Wyatt for sales teams
For sales
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
Pipeline
Track deals as a board or list.
Notes
Keep notes and context per deal.
AI summaries
Summarize an account’s history.
Follow-ups
Draft follow-up emails from notes.
Heavy CRMs force your process into their mold. In Wyatt, you build a lightweight CRM as a flexible database, with the fields, stages, and views that match how your team actually sells.
Keep call notes, documents, and decisions right next to each deal, so the full history of a relationship is one click away.
Ask the assistant to summarize an account’s history before a call, or draft a follow-up from your notes, so you spend more time selling.
Because the CRM lives in the same workspace as product and marketing, context flows across teams instead of being trapped in a sales silo.
For small and growing teams, a lightweight CRM avoids the cost and complexity of enterprise tools while keeping deals organized.
One connected workspace for docs, tasks, chat, and databases — with Wyatt answering from all of it.
“Stop stitching tools together. Bring the work into one place and let Wyatt connect it.”
You build it as a flexible database, so the fields, stages, and views match how your team sells.
Yes. Keep call notes, documents, and decisions right next to each deal.
Yes. The assistant can summarize an account’s history and draft follow-ups from notes.
Yes. It avoids the cost and complexity of enterprise CRMs while keeping deals organized.