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CRM Assist by ShiftRight

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CRM Assist gives sales reps one simple screen for keeping Salesforce and Microsoft Dynamics 365 up to date. Reps move deals between stages on a board, edit amounts, close dates and next steps inline (changes save as they go), and add call notes and follow-up tasks from the same panel. Everything is written back to the CRM, so pipelines and forecasts stay accurate without the clicking. Teams can also connect their own Claude, ChatGPT or other MCP-compatible assistant to update the CRM in plain English, with every change confirmed and logged. Built in Singapore for sales teams across Asia-Pacific and beyond. Free plan available; paid plans are $9 per user per month with no seat minimum.

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