Your CRM Is Always There: In 2026 You Just Call Your CRM – Our New Video Series

In short: With the hybridAI Sales Companion you simply call your CRM in 2026 – from the car, between two meetings, no app, no screen. Our new video series “Your CRM is always there” shows it with real calls. Try it yourself: +49 221 96070211 – behind it is a demo CRM with fictional customers.

EpisodeSituationWhat the Sales Companion pulls from the CRMLength
1: in the carright before a customer meetingcontacts and their roles, planned new sites, a tip for opening the conversation67 s
1b: the last meetingthe same calldate and content of the last meeting, contract status (410 seats, Enterprise plan), the latest add-on rolled out34 s

Why call your CRM?

In field sales the important questions rarely come up at the desk. They come up in the car park outside the customer: who am I meeting, what happened last time, is there anything new? A CRM you first have to open on a laptop doesn’t help in that moment. That’s why the Sales Companion has a real phone number: call, ask, hear the answer – like a colleague in the office with the CRM open.

Episode 1: in the car, right before the meeting

Stephan calls before a meeting with the (fictional) customer Solvara Health Networks. He asks who the contacts are, whether there is anything new, and who to talk to about the planned new sites. The Sales Companion names the heads of purchasing and controlling, knows both planned sites and gives a concrete tip for opening the conversation. Right at the start Stephan cuts in – and it copes, as it has to on the phone. The call is in German; the video has English captions.

Episode 1b: what was our last meeting?

From the same call: the Sales Companion reads out the date and content of the last meeting from the CRM – the status as one of the biggest customers with 410 seats on the Enterprise plan, and the rollout of the Compliance Reporting add-on.

And at the desk: the Mini-CRM

What the Sales Companion knows on the phone lives in the Mini-CRM it brings along: companies, contacts, deals and tasks, a pipeline board with drag-and-drop and an assistant that knows every account. If you already use Salesforce, SAP, Zoho, Microsoft, HubSpot or Pipedrive, connect your own CRM instead.

Frequently asked questions

Can I call the Sales Companion myself?

Yes: +49 221 96070211. Behind it is a demo CRM with fictional customers such as Solvara Health Networks – ask about contacts, the last meeting or open deals.

Do I need an app?

No. It is a normal phone number; any phone works, including the hands-free system in your car.

Does it work with my own CRM?

Yes. The Sales Companion works with the built-in Mini-CRM or as an AI layer over Salesforce, SAP, Zoho and Microsoft, hosted in the EU.

Is the data in the video real?

No. Solvara and all people are fictional demo data – the calls themselves are real, only pauses are cut.

Try it

Call +49 221 96070211. More on the Sales Companion and the built-in CRM in the documentation, all episodes on YouTube.