Theo

Keeps every CRM record honest, every deal moving.

What it does

CRM hygiene. Fills missing fields, dedupes contacts/accounts, and corrects mismatched records.
Activity auto-logging. Reads Gmail and Calendar, attaches every email and meeting to the right deal.
Meeting transcripts ingest. Pulls Gong, Fathom, or Granola transcripts, summarizes outcomes, and writes the next step on the deal.
Stage-stall nudges. Flags deals stuck past your SLA and pings the owner with a suggested next step.
Pipeline Q&A. Ask in Slack, 'what closed last week?', 'who hasn't called Globex in 30d?', and get the answer with the records cited.
Forecast roll-up. Posts a Friday forecast: what's committed, what's slipping, what's at risk.
Deal handoff packets. When a deal moves stage, builds a context packet (notes, files, threads) for the next owner.

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