For sales & customer success

An AI assistant that preps every call and follows up on every deal

Research accounts before meetings, keep your CRM current and send sharper follow-ups — with Salesforce, HubSpot, Gmail and your calendar connected.

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Every top model included

Hand it off

Tasks you can delegate today

Real examples of what sales & customer success ask Getinto.chat to do — just describe the outcome you want.

“Every morning, brief me on today’s meetings and the accounts behind them.”
A daily prep sheet before your first call.
Google CalendarSalesforceSchedules
“Write a follow-up email from these call notes.”
A tailored follow-up with next steps.
GmailMemory
“Update the deal stage and next steps in HubSpot.”
Your CRM stays current without the busywork.
HubSpot
“Research this prospect and suggest three talking points.”
Relevant context to open the conversation.
Web search
“Answer this technical question from our product docs.”
An accurate answer grounded in your documentation.
Knowledge base
“Summarize last quarter’s churned accounts and common reasons.”
Patterns and charts from your data.
Code interpreterSalesforce

The toolkit

Your agent remembers your preferences, projects and context across every chat.

Connect 1,500+ apps like Gmail, GitHub, Slack and Notion, or bring your own MCP servers.

Run prompts once, daily or weekly — your agent keeps working while you are away.

Upload documents and save web pages so answers are grounded in your own sources.

FAQ

Does it work with our CRM?

It connects to Salesforce, HubSpot and many other CRMs from the 1,500+ app catalog.

Can I get a briefing before each day?

Yes. Schedule a daily briefing and it runs in the cloud every morning.

Can it use our product documentation?

Yes. Add your docs to a knowledge base and answers are grounded in them.

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