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Samu for Sales Ops

A CRM that stays up to date, without chasing anyone.

Samu captures every sales conversation and writes it to the CRM automatically: complete fields, logged activities, consistent data — with no reliance on the team's data-entry discipline.
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Why do Sales Ops teams choose Samu?

Reliable data at the source, not cleanup at month-end

Bad data doesn't get fixed in the report: it gets fixed at the source. Samu generates complete, consistent data where it's born — in the conversation.

Sales Ops data quality: it gets solved at the source

Every Sales Ops (or Revenue Operations) team knows the cycle: the business asks for reliable reports, the CRM has empty fields, and the usual fix is a data hygiene campaign — reminders, required fields, adoption dashboards. It works for a few weeks and then decays. It isn't a discipline problem: as long as the data depends on a rep typing it in, quality will be a permanent battle.

Process measured, not assumed

Every conversation is evaluated against criteria you configure based on your methodology (SPICED, BANT, or your own framework). The house methodology stops being a document and becomes a measurement — and every morning the automated reports land with each manager on their own: score by rep, competitors mentioned, deals at risk.

Integration with your stack, no migrations

Native writes to HubSpot, Salesforce, Pipedrive, and Freshsales; API for everything else; and structured exports when IT won't allow direct connections. The write logic is configured with you: which objects get created, under which rules, on top of your existing field structure. If you want to see your CRM fill itself from your own conversations, book a demo.

100%
of activities logged in the CRM
0
data cleanup campaigns
<10 min
to connect your team's channels

The CRM fills itself at the source

Activities, notes, and fields enter on their own from every conversation.

100% customizable extractors

What gets said turns into the CRM properties that you define.

Scores by call type

A discovery isn't evaluated like a demo; you define the criteria.

Samu as the source for your stack

Connect deals and signals over MCP to your reports and AI agents.

Key features

Everything Samu does for your team

Deal Predictions

Analyzes signals across meetings, WhatsApp, and phone calls to tell you which deals you'll close this month.

Agents for Your Reps

You wrap up a meeting and Samu's agents run the next steps on their own. Draft proposals and follow-ups ready for you to approve. The agents work for the rep, never with the customer.

Samu tailored to your company

Everything Samu measures, extracts, and summarizes is configurable from the dashboard. No tickets, no implementation, no waiting on anyone.

Samu is there on every channel you sell in

Native WhatsApp integration

Real-time analysis of WhatsApp texts, voice notes, and calls.

Video call analysis

Samu works with Zoom, Meet, WhatsApp, and phone calls.

Covers what happens offline

Use Samu at in-person meetings and events.

Your CRM up to date, automatically

Your CRM always up to date, with zero effort from your reps.

50 reps, 30,000 calls a month, and a single quality metric to read them by.
Felipe Gómez
Chief Revenue Officer, Nubox
How does it work?

Empowering your work with Samu is simple

01
Connect your channels
Video calls, phone, and WhatsApp ready in less than 10 minutes.
02
Samu captures and processes
Every conversation is recorded, analyzed, and integrated into the CRM without any effort from your team.
03
Make decisions with confidence
At-risk deals, sales rep performance, and forecasts from concrete signals. In real-time.

What the Sales Ops usually asks us

Can I create or change the fields Samu fills in, without depending on support?

Yes, and that's what makes the extractor different: you define what data gets pulled from the conversation and which CRM property it goes to. It's 100% self-serve — creating a new extractor takes no tickets and no development. Teams use it for everything from competitors mentioned to criteria specific to their own methodology, and they change it when the business changes.

How does it avoid duplicates and junk in the CRM?

The write logic is configured with you: which tasks to create, for whom, on which objects, and under which rules. Samu links every interaction to the right contact and deal; this logic gets fine-tuned during onboarding.

Can I change user roles?

Sí, puedes cambiar los roles de los usuarios en cualquier momento desde el panel de administración. Esto es útil si un usuario asume nuevas responsabilidades o si cambian las necesidades de tu organización.

Does it meet my company's security requirements?

Samu is SOC 2 certified, and the Pro and Enterprise plans add advanced security and compliance features. During evaluation we provide documentation and support your IT and security teams directly.

Stop cleaning up the CRM. Start trusting it.

Book a demo and watch your CRM update itself.

90-day guarantee

Personalized onboarding

90-day guarantee

Personalized onboarding

90-day guarantee

Personalized onboarding

90-day guarantee

Personalized onboarding