Amelia · CRM Review

A CRM that helps keep itself honest.

Tandem compares CRM records with evidence from connected work and surfaces structured suggestions for a person to review.

Take the free assessmentTalk to Tandem

What CRM Review surfaces

Evidence-led recommendations, not silent changes.

Reconcile activity

Identify meetings, responses and account activity that may not be reflected in the CRM.

Find stale context

Surface missing follow-up tasks, outdated next actions, response-state signals and pipeline-stage questions.

Keep people in control

Show evidence, confidence and account or opportunity association so an authorised person can approve or dismiss.

Controlled workflow

Observe → Understand → Recommend → Approve → Execute.

  1. 01
    Meeting detectedConnected evidence is matched to CRM context
  2. 02
    CRM checkedPotential missing activity is identified
  3. 03
    Amelia recommendsReview the evidence and confidence
  4. 04
    Human decisionApprove or dismiss the suggestion

CRM Review identifies, recommends and surfaces work for human review. Controlled execution workflows are enabled only where supported and validated.