CRM prospecting and pipeline automation

Every contact, meeting and proposal, already in your CRM.

CRM prospecting automation keeps your pipeline record current without manual data entry. Forward an email, send a WhatsApp voice note or paste meeting notes, and VIPMarketing matches the account, finds the next step, drafts the calendar invite for approval, and pushes every contact, meeting and proposal to HubSpot, Salesforce or Microsoft Dynamics 365. Your CRM stays the system of record.

Request access See how it works

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Invitation-only onboarding. We reply within one business day to set up a walkthrough on your own accounts.

We use your details only to reply to this request. Your documents never train a model.

01The researchPublished studies, cited

Why teams automate this work.

28%of a sales rep's week is spent actually selling. The rest goes to admin, research and data entry.Source: Salesforce, State of Sales, 5th ed. (2022)
25%faster task completion for consultants using AI, with 12% more tasks finished.Source: Dell'Acqua et al., Harvard Business School / BCG field study (2023)
5-15%of total marketing spend: McKinsey's estimate of the productivity value generative AI could add to marketing.Source: McKinsey, The Economic Potential of Generative AI (2023)
02How it worksYou approve every step

Capture from anywhere. Sync everywhere.

  1. i.

    Capture from anywhere

    Forward an email, send a WhatsApp voice note, or paste meeting notes. The engine reads it and does the rest.

  2. ii.

    Next step, handled

    The account is matched, the next step is found and a calendar invite is drafted for your approval.

  3. iii.

    Synced to your CRM

    Every contact, meeting and proposal is pushed to HubSpot, Salesforce or Dynamics, or any system via API and webhooks.

Questions, answered

Which CRMs does VIPMarketing support?

Every contact, meeting and proposal is pushed to HubSpot, Salesforce or Microsoft Dynamics 365. It also works with Outlook and Microsoft 365, Gmail and Google Workspace, LinkedIn, WhatsApp, Zapier, Make and webhooks, and delivers Word, PowerPoint and PDF files.

Does VIPMarketing replace our CRM?

No. Your CRM stays the record. VIPMarketing does the prospecting work in front of it and pushes every contact, meeting and proposal into it.

Can it connect to a custom system?

Yes. Beyond HubSpot, Salesforce and Microsoft Dynamics 365, it works with any system via API and webhooks, and with Zapier and Make.

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