Update a CRM from a voice note or short message

What is Hints: CRM AI Assistant?

Hints is a conversational interface for keeping sales records current. A salesperson sends a voice note or text message, and the assistant maps the information to a connected CRM. The current sign-in page identifies HubSpot and Pipedrive, with Telegram and WhatsApp as messaging channels. This approach is particularly useful immediately after a meeting, when the details are fresh but opening and editing several CRM fields would interrupt the next task.

Capture the outcome and the next action

The official features include creating leads, adding notes, changing deal stages, updating standard or custom fields, and assigning tasks. Users can also ask for existing sales information. Hints describes natural-language requests and clarification when something is unclear, allowing a single message to carry several related details while the resulting information remains attached to the relevant CRM record.

Make a short note unambiguous

Name the person, company, and deal clearly before describing the meeting. Separate what the customer said from your interpretation, and give a specific owner and date for the next step. Review the resulting record on early uses, especially where similar names or multiple open deals exist. A consistent note structure makes the assistant's interpretation easier to check and helps colleagues understand the history later.

Features to explore

• Voice and text CRM updates
• Notes and activity logging
• Custom field updates
• Deal and task management
• Messaging app access

Who is Hints: CRM AI Assistant for?

Best for mobile salespeople and account teams that lose meeting details between conversations and CRM entry. It is useful when quick capture can be paired with periodic record review and clear rules for updating the sales pipeline.

Before you get started

Confirm current CRM and messaging support, permissions, and data handling. Review ambiguous names, dates, and deal changes after submission; a natural-language interface can still place information in the wrong record or field.