Configure the structure, define the fields, set the tone. CHRM fills them in and shows you the exact line every value came from.
Configurability
Per pipeline
Field accuracy
92–97%
Citations
Per-field, to source line
Surface
Deal detail view
Most AI summaries collapse a sixty-minute call into a paragraph nobody trusts. CHRM’s engagement summaries are built differently: you decide the structure, you decide the fields, you decide the tone. CHRM does the writing — and shows you the source for every value.
A summary in CHRM is not free-form text. It is a structured record with the fields your team needs in the order your team needs them. Champion. Budget signal. Timeline. Decision criteria. Top objection. Next step. Whatever your playbook actually depends on.
Citations make the difference.
Every populated field is paired with the exact line in the transcript that produced it. Click the value, see the source. No black-box paragraph. No "trust me" generation. The summary is auditable — by the rep, by the manager, by procurement.
92–97% field accuracy on well-structured calls.
When information is discussed clearly, CHRM produces near-perfect outputs. When information is ambiguous or wasn’t covered, CHRM leaves the field empty rather than guess. Empty over wrong is a rule, not a polite afterthought.
Custom summary structureFields, sections, rich-text blocks, built to match your team’s playbook, not a generic template.
Field-level citationsEvery value links to the line in the transcript that produced it. Click to verify.
Empty over wrongWhen information is ambiguous or undiscussed, CHRM leaves the field empty.
Versioned configurationSummary structure changes are versioned, audit-trailed, and pipeline-scoped.
CHRMDeal summary · cited
Every field paired with the source line. Verifiable in one click.
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.
Book a call
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.
