Step 01
Ingestion
Call notes*, email text, meeting snippets. Anything said becomes something captured.
All AgentsAgent 04
Zero data entry.Ever.
Every deal updated after every interaction. Every change justified. Your pipeline stays perfect - without you lifting a finger.
How it works
Four steps. You do none of them.
Step 02
Extract
Contacts, stages, values, next steps - pulled out structured, not as a wall of notes.
Step 03
Justify
Every change tagged with a reason and a confidence level. You see the logic before the update lands.
Step 04
Update
Auto-applied or held for approval. You set the rule. Otto follows it.
Capabilities
What Otto handles.
Stage Moves
Based on verified signals: proposals sent, commitments made, objections handled.
Approval Flows
High-impact changes pause for your review. Low-stakes ones just happen.
Change Justification
Every update logs its reasoning, source, and confidence. No mystery updates at 2am.
Full Audit Trail
One-year retention. Last three changes on every deal. For when someone asks why did this move?
Stage Moves
Based on verified signals: proposals sent, commitments made, objections handled.
Approval Flows
High-impact changes pause for your review. Low-stakes ones just happen.
Change Justification
Every update logs its reasoning, source, and confidence. No mystery updates at 2am.
Full Audit Trail
One-year retention. Last three changes on every deal. For when someone asks why did this move?
Stage Moves
Based on verified signals: proposals sent, commitments made, objections handled.
Approval Flows
High-impact changes pause for your review. Low-stakes ones just happen.
Change Justification
Every update logs its reasoning, source, and confidence. No mystery updates at 2am.
Full Audit Trail
One-year retention. Last three changes on every deal. For when someone asks why did this move?
Stage Moves
Based on verified signals: proposals sent, commitments made, objections handled.
Approval Flows
High-impact changes pause for your review. Low-stakes ones just happen.
Change Justification
Every update logs its reasoning, source, and confidence. No mystery updates at 2am.
Full Audit Trail
One-year retention. Last three changes on every deal. For when someone asks why did this move?
Before & After
How it used to work vs. now.
WITHOUT OTTO
WITH OTTO
End-of-week CRM cleanup ritual
CRM updates after every interaction
Pipeline data is days old
Pipeline always reflects reality
No one knows why a stage changed
Every change has a reason on record
Managers chase reps for updates
Managers see truth, not reports
You close the deal.
Otto closes the tab.
The CRM updates itself. The pipeline stays clean. The Monday review becomes a five-minute conversation instead of a scavenger hunt.