Update your CRM in seconds, not on Friday afternoons.
Meera keeps every deal in your CRM clean. She flags the deals that need attention, answers questions about your pipeline in plain words, and makes the notes, tasks and deal updates for you once you approve. Works with Salesforce, HubSpot and Microsoft Dynamics 365.
Every account starts with a free trial. Your deals stay in your CRM. Meera runs on CRM Assist, part of the ShiftRight family.
What Meera does
A fast grid for your pipeline
Change stages, amounts, close dates and next steps across many deals at once, instead of opening records one by one.
Spots deals that need attention
Close dates that have passed, missing next steps or amounts, and deals that have gone quiet are flagged right on the grid.
Answers questions about your pipeline
Ask “What needs my attention this week?”, “Which deals close this month?” or “How is the team tracking against commit?”
Changes only what you approve
She drafts notes, tasks, contacts and deal updates, shows you the change, and saves it to your CRM only when you say yes.
Where sales teams use her
After every meeting
Type one line, such as the new stage, amount, close date and next step, and Meera updates the deal.
Weekly pipeline review
Work through the flagged deals in minutes, so the CRM is right before the meeting starts.
Forecast calls
Ask for the quarter against commit, win rate or average deal size, and get the answer from your live CRM.
Closing deals
Close deals one at a time and record why each was won or lost, so the next forecast learns from it.
Getting started
Add the Chrome extension
It uses the Salesforce or Dynamics 365 login you already have, so your IT team does not need to set anything up.
Choose your CRM login
Confirm with a 6-digit code sent to the email on your CRM user. Your password is never shared.
Clean up and ask
Work through the flagged deals, or press Ctrl+K and ask Meera.
Works with
Want Meera on your team?
Every account starts with a free trial. Your deals stay in your CRM, and with the extension your CRM login never leaves your browser.