For RevOps/Leadership

A company brain, built from the field.

Make customer conversations visible across your organization. buddi structures the details and connects them to your CRM, tools, and AI agents.

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Company brainIllustrative example

Northstar Services · Field visit

“Our operations lead is reviewing pricing. We need rollout options before Friday.”
People
Operations lead
Buying context
Pricing and rollout
Next step
Send options by Friday

Source · customer conversation

Field knowledge, visible to the organization.

Illustrative workflow

Monday CRM auditThe same fields populated from each day's field conversations.

Before buddi

Find missing budget, timing, and decision-maker fields across accounts.

Mid-quarter forecastReview budget, timing, and decision-maker signals from recorded field visits.

Before buddi

Rebuild numbers in spreadsheets because account context is missing.

Forecast from reality.

BI requestUse the API to bring structured conversation data into your reporting workflow.

Before buddi

Pull a one-off CSV every time. Normalize formats by hand.

Custom field rolloutMap the field once. Populated from this morning's conversations.

Before buddi

Training week, change management, three weeks of nagging reps to fill it in.

Consistent fields. Less chasing.

Your stack.
Your company context.

Send field knowledge to the systems your team already uses. Map CRM fields, route follow-ups, and bring conversation context into your own workflows.

CRM & revenue

  • Salesforce
  • SAP
  • HubSpot
  • Pipedrive
  • Gong

Work tools

  • Slack
  • Google Calendar
  • Google Workspace
  • Microsoft 365
  • Microsoft Outlook

Upcoming

  • EpicUpcoming
  • ServiceTitanUpcoming

Build on your company context with API and MCP.

For developersAPI documentation

Your company context, ready to work with.

Illustrative example

BudgetBudget status
Decision-makerBuying contact
TimingBuying timeline

MAP

Custom fields, your schema.

Map conversation details to the standard and custom fields your team uses. Configure the mapping around your CRM workflow.

Illustrative example

PeopleCaptured
Buying timelineCaptured
Next stepCaptured
CompetitorNot mentioned

MEASURE

Data quality, in view.

Review the context captured across your team. Keep budget, timing, and buying contacts in view, and identify details to follow up on.

Company context

REST API
MCP

INTEGRATE

API + MCP to anywhere.

Bring conversation context into your internal tools and AI agents through Buddi’s REST API and MCP. Explore the reference on the Developers page.

Connect the field to your company.

See how field knowledge reaches your CRM and your wider stack in a 30-minute demo.

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