Use case · Sales and account teams

What do we actually know about this account, and who said it?

Your team works deals with AI now. The CRM has to keep every email and call behind a fact, and flag it when two of them disagree.

Updated

Step by step

How it works for sales. What happens at each step.

  1. 01

    Every email and call is kept

    Emails, call transcripts and notes are kept as sources. They are added to, never overwritten.

    Save the source
  2. 02

    Each fact links to its source

    A close date, a budget or a contact is recorded with a link to the email or call it came from.

    Record a fact
  3. 03

    Disagreements stay open

    When the email says one date and the call says another, both are kept until a person decides.

    Flag a conflict
  4. 04

    Account summaries cite their facts

    A summary before a call is built from recorded facts, so every line traces back to a source.

    Write a summary

Example

What it looks like. Sample data.

Your AIOpenCRM

When does the Northwind renewal close?

  1. Find the account
  2. List the facts
  3. Flag a conflict

Two sources disagree: 15 Oct in the 3 Sep email, 1 Nov on the 9 Sep call. I opened a conflict for review.

Limits

What it doesn't do yet. So you know before you try it.

Need one of these for your team? Building it is the work Attri does.

Talk to Attri
  • No mailbox or calendar sync: sources arrive through your AI.
  • No self-serve import from your current CRM yet. Attri does the move.
  • No login or permissions in the open-source version. Attri adds login when it hosts it.

Stop renting your own records. Start with your next renewal.

Tell Attri which tool you pay for, how many seats and when it renews. We'll show you what owning it costs. Engineers can read every line on GitHub first.