CRM data entry updates

AI EMPLOYEES

Automate CRM data entry & updates with agentic AI

Automatically update CRM records with meeting notes, deal status, and contact info, achieving 95% data accuracy.

CRM data entry updates

Marketing

1,392

Running

95%

Data Accuracy

AVG IMPLEMENTATION TIME

3 weeks

AUTOMATION SUCCESS RATE

90%+

PILOT TO PRODUCTION RATE

1:1

AVG IMPLEMENTATION TIME

3 weeks

AUTOMATION SUCCESS RATE

90%+

PILOT TO PRODUCTION RATE

1:1

AVG IMPLEMENTATION TIME

3 weeks

AUTOMATION SUCCESS RATE

90%+

PILOT TO PRODUCTION RATE

1:1

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Human employees shouldn't be manually updating CRMs...

Incomplete and Stale Data

Outdated CRM records
Outdated CRM records
Outdated CRM records

Sales reps forget to update the CRM after meetings, leading to incomplete records and missed opportunities.

60% of CRM records are incomplete or outdated

Hours Lost to Data Entry

Manual data entry
Manual data entry
Manual data entry

Reps spend 2-3 hours daily entering meeting notes, contact updates, and deal status instead of selling.

15 hours per week per rep on CRM data entry

Poor Pipeline Visibility

Unclear pipeline
Unclear pipeline
Unclear pipeline

Leadership lacks accurate pipeline insights because CRM data is incomplete, delayed, or inconsistent.

40% of forecast inaccuracy due to bad data

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Use agentic AI to keep your CRM updated automatically 24/7

Automated meeting notes
Automated meeting notes
Automatic meeting note transcription and logging

Magical listens to sales calls, transcribes key points, and automatically updates your CRM with detailed meeting notes and action items.

Intelligent deal stage progression
Intelligent deal stage progression
Intelligent deal stage progression

Magical automatically updates deal stages based on sales activities, email responses, and meeting outcomes without manual intervention.

Deal stage automation
Deal stage automation
Contact enrichment
Contact enrichment
Contact enrichment and updates
Contact enrichment and updates
Contact enrichment and updates

Magical automatically enriches contact records with job changes, company updates, and new contact information from multiple sources.

Task and follow-up creation
Task and follow-up creation
Task and follow-up creation

Magical automatically creates follow-up tasks and reminders based on conversation commitments and deal requirements.

Task automation
Task automation

How it works: Implement in minutes not months

How it works: Implement in minutes not months

Step 1 illustration
Step 1 illustration
Step 1 illustration

Step 1: Book a demo

See Magical in action and connect to your CRM and communication tools.

Step 2: Deploy Magical

See Magical in action and connect to your CRM and communication tools.

Step 2 illustration
Step 2 illustration

Step 3: Automate forever

Let your AI employee automatically update CRM records after every call, email, and meeting with perfect accuracy.

Step 3 illustration
Step 3 illustration
Step 2 illustration
Step 2 illustration

Step 2: Deploy Magical

Define your data update rules and field mappings. No complex workflows or coding required.

Step 3 illustration
Step 3 illustration

Step 3: Automate forever

Let your AI employee automatically update CRM records after every call, email, and meeting with perfect accuracy.

Measurable results for your sales team

95%

Data Accuracy

Ensure consistent, accurate CRM data with automated updates after every interaction

85%

Time Saved

Eliminate manual CRM data entry, freeing reps to focus on selling

100%

Record Completeness

Every deal has complete, up-to-date information for better forecasting and pipeline management

3X

Faster Reporting

Get real-time pipeline insights without waiting for reps to update records

What sales leaders are saying

Magical eliminated the CRM data entry burden for our team. Our data accuracy went from 60% to 95%, and our reps are spending 15 more hours per week actually selling.

Chief Revenue Officer, Enterprise SaaS

Chief Revenue Officer, Enterprise SaaS

Before Magical, we had no reliable pipeline visibility because reps weren't updating the CRM. Now every record is complete and current, and our forecast accuracy has never been better.

VP of Sales Operations, B2B Software

VP of Sales Operations, B2B Software

DHL
Verizon
Zoomcare
Intuit
PayPal

Security & compliance

HIPAA compliant

Magical processes all data locally with zero PHI storage

SOC 2 Type II certified

Enterprise-grade security with regular third-party audits

Secure Authentication

Secure Authentication

Single Sign-On (SSO) and multi-factor authentication options

Ready to transform your CRM data management?

Frequently asked questions

Frequently asked questions

Frequently asked questions

Which CRM platforms does Magical support?

Magical integrates with all major CRMs including Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, and any web-based CRM system.

Can Magical update custom CRM fields?

Yes, Magical can be configured to update any standard or custom fields in your CRM based on your specific data requirements.

How does Magical capture meeting information?

Magical integrates with video conferencing tools (Zoom, Teams, Google Meet) to transcribe calls, or can extract information from email threads and calendar events.

Will Magical overwrite important data?

No, Magical follows rules you configure to determine when to update, append, or preserve existing data. You maintain full control over data management policies.

Can sales reps review updates before they're saved?

Yes, you can configure Magical to require approval for certain types of updates, or let it update automatically once you're confident in its accuracy.

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