AI-Native Anti CRM — Now in Beta

Meet Otto.

Your AI Chief of Staff for Sales.

Otto is the AI-native Anti CRM built for closers. It talks, listens, researches, and updates itself — so you never touch a spreadsheet again.

70%
of rep time is non-selling tasks
91%
of CRM data goes stale in a year
0hrs
manual entry with Otto
Superpowers
Everything a closer needs.
Nothing they don't.

Otto handles the busywork, the research, and the data — so your reps can focus on what they do best: closing deals.

Talk to Your CRM

Just tell Otto what happened. Voice or text — it understands context, updates fields, creates tasks, and logs activities automatically.

Voice + Text

Auto-Updates Everything

Otto watches your activity and keeps your pipeline clean in real-time. Deal stages, contact info, next steps — always current, always accurate.

Zero Manual Entry

Joins Your Meetings

Otto sits in on your calls, captures key moments, extracts action items, and pushes everything back to your CRM before you even hang up.

Auto Sync

Pre-Meeting Prep

Before every call, Otto assembles a full briefing — company intel, stakeholder map, deal history, and suggested talking points. Walk in ready.

AI Briefings

Smart Lead Scoring

Otto analyzes engagement signals, firmographics, and behavioral patterns to rank your leads — so you always know who to call next.

Predictive AI

Deep Research & Insights

Otto digs deep into your CRM data and surfaces patterns you'd miss — stalled deals, at-risk accounts, upsell signals, and revenue opportunities.

Actionable Intel

Email Intelligence

Otto reads between the lines of every email thread — tracking sentiment, extracting commitments, and flagging deals that need attention now.

Email Analysis

Sales Knowledge Base

Ask Otto anything about your deals, accounts, or pipeline. It draws from every interaction, email, and call to give you instant, contextual answers.

Ask Anything

Daily Standups

Every morning, Otto checks in with your team. Quick voice or text updates, and your entire pipeline is fresh for the day. No more Monday CRM cleanup.

Daily Sync

Sales Coach

After every call, Otto breaks down what went well and what didn't — objection handling, talk ratios, next-step clarity. Get better with every conversation.

Post-Call Review
How it Works
Put your CRM into
Self-Driving Mode.

Getting started with Otto takes less than five minutes. Seriously.

01

Connect your stack

Plug in your email, calendar, and meeting tools. Otto integrates with Gmail, Outlook, Google Meet, Zoom, Slack, and 50+ others out of the box.

02

Otto starts learning

Within minutes, Otto maps your pipeline, learns your deal stages, understands your team's workflow, and starts organizing everything intelligently.

03

You just close

Focus on selling. Otto handles the rest — updates, research, scoring, insights, prep. Your CRM stays perfect without you lifting a finger.

Migrate

Switch from your existing CRM
in minutes, not months.

One-click import. All your deals, contacts, notes, and history come with you.

HubSpot
Full migration
Salesforce
Full migration
Pipedrive
Full migration
MS Dynamics
Full migration
Notion
Import
Excel / CSV
Import
Then connect your tools
Integrations

Plug into the tools
your team already uses.

Otto syncs bi-directionally with your communication and productivity stack.

Gmail
Email sync
Outlook
Email sync
17
Calendar
Meetings
Slack
Notifications
T
MS Teams
Collaboration
Google Meet
Call recording
Zoom
Call recording
See Otto in Action
CRM Update

“Update my pipeline”
— done in seconds

O
OttoOnline
Just closed Acme Corp — enterprise plan, $240K ARR. Sarah Chen signed off.
Updated! Acme Corp moved to “Closed Won” at $240K ARR. Sarah Chen marked as signer. Revenue forecast refreshed. Onboarding sequence triggered. 🎉
Also push my Notion call to Thursday.
Done — rescheduled to Thursday 3pm. Their team is notified and your prep brief is updated with their latest product launch data.
Pre-Meeting Prep

Walk into every call
fully armed

O
OttoPrep Mode
Prep me for my Stripe call tomorrow.
Stripe — Tomorrow, 2pm

• Raised Series C ($60M) last month
• New Head of Sales — re-evaluating stack
• CRM contract expires Q2
• Team grew 40% in 6 months

3 talking points + competitive angle ready. Check your prep tab 🎯
They mentioned budget concerns last time.
Noted. Their 10-K shows healthy margins — concern is likely internal approval, not budget. Probe on procurement timelines.
Sales Coach

Your personal coach
after every call

62%
Talk Time
1/2
Objections
⚠️
No Next Step
O
OttoPost-Call Review
What should I have said on the pricing objection?
They said “it's more than we budgeted.” Try anchoring to ROI: “Teams like yours save 15hrs/week — what's that worth?” Reframes cost as investment.
Sales Knowledge

Ask anything about
your pipeline

O
OttoKnowledge Mode
Which deals are most at risk this quarter?
3 deals need attention:

1. Figma ($180K) — No contact 18 days. Champion went quiet
2. Datadog ($95K) — Evaluating competitor. Lukewarm sentiment
3. Loom ($60K) — Decision-maker changed roles

Want me to draft re-engagement sequences?
Yes, all three. Prioritize Figma.
Figma sequence in 2 hours — value-focused, not pricing. Datadog + Loom drafts by EOD. ✍️
Lead Research

Deep company intel
in one message

Company
Vercel
Fit Score
92 / 100
Revenue
$250M ARR
Growth
+60% YoY
O
OttoResearch
Legacy CRM, 3 new VP hires, fiscal year resets Q1. High growth, likely in pain, budget available. Reach out to VP Sales directly.
Draft a cold outreach to their VP Sales.
Done — led with their hiring pain and CRM overhead. Check your drafts ✉️
Company Deep Research

Live signals & twin
customers from your CRM

New CTO hired — 2 days agoBuy Signal
Job postings for “CRM admin” — 4 openingsIntent
Series B ($40M) — announced last weekFunding
O
OttoDeep Research
Find me companies like Ramp from my pipeline.
3 twin customers found:

1. Brex — same stage, same ICP, closed in 22 days
2. Airbase — similar tech stack, CFO-led buying
3. Navan — matched on pain points + team size

Playbooks from those wins are ready. Apply to outreach?
Yes, apply Brex playbook to Navan.
Done. 4-touch sequence drafted using Brex messaging angles. Personalized for Navan's travel pain point. Review in drafts ✍️
Sales Knowledge

Your entire sales brain,
connected and searchable

Battle Cards
Playbooks
Call Recordings
Pricing Docs
Slack Threads
Notion Wiki
Email History
O
OttoKnowledge Base
How did we handle the security objection with Figma?
Found it. On the March 14 call, Sarah walked them through the SOC 2 report and shared the Datadog case study. Their CISO signed off the next day.

Source: Call recording + Slack #deals-figma
What's our competitive positioning against HubSpot?
From your battle card (updated 3 days ago):

Lead with AI-native vs bolt-on. Otto auto-updates — HubSpot needs manual entry. Avg ramp time: 2 days vs 3 weeks. Use the Stripe case study for enterprise credibility.
1 / 7

Stop updating.
Start closing.

Let Otto handle your CRM while you handle your deals.