Update Salesforce by just making a phone call

Simitar is a voice assistant for your Salesforce. Producers call one number from the car or between meetings, and their CRM gets updated by talking.

Simitar puts your agency's Salesforce on the phone. Producers spend their days in meetings and on the road, not at a keyboard, so the CRM falls behind and the pipeline you're managing from is out of date. With Simitar, a producer calls one number, keys in their PIN, and just talks. They can log a meeting note, move a close date, add a contact, create a follow-up task, or capture a new lead from a conference. They can dictate everything from a meeting in one go and hang up, and it gets entered for them. Before a meeting, they can ask for a quick briefing on the account: recent notes, open tasks, open cases, and what still needs to be found out under your agency's own programs and guidelines. Afterwards, they can have a summary or a draft follow-up email sent to their inbox.

For agency owners and managers, Simitar turns that steady flow of updates into visibility. Ask how the team is doing and you'll hear which deals have gone quiet, what's slipping, what's closing this month, and how people are tracking against quota. You can also get a coaching sheet for a one-on-one, without waiting for anyone to update a report. Every change appears in your Salesforce under the producer's own name. Simitar uses your agency's own documents, so its guidance fits how you write business.