A lightweight CRM in Wyatt
Lightweight CRM
1
connected workspace for docs, tasks, chat, and data
6+
content types Wyatt searches and acts across
0
copy-paste steps between your notes and your answers
24/7
ready whenever the question comes up
What you can do with Wyatt
Deal tracking
Track pipeline as a database with views.
Account notes
Keep notes and context per account.
Playbooks
Document your sales process and playbooks.
AI follow-ups
Draft follow-ups from your notes.
Track deals and accounts as a database with the views your team needs, from a pipeline board to a detailed list. Keep the context — notes, emails, decisions — right next to each deal.
Capture call notes and account context in Wyatt, and the assistant can summarize the history of a relationship or surface what matters before your next conversation.
Document your sales process, objection handling, and playbooks so the whole team sells consistently, and new reps ramp from real material.
Turn call notes into a follow-up email or next steps with the assistant, so reps spend more time selling and less time writing.
Because sales lives in the same workspace as product and marketing, context flows across teams instead of getting trapped in a silo.
One connected workspace for docs, tasks, chat, and databases — with Wyatt answering from all of it.
“One workspace where the docs, the plan, and the conversation stay connected.”
Yes. Track deals and accounts as a database with pipeline, board, and list views, plus notes and context per deal.
Yes. It can summarize the history of a relationship and surface what matters before a conversation.
Yes. Keep your process, objection handling, and playbooks in the workspace for consistent selling.
Yes. Turn call notes into follow-up emails and next steps with the assistant.