In most orgs, CRM data trails reality. Reps skip notes, stages are off, handoffs are messy, and every Ops project turns into a one‑off workflow. CRM & RevOps Automation + CloneForce routes this work to Digital Teammates that capture activity, enforce process, and run playbooks—so your systems match how you actually sell and support, without turning every change into another spreadsheet project.
CloneForce centralizes signals from emails, meetings, calls, and tickets into CRM. Digital Teammates log activities, attach summaries, tag outcomes, and highlight risks—so contacts, accounts, and deals have timelines RevOps and leaders can rely on.
Connect your CRM and RevOps playbooks. Digital Teammates learn your lead statuses, lifecycle stages, deal stages, qualification criteria, and routing rules. They respect teams, territories, and permissions while adapting to how you define “qualified,” “at risk,” or “ready for handoff.”
Ask and it’s handled: “Update this opportunity based on the last call,” “Route this lead to the right owner,” or “Create a handoff package for CS.” Digital Teammates read interactions in context, suggest or apply updates, and run consistent workflows so humans aren’t reinventing process every time.
