Live webinar | Oct 29 | 6pm CET
How deal teams automate their CRM using AI
A step-by-step walkthrough for private equity, investment banking, and M&A teams on getting every call into your CRM without typing it up.
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About the session
After every deal call, there’s CRM work left to do: update the numbers, save the notes, record what happens next. It takes at least 15 minutes and often gets overlooked.
In this live session, we’ll show how to hand these tasks to Jamie, meeting intelligence platform for deal teams, and review every change before it goes into CRMs like Attio, Affinity, and Pipedrive. So you spend less time on admin and more time on the deal. No Jamie experience needed.
30-minute walkthrough followed by 10 minutes of Q&A.
Can’t join live? Register and we’ll send you the recording.
What we’ll cover
- Update deal information: Take financial metrics and valuation details from a call, put them into the right CRM fields, and create follow-up tasks.
- Save conversation history: Link meeting summaries to the deal and the people involved, so the team can catch up without asking around.
- Move deals forward: Use decisions from the call to suggest a stage change and schedule the next activity, with your approval.