Smart Entity Matching
Matches by email, domain, and AI similarity. "Hans F." and "Hans Filippini" become one person. "Acme Corp" and "Acme Corporation" map to one org.
02 — CRM assistant
PaulitoKeeps your CRM honest.
CC or forward a sales email to Paulito, and your CRM gets updated automatically. Contacts created, deals identified, notes written, duplicates merged.
What Paulito actually does.
Six concrete capabilities that show up on day one. No vague "AI-powered" promises.
Deal Intelligence
New opportunity? Qualification score, suggested title, estimated value. Existing deal? What changed - buying signals, risks, stage recommendations.
Duplicate Merging
When duplicates exist, Paulito merges them. Never loses data. All emails, phone numbers, notes preserved. Every merge logged and reversible.
Full Audit Trail
Every extraction, match, and update logged per email. See exactly what Paulito did, why it matched a contact, what it changed.
Relationship Mapping
Contacts linked to organisations by domain. Deals connected to the right people and companies. Your CRM becomes a proper network.
Privacy & Isolation
Email content processed in your own environment. Full data isolation. Paulito only sees emails you explicitly send to it.
How Paulito works
From email to updated CRM. Without opening it once.
01
You send an email as usual
CC or forward it to Paulito. That's the only thing you do differently.
02
Paulito reads the full thread
It picks up every person mentioned - from headers, body, signatures - and figures out who they are, what company they're from, and what role they play. Same person with different name variations? Paulito recognises them.
03
Paulito matches against your CRM
For each person and organisation, Paulito searches your CRM by email, domain, and AI-powered similarity. Already exists? Links to it. Duplicates found? Merged - without losing any data.
04
Paulito understands the deal
New opportunity or existing deal? Paulito figures it out. Suggests a title, estimates the value, flags buying signals, recommends a pipeline stage.
05
Paulito updates your CRM
Organisations, contacts, deals, notes - all created or updated in the right order, properly linked. Your CRM reflects reality.
Lives where you already work
Pipedrive
HubSpotThe rest of the crew.
If Paulito solves one problem, the others probably solve the next one on your list.
Talk to sales
Put Paulito to work.
We'll talk through your use case, work out whether Paulito is the right fit, and show you exactly what setup looks like for your team.
- Running in your stack within 14 days.
- Your data stays in the EU and is encrypted.
- Bundled pricing when you hire more than one assistant.
30-minute intro call
Book a call.
We'll talk through your use case, which assistant fits best, and how setup would work for your team. No form to fill in, pick a time that works.
Book 30-minute call