Every interaction with the buyer — email, meeting, LinkedIn DM, CRM note — feeds the same structured graph. Capture is solved before structure begins.
Email
Gmail + Outlook, two-way
Meetings
Built-in notetaker + Fireflies
LinkedIn
DM + InMail capture
CRM
Notes + activities ingested
"Where does CHRM get its data?" is the second question every evaluator asks. The answer: everywhere a conversation happens. Email threads, meeting transcripts, LinkedIn DMs, the historical CRM notes that have been sitting in your HubSpot or Pipedrive for years.
CHRM has its own notetaker built in. It auto-joins every booked call on your team’s calendar — Zoom, Meet, Teams, phone — and produces a transcript without anyone installing a fourth tool. If your team already uses Fireflies, Fathom, or Otter, CHRM ingests their output alongside its own. They’re one source among several, not a dependency.
Email is two-way.
Gmail and Outlook are both first-class. Threads in both directions are captured into the deal timeline, and CHRM-drafted replies send via the rep’s authenticated address, so prospects see the rep’s name, not a robot’s.
LinkedIn is first-class context.
LinkedIn DMs and InMails are not a black hole. They’re captured into the deal timeline alongside everything else, so the touch your AE had with the procurement lead on LinkedIn isn’t lost when the deal cycle moves to email.
And the CRM’s history comes too.
Every existing note and activity in the connected CRM is ingested on day one. Your legacy context isn’t stranded outside CHRM.
Built-in notetakerCHRM auto-joins every booked call. No third-party tool to install.
Gmail + OutlookTwo-way email sync across the team. Drafts sent from the rep’s authenticated address.
LinkedIn DM + InMailCaptured into the deal timeline. First-class context, not a black hole.
CRM history ingestedEvery legacy note and activity loaded on day one.
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.