Four categories of tool the market keeps confusing us with. Here’s where we are, where we aren’t, and where the difference matters.
They promise to replace your CRM with an AI-native one. The vision is clean. Then you read the implementation guide. Every capability beyond core record-keeping requires custom workflow nodes, agents you configure yourself, schemas you migrate, and an engineer to keep the integrations stitched together. The output is slop held together with shaky APIs. We don’t replace your CRM. CRMs are great record-keeping tools. CHRM sits on top of yours.
✓ Native · built-in~ Partial! Possible with engineer + brittle integrations— Not supported
!Possible — with brittle integrations + an engineer
Populates your existing CRM fields
✓Into your existing HubSpot or Pipedrive
!Possible inside their own CRM only — not yours
Source-line citations on every value
✓Every field links to the source line
!Available where built; rarely shipped by default
Auto-drafts personalised follow-ups in rep voice
✓
!Requires workflow nodes + an agent config
Real-time deal risk detection across the pipeline
✓Five risk categories, real-time, no config
!Custom-built per team via their canvas
Buying-committee + stakeholder map per deal
✓
!If your engineer wires it
LinkedIn warm-up outreach for the committee
✓Warm-up outreach included
—No native LinkedIn outreach
Coaching insights for reps
✓Side effect of the execution data
!Possible via custom dashboards
Continuous win/loss process iteration
✓Multi-agent win/loss analysis
—Workflow canvas, not learning loop
Top-of-funnel prospecting + cold sequencing
—Not our lane — we integrate with Apollo/Outreach
—Not their job
Works with your existing CRM — no migration
✓Your CRM stays canonical
—Requires migrating off HubSpot or Pipedrive
Setup without an engineer or workflow builder
✓Four OAuth sign-ins, no canvas
—Workflow design = GTM engineering tax
CHRM is the execution layer for CRM. After every sales conversation — a call, a demo, an email thread — CHRM fills your CRM fields, generates a personalised follow-up, and flags any deal risks. It sits between your conversations and your CRM. Your closers never log a field. Leadership always has accurate pipeline data.
OAuth, fifteen minutes. You connect your CRM, define which fields CHRM should populate, and link your AI note-taker. From that point every processed conversation flows directly into your CRM. No middleware, no manual steps. No credentials stored on our side.
CHRM currently supports HubSpot and Pipedrive. If Salesforce is your system of record, mention it on the intro call and we'll tell you honestly whether we can support your setup today.
No. CHRM works alongside your existing note-taker. They handle recording and transcription. CHRM takes the transcript and acts on it. If you don't use a note-taker, CHRM can process email threads and manually uploaded notes. Capture and execution are different jobs.
Most teams are fully configured and processing their first calls within one business day. Three steps: connect your CRM, define your field mappings, link your note-taker. We run a 30-minute configuration session with every new team so it works correctly for your exact setup from day one.
Gong and Clari are conversation intelligence. They tell you what's happening in your deals. CHRM acts on it. CHRM doesn't surface insight for humans to act on; it takes the action automatically. Gong is analysis. CHRM is execution. They solve different problems.
Completely. You define the exact fields you want CHRM to populate — custom fields, standard fields, deal stages, contact properties, anything in your HubSpot or Pipedrive. Most teams configure ten to twenty fields per deal record. We don't impose a template.
92–97% field accuracy on well-structured calls. Accuracy depends on conversation quality — calls where deal specifics are explicitly discussed produce near-perfect outputs. When information is ambiguous or not discussed, CHRM leaves the field empty rather than guess.
Five categories: missing decision-maker, budget uncertainty, competitive threat, timeline drift, and champion disengagement. Risk flags are surfaced inside your CRM, not buried in a call recording somewhere.
CHRM processes transcript data to extract structured deal fields and does not store raw conversation audio or video. Transcripts are processed then discarded. Only the extracted structured fields are written to your CRM. We integrate with your CRM and note-taker via OAuth; no credentials are stored on our servers.
Not yet. We're early, and a formal SOC 2 audit is ahead of us, not behind us. What's true today: CHRM connects to your CRM and note-taker over OAuth, stores no credentials, and discards transcripts once the structured fields are extracted. If your security team needs a formal review, ask on the intro call and we'll walk through exactly how we handle data.
$1,000 per AE seat per month. Every other seat — managers, RevOps, leadership — is free. The first thirty days are free for up to five AE seats. We don't do self-serve trials because a 15-minute configuration session is what makes CHRM work correctly from day one.
B2B sales teams with 5–50 account executives. At that scale CRM hygiene is a constant operational problem: large enough to matter for forecasting, small enough that you're not running a dedicated RevOps engineering team. Teams under 5 reps often find the admin manageable. Teams over 50 typically need enterprise CRM architecture we don't currently serve.
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Stay human. Let AI do the rest.
A twenty-minute call. Then a configured product, the same week. We don’t do self-serve onboarding. A short call lets us configure CHRM to your CRM fields, your deal stages, and the way your team actually works. If we’re not the right fit, we’ll say so before the second call.