For sales teams
Know what each client asked and was promised
Blue Orchid reads the emails, calls and messages around each client and investor, shows what they asked and what you promised, and drafts a CRM note when asked
What it handles
What the team stops piecing together.
- 01
Ask before any call
Ask for past interactions, open requirements and unanswered objections before a client or investor call.
- 02
Track promises and objections
See what each prospect raised, which questions you answered, and what you committed to.
- 03
Keep the CRM current
When an email says closing moved, ask Blue Orchid for a CRM note the deal owner enters.
- 04
Hand off to the deal team
Pass along the promises, exclusions, dates and open questions from the sales process.
One workflow, start to finish
How one call updates the record.
Follow one client call from the transcript to a CRM update the deal owner enters.
Blue Orchid reads the transcript from your meeting tool. The recording stays where it is.
Ask the deal file
Questions sales teams ask it.
What has this prospect asked for across past emails and calls?
Who has a say in this decision on their side?
What should I know about this client before we talk?
What did we agree to on the last call?
Who is the right contact for this property?
Sources
Where the answers come from.
Each source is set up with your team, and you choose what it reads.
Approvals
What waits for a person.
- Every CRM change, which a person enters
- Follow-up emails to clients and investors
- Proposals and anything quoting price or terms
Blue Orchid reads HubSpot live and read-only. Other CRMs aren't connected yet, and Blue Orchid can draft a CRM note when asked for a person to enter.
FAQs
What teams ask before starting.
Explore the work
Other teams on the same deal file.
Bring one deal your team keeps chasing.
We'll set it up there with your team, then walk you through each answer and approval.