Live in a day.
Four sign-ins. One 30-minute configuration call. Zero engineers. Zero workflow nodes. Zero quarter-long rollout plans.
Every other category of sales tool asks you to build a workflow. Drag the trigger node. Connect it to the action node. Define the conditions. Test it. Document it. Maintain it as your process changes. Hire a GTM engineer to own it.
CHRM doesn’t. You sign into four things. We read your CRM schema and your calendar. The execution layer turns on. From OAuth click to first call processed is less than a business day.
Step 01 — your CRM.
OAuth into HubSpot or Pipedrive. CHRM reads every pipeline, every stage, every custom field. You don’t configure a schema; we read the one you already have. Fifteen minutes.
Step 02 — your calendar.
Connect Google or Microsoft. CHRM’s built-in notetaker now joins every booked call on your team’s calendar. No third-party notetaker required. If you use Fireflies, Fathom, or Otter, we ingest their output too. Five minutes.
Step 03 — LinkedIn.
Authenticate your LinkedIn for the team’s outreach activity. Capture, warm-up sequences, and CRM mirroring all turn on. Default safety posture is on; nothing risky runs without your explicit approval. Five minutes.
Step 04 — Apollo.
Connect your Apollo account. Every contact discovered in a conversation gets enriched automatically. Existing pipeline records are backfilled overnight. Five minutes.
Then a 30-minute call.
That’s the configuration session. With you, we walk through the field map: which CRM fields you want CHRM to populate, what a populated one looks like for your team, which fields to leave alone. You don’t need to write a brief. You don’t need an engineer. You don’t need to teach us your process; we read it from your CRM.
Day one is when work starts being done.
By the morning after the configuration call, every booked meeting is being captured, every CRM field is populating, every drafted follow-up is staged. The "implementation timeline" most enterprise software ships with is replaced by a calendar invite and a 9am the next day.
- Step 01 · Your CRMOAuth into HubSpot or Pipedrive. 15 minutes. Schema discovered automatically.
- Step 02 · Your calendarGoogle or Microsoft. CHRM’s notetaker joins every booked call. 5 minutes.
- Step 03 · LinkedInAuthenticated. Capture + outreach + CRM mirror on. Safety defaults on. 5 minutes.
- Step 04 · ApolloConnected. Enrichment + ICP scoring active. 5 minutes.
- Configuration call · 30 minutesWe walk through field mapping with you. No brief required.
- Day oneEvery booked call captured. Every CRM field populating. Every follow-up staged.