Take the pain out of data entry so you can focus on what matters: closing deals.
Easily view your pipeline
Create fully customizable sheets based on your Salesforce usage. See all your data in one place—no more tabbing through dozens of Salesforce screens or opening records one at a time.
Update records in seconds
Stop spending hours every week updating Salesforce. With one click, you can make inline updates to your records and have them automatically sync back to Salesforce.
Improve territory management
Prioritize your work! Apply advanced filters and multi-sorting to your sheets, allowing you to focus on the data that's most relevant to you.
Track all your private data
Stop using a myriad of apps to manage all your information. Create custom columns that do not sync back to Salesforce, allowing you to track all your information in one place.
Have more questions? Please contact our People.ai Support here.