Webinar: How Deal Teams Automate Their CRM Using Al

Your CRM is only as good as the last time someone had 15 minutes to update it. In this webinar, we show how deal teams in PE, VC, and M&A can hand that post-meeting busywork to Jamie. With Agentic Workflows, you describe in plain language what should happen after a meeting, and Jamie does it in your CRM. We follow Isabel, a VP at a fictional private equity fund, through a live deal and build three workflows, from simple to advanced: 1. Log every call After each external meeting, Jamie writes the summary, key points, next steps and action items onto the right company record. If the company isn’t in your CRM yet, Jamie creates it and fills in the details from the conversation. 2. Keep deals moving Jamie matches the call to the right deal and adds a short summary with the key numbers and open questions. It creates follow-up tasks with due dates and assigns them to the right people. Then it tells you whether the deal is ready for the next stage or should be flagged as at risk. 3. Screen new opportunities against your mandate After a sourcing call, Jamie creates the deal and rates it against your investment criteria: mandate fit, scale and unit economics, market and competition, owner motivation, and red flags. Every rating is backed by a quote from the call. You get a clear verdict, advance or pass, with one concrete next step. Each workflow can run on its own or check with you before anything is pushed to your CRM. Jamie understands what a call means for your deal and takes on the busywork that comes after it, so your CRM stays updated without the manual effort. Learn more about Jamie: https://meetjamie.ai #DealTeams #PrivateEquity #CRMAutomation