A pipeline you edit like a spreadsheet
Change stage, amount and close date right in the grid. Paste a column from a spreadsheet, update many deals at once, and undo with Ctrl+Z.
For Dynamics 365 Sales
Dynamics 365 Sales, at the speed of a spreadsheet.
CRM Assist gives you one fast screen on top of Dynamics 365 Sales. Update stage, amount and close date in place, tell Meera what changed, and keep your forecast current. Every change is saved straight to Dynamics 365.
14-day free trial, no credit card · then US$9.90 per user per month
What you get
Today: what needs you
Tasks, meetings, deals closing this week and deals that need attention on one screen, with a search that finds any deal, account or contact as you type.
Meera, the built-in AI assistant
Type what changed in plain words. Meera proposes the update and nothing is saved until you approve it.
A forecast that stays current
Forecast calls, quotas, what changed this week and win/loss for reps and managers.
On your phone: update deals and scan business cards, even without signal. Next time CRM Assist is open on your computer, you check the updates and save them to your CRM.
Set up in about two minutes
- Add the free Chrome extension. It works in Chrome and Edge on your computer.
- Pick your Dynamics 365 login. The extension finds the login you already have in your browser. If you're signed out, your company's own sign-in page opens, so single sign-on works.
- Confirm your email with a one-time code. Your pipeline loads straight from Dynamics 365.
Keep a Dynamics 365 tab open in the same browser while you use CRM Assist.
Built so your CRM stays yours
- Your CRM login stays in your browser. It is never sent to CRM Assist's servers.
- The extension only allows a fixed list of CRM requests, and it never deletes records.
- You see and change only what your own CRM user is allowed to.
- Remove access any time from the extension's toolbar button.
Details, including what is stored and for how long, are on the Security page.
Questions
Does my Dynamics 365 admin need to install anything?
No. CRM Assist works through a browser extension with the Dynamics 365 login you already have.
Is my data saved in Dynamics 365?
Yes. Every change you make in CRM Assist is written straight to Dynamics 365. The Security page explains the small amount of data CRM Assist itself keeps.
Can Meera change deals without me?
No. Meera proposes each change and nothing is saved until you approve it.
How much does it cost?
A 14-day free trial with no credit card, then US$9.90 per user per month. Cancel any time.
Get your Friday back.
14-day free trial, no credit card. Then US$9.90 per user per month. Cancel any time.