A CRM that keeps itself current.

Whenever a deal moves (a call, a meeting, an email thread), Taizen writes the fields, MEDDPICC and next steps, each linked to where it came from.

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Opportunity · Notion Safe mode CRM Agent · 8m ago, after a 33 minute call

Salesforce updated. 4 fields changed and 1 contradiction flagged for the deal owner.

FieldChangeReason from the callMinute

Close date31 Mar → 21 AprProcurement takes four weeks and hasn't started24:10

StageDiscovery → ProposalPricing shared and not objected to18:02

MEDDPICC3 of 7 → 5 of 7Economic buyer named, champion confirmed11:45

Next stepNone → Security reviewOwner Dana Whitfield, no date agreed yet29:30

Flagged, not written: the record says the CFO isn't involved. On the call, Elena Marsh said David Park signs off. 12:08

Summary posted to the deal owner Close date change flagged for forecast review

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Every value links to the minute it came from.

Open a field and play the moment the buyer said it. The close date moves with the reason the buyer gave, and next steps carry an owner, so nobody has to chase the rep for what happened.

Close date · Notion

21 Apr

moved from 31 Mar

24:10 / 33:02

“Procurement takes four weeks and we have not started it yet. I would rather move the date than miss it.”

EMElena Marsh, VP Revenue Operations · Notion

Next steps

Security review29:30Owner Dana Whitfield · no date agreed yet

Send the pilot numbers to David Park31:12Owner Tom Okafor · by Thursday

Decide what it writes without asking.

In safe mode, anything that changes a record waits in the approval queue, except what you list in plain words. Switch to auto and it acts on its own. Approvals reach you in Slack, Microsoft Teams, email or the Taizen app, or go through the queue out loud with Mia.

CRM AgentSafe modeAuto

Allowed without asking

Update deal fields, MEDDPICC and next steps. Move the close date when the buyer gives a reason. Never email a customer.

TriggerAfter every call

Writes to

Salesforce

Everything elseWaits for approval

Approvals1

CRM Agent wants to change the amount

$180,000 → $150,000 on Notion

Elena asked to start with two fewer teams in the first year. 31:40

ApproveEditReject

Slack

Microsoft Teams

Taizen app

Salesforce connectionConnected

Read only

For analysis. A run that needs to write says it couldn't.

Read and write

Fields, notes, next steps and close dates.

Last run · 8m ago

Inputs33 minute call transcript, Notion opportunity

Steps12

Tool chosenSalesforce · update opportunity

Output4 fields written, 1 contradiction flagged

Read-only or write. You choose.

You decide when you connect it. Read-only for analysis, or write scopes for fields, notes, next steps and close dates. With read-only credentials a run tells you it couldn't write rather than pretending it did.

Every run keeps its inputs, the steps it took, which tool it chose and what it produced.

Products in this use case

AgentsCRM Agent writes the record after every call. Win/loss interviewsA deal marked lost in the CRM queues the buyer interview.

Questions about CRM hygiene.

Most teams start with this agent, because it removes work reps do by hand today.

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Can it write back to our CRM, or is it read-only?

What stops an agent doing something we didn't approve?

Safe mode. Anything that changes a record or sends a message waits for your approval in Slack, Microsoft Teams, email or the Taizen app, except what you've said it may do unasked. You can also point a new agent at a private channel with two or three reviewers for its first week before opening it to the team.

What happens when it gets something wrong?

You can see what it saw. Every run keeps its inputs, the steps it took, which tool it chose and what it produced, so the fix is usually one line in the instructions rather than a support ticket.

We already have Gong. Why this?

Gong tells you what happened on the call. Agents do the next thing: write the CRM, send the brief, flag the deal, queue the interview. Taizen reads from Gong rather than replacing it.

Let your deals write the record.

Start with CRM Agent in safe mode. It runs on the CRM and calls you already have.

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