Keep Salesforce updated automatically with AI.
Complete a Meeting: Jump into Zoom and focus on your call. Don't worry about typing out any notes. Swyft is taking care of it in the background.
Approve and Save: Once your call is over, Swyft will analyze your meeting, and automatically capture all of the details that need to be updated in Salesforce. Just review and edit if needed, and update your opportunity in one click.
CRM is Updated: In seconds after your call, all of the relevant CRM fields are updated. No more carving out time at the end of your day to update Salesforce, saving you hours of manual effort and ensuring complete pipeline accuracy.