SparrowCRM

Zulie answers questions about your workspace, prepares meeting briefs and drafts emails in your voice. Agents go further and take actions. They update a stage after a call, create a task when a deal goes quiet, and log a summary of what was said. You set the trigger and approve the output, which keeps a human in the loop on anything customer-facing. Each user gets a monthly pool of AI credits, and the Pro plan allows two active agents per user.

Every deal carries a health score built from velocity, stakeholder engagement and buying intent. SparrowCRM shows the signals behind the number, so a low score points at a specific problem: no reply in nine days, a champion who left, a competitor named on a call. Pro adds ICP fit and engagement scores, which help when you need to rank a long list of open opportunities.

Calls are recorded, transcribed and summarized, with action items written to the deal. Meeting recording and transcription start on the Growth plan, while meeting intelligence and team-level analytics arrive on Pro and Enterprise. The practical effect is that a rep who missed a call can read what was promised instead of asking around.

Sequences combine timed emails, signal-based enrollment and guided tasks. You can enroll a contact when a deal stage changes, add dynamic fields so each email carries the recipient's details, and set stop conditions for replies or meetings. Workflows handle the rest of the busywork with trigger, condition and action steps: reassign a lead, create a task, update a field, call a webhook.

Smart Router handles lead routing for embedded forms, pop-ups, meeting schedulers and the API. It assigns each lead by territory, industry, deal size or custom rules. Incoming records are checked against the CRM before assignment, which keeps duplicates out of the pipeline. Prospects can book a meeting during form submission, and the booking lands with the rep who owns the lead.

Reports and dashboards are built with drag and drop, and any chart can be clicked through to the records behind a number. Goals can be set per rep, team or org and tracked in real time. Pro adds custom objects, custom AI fields, formula fields and behavioural fields such as days since last meeting, plus a public API for teams that want to push data in and out.