Reps spend more time selling
Answers and updates in plain English, instead of hunting through screens.
AI augmentation
Give your sales team AI access to the CRM without breaking it
Your reps want to ask the CRM questions and make updates in plain English. Your RevOps team wants to say yes, but not at the cost of bad data, broken pricing rules, or a forecast nobody trusts. We make it safe to open the door. We build a custom plugin for your company's ChatGPT or Claude account, connected to Salesforce or HubSpot.
Step 1 · Discovery
We learn how your team actually sells.
Step 2 · First workflow
One high-value task, built and tested.
Optional · Ongoing support
Only if the first one pays off.
The problem
Sales wants AI in the CRM. RevOps is right to be nervous.
What sales leaders are asking for
“Why can't I just ask Salesforce what changed on my deals?”
“Let me update the quote without clicking through five screens.”
Saying yes without guardrails puts your pipeline, pricing, and forecast at risk.
What it takes to do it right
3
Does it follow your rules?
Every change is checked before it lands.
2
Does it understand your business?
Your definitions, approvals, and exceptions.
1
Can it reach the CRM?
Most AI tools stop here.
Connecting an AI tool is the easy part. Teaching it how your business runs is the real work.
The impact
What changes when it works
RevOps stops being a ticket queue
Routine requests get handled safely, so your team can focus on strategy.
Leaders trust the numbers
Every change follows your rules and is logged, so pipeline and forecast stay clean.
No new tool to learn
Reps work in the ChatGPT or Claude account they already use, connected directly to your CRM.
Example
A rep asks AI to update a quote
It sounds like one change. Behind the scenes it touches pricing, products, and contract terms, in a specific order. Our workflows get that order right, and stop to ask when something doesn't add up.
“Update this opportunity's quote and term.”
01
Understand what the rep wants
02
Check your pricing and approval rules
03
Update every connected record in the right order
04
Confirm it worked
Missing details or something unusual? It asks the rep or sends it to a manager. It never guesses.
Simplified example. We have already built this workflow in Salesforce.
How it works
From how your team sells to AI your team can use
Stage 1
Discover
We map how your team sells today.
Deliverable
A clear picture of your process and data
Stage 2
Codify
We write down your rules so AI can follow them.
Deliverable
Your playbook, in a form AI can use
Stage 3
Implement
We build your custom plugin and connect it to your CRM, testing in a copy of your CRM first.
Deliverable
A custom ChatGPT or Claude plugin with guardrails
Stage 4
Validate
We test real scenarios before your team relies on it.
Deliverable
A tested rollout and trained users
You own it
Everything we build is yours: the playbook, the workflow, and the documentation.
How it shows up for your team
An assistant your reps can simply ask, built around your process and connected to your CRM.
An assistant in the AI tool your reps already use
AI drafts the work. The rep approves it.
No new app, no new habit. For example, a quoting assistant builds complex quotes in your CRM from a simple request, follows every pricing and approval rule, and refuses to produce a quote that breaks them.
- Works from ChatGPT or Claude, connected to your CRM
- Follows your pricing and approval rules
- Says no instead of guessing
- Set up for your real-world edge cases
Safeguards
Built so leadership can say yes
The gap between an AI demo and AI your team relies on is control. These safeguards are built in from day one.
Why our workflows hold up
We run our own delivery on AI every day. Three lessons shape everything we build.
Clear instructions
AI follows a written playbook for each task, built from how your team works.
Automatic checks
Every change is checked against your rules before it is made, and the result is confirmed afterward.
Human approval where it matters
Low-risk tasks run on their own. Anything that touches pricing, pipeline, or customer data goes to a person first.
Production controls
Your people's permissions
The AI can only see and change what each rep is already allowed to in the CRM.
Rules enforced in the CRM
Must-follow rules like pricing and approvals are enforced by your CRM itself, not just by AI instructions.
Confirm before changing
The AI shows the rep what it will change and waits for a yes.
Asks when unsure
Missing details or an exception? It asks or routes to a manager instead of guessing.
Traceable changes
Every update is recorded in your CRM's history under the rep's name.
Tested before launch
Built and tested in a copy of your CRM before it goes live.
Your platform, your controls
The plugin runs inside your company's ChatGPT or Claude account. Your admins keep control of who has access, usage limits, and data settings on that platform. We help you set them up well.
Why RevPal
Why teams bring in RevPal
We know revenue operations
How sales, pricing, and forecasting really work.
We know your CRM
Salesforce and HubSpot, inside and out.
We build the AI
Setup, connection, testing, and rollout.
We have the capacity
A dedicated team that delivers and stays accountable.
The honest answer
Your team could build this themselves. Most don't have the time or the right mix of skills. We bring both, so your people stay focused on the business.
Where AI pays off first
If your team does it in Salesforce or HubSpot today, it's a candidate. These are where companies see results fastest.
Quotes and contracts
Data cleanup and enrichment
Account planning and QBRs
Lead routing
Reporting and goals
Keeping Salesforce, HubSpot, and Marketo in sync
Not sure where to start? That's what discovery is for. Or see how engagements are scoped and priced.
Frequently asked questions
Yes, with the right guardrails. The AI works within each rep's existing CRM permissions, your CRM enforces your key rules, and changes are confirmed before they are made. Every update is traceable in your CRM's history.
Start with one workflow that matters.
We'll find where AI can save your team the most time, show you where it should never touch, and agree on the plan with you before anything is built.
Book a workflow discoveryFocused first project. No platform commitment.