Use case · Admin
The CRM admin, handled.
The record-keeping around selling — post-activity updates, buried details, handoffs, and board-ready numbers — drafted for you and approved by a human before anything lands.
Integrates with HubSpot and Salesforce
Nothing writes to your CRM without a human approving it. Every AI-suggested change waits in a review queue — attributable, and approved by the rep before it lands.
Activity-based Suggestions
After a call or an email, Narrative reads the activity for what actually happened — next steps, new contacts, changed timelines — and drafts the CRM updates for one-click approval. Approving isn't a favor to ops: the sharper record feeds the research and messaging you use on your own next touch, so the queue gets worked instead of ignored.
Information Extraction
The details are already in your emails and calls — a mobile number in a signature, a second stakeholder's address, a budget aside you weren't looking for. Narrative pulls them into the right CRM fields, reviewed before write-back, so the record gets richer without anyone re-reading the thread.
Handoffs & Account Turnover
When you hand an account to an SE or AM, or a rep leaves and their context walks out the door, the account's story stays put — contacts, committee, history, and narrative. The new owner starts selling in week one instead of doing archaeology for a month.
Investors & The Board
When the CRM is clean and current, the numbers you take upstairs assemble from data you can defend — not a Thursday-night scramble reconciling a forecast against stale fields. Because every write-back is reviewed as it happens, the pipeline that rolls up to your board deck reflects what's actually true this week, so the story you tell your board is the story your reps are living.