How it works
The days of CRM data entry are over. Talk to OTIS.
Your CRM was only ever as good as the minutes your team spent typing into it. OTIS removes that step. Say what happened, or what you need, and OTIS does the research, writes the records, drafts the follow ups and keeps every account current, so the work flows from conversation straight into your systems.
Before: after every call
- Open the CRM, find the account
- Log the call, type up the notes
- Move the deal to the next stage
- Create a task for the pricing
- Switch to email, write the follow up
- Set a reminder to check back
Now: one sentence
Just got off with Dana at Bluefin. They need 500 brackets by March. Log it and send her a follow up.
OTIS logs the call, updates the deal, creates the task and drafts the email. You approve it.
01 · Deep research
Ask about a company. Get a finished record.
OTIS reads the web, filings and industry sources, checks what is already in your CRM, and fills in the account for you, with the source behind every field.
You say
Research Hartwell Steel and fill in the account.
- Company details, size and products filled in
- Key contacts found and added
- Recent news flagged so you walk in prepared
Demo: the user asks OTIS to research Hartwell Steel. OTIS searches 14 sources, fills in the industry, headquarters, employee count, revenue, website and products on the account, adds three contacts, and flags news of a new Ohio facility.
02 · Follow up with prospects
Hang up the phone. The follow up is already written.
Tell OTIS how the call went, out loud. It logs the conversation, moves the deal forward, sets the next task and drafts the email in your voice. Nothing goes out until you approve it.
You say
Just got off with Dana at Bluefin. They need 500 brackets by March and want pricing by Friday. Log it and send her a follow up.
- Call logged to the right account and deal
- Deal stage and need-by date updated
- Follow up drafted, approved and sent
Demo: the user speaks to OTIS after a call with Dana Whitfield at Bluefin Marine. OTIS logs the call, moves the opportunity from Discovery to Quote, adds a pricing task due Friday, and drafts a follow up email, which the user approves and OTIS sends.
03 · Drip campaigns
Describe the campaign. OTIS builds it.
Name the audience and the goal. OTIS finds the right contacts, writes each touch, picks the timing and stops the sequence for anyone who replies, so the conversation moves to you.
You say
Start a nurture campaign for the aerospace leads from the Detroit trade show. Three emails over two weeks.
- 38 matching leads found and segmented
- Three emails written and scheduled
- Replies pause the sequence automatically
Demo: the user asks OTIS for a three email nurture campaign for 38 aerospace leads from the Detroit trade show. OTIS builds the audience and writes emails for day 0, day 5 and day 12. The user approves and the campaign is scheduled.
04 · Inbox summary and daily agenda
Start the day knowing what matters.
OTIS reads your calendar and every connected inbox, tells you which meetings to prepare for and which emails need you, and has the replies drafted before you ask.
You say
What does my day look like?
- Today's meetings, with the one to prep for
- 47 new emails narrowed to the 3 that need you
- Replies drafted and waiting for review
Demo: the user asks OTIS what the day looks like. OTIS fills in four meetings and the three emails that need a reply, summarizes them, and offers drafted replies.
05 · Bulk data in, contacts out
Drop in a spreadsheet. Get a sales pipeline.
Trade show scans, an old customer list, a distributor export. Hand OTIS the file and it maps the columns, merges duplicates, fills gaps and puts every contact into your sales flow.
You say
Turn these into contacts and put them in the sales flow.
- 412 rows read, columns mapped automatically
- Duplicates merged, not doubled
- Missing details flagged for a quick look
Demo: the user drops a spreadsheet of 412 trade show badge scans into InnateIQ and asks OTIS to turn them into contacts. OTIS maps the columns, creates 386 new contacts, merges 19 with existing records, and flags 7 rows missing an email.
And more
If you would ask a colleague, ask OTIS.
Pipeline
Which accounts have gone quiet in the last thirty days?
A list with the last touch on each, and a suggested next step.
Content
Create a white paper on our aerospace components for Vantic.
A draft in your data room, built from your own product documents.
Planning
What should be my focus for the upcoming week?
The deals and accounts that need you, ranked, with the reason for each.
Records
Kestrel's new buyer is Sam Ortiz. Swap him in for Jill on every open deal.
Contacts and deals updated across the CRM in one pass.
Meetings
Prep me for the Hartwell call at 11:30.
A one page brief: history, open quotes, recent news and talking points.
Reporting
How did the Detroit show campaign do?
Opens, replies and meetings booked, by account.
OTIS does the typing. You stay in charge.
OTIS can look freely, but nothing is sent, updated or archived until a person confirms it. Every change lands in the system of record with a clear trail of what OTIS did and why.
The closed beta
Stop feeding the CRM. Let it feed you.
InnateIQ is in closed beta with a small group of manufacturers. Cohort members work directly with our team and get first access as the platform expands.