your meetingCRM updateRecord what you discussed on the way back. Raydo then updates your contact details in HubSpot.
Beta partners have a say in which tasks come next.
Read what the beta programme involvesRead your deals and contacts
Fill in what is missing, with the source alongside
Flag that a deal is standing still
Move or close a deal without you
Send email to a contact without your approval
Ask for rights Raydo does not need for this work
Raydo works in HubSpot, not beside it. If you stop, your HubSpot works as it worked before.
Through HubSpot's own connection. Raydo never asks for your password.
From that moment Raydo sees your deals and contacts, and nothing beyond that.
With immediate effect, in HubSpot itself. From that moment Raydo no longer looks in it.
Everything Raydo reads from HubSpot and keeps stays inside Europe.
Raydo does not scrape. What Raydo fetches comes from a source meant for it.
With every detail Raydo adds, it says where it comes from and when.
What goes to a customer goes through you.
Raydo fills in details and puts the source alongside, so you always see what was added and why. Raydo does not move or close a deal, and what goes to a customer goes through you.
Yes. A CRM that is in use, however messy, is enough. Raydo works with what is there and fills in what is missing.
Raydo sees what is in the shared HubSpot environment you give access to. You decide yourself which part that is.
No. Raydo works in it, not beside it. Your CRM stays your CRM, it is just in order more often.
Yes, and that is where the difference sits. A briefing only becomes complete when Raydo can see the deal in HubSpot and the email exchange about it. Every system you connect makes Raydo better in the systems you had already connected.
We take on a small number of companies as beta partners. We run alongside you for four to six weeks on your own data, and it costs you nothing. Together we measure where things stand up front, so at the end you can see what changed.