The Autonomous
CRM Layer for Salesforce
Goldie converts Salesforce into an autonomous CRM.
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The Autonomous
AI Auto-Fill
AI Auto-Fill
Let Goldie populate Salesforce fields based on what's said in meetings and what's written in emails.
Count on unbiased deal qualification.
Stay in the loop with self updating summaries.
Calculate activity metrics - no coding required.
Conversation Q&A
Conversation Q&A
Goldie lets you explore an account's conversation history in natural language.
Ask any question - get an answer grounded in emails + meeting transcripts.
Discover conversation insights for an account.
Get the scoop when you take over an account.
Auto-Contact Creation
Auto-Contact Creation
Goldie creates or augments Salesforce contacts based on the signatures it finds in inbound emails.
Ensure clean and complete CRM data without bothering your sales reps.
Give your marketing team the data they need for quality campaigns.
Persona Detection
Persona Detection
Goldie automatically maps a contact's job title to a job level and one of your business-specific personas.
Ensure spot on messaging based on your target personas.
Consider the nuances based on job level.
Train Goldie on your business specific personas with minimal effort.
Lead to Account Matching
Lead to Account Matching
Goldie intelligently matches leads to your target accounts with a sophisticated matching algorithm.
Keep your sales and marketing in the know about inbound leads.
Maximize the engagement potential for each account.
Minimize follow-up times and foster accountability.
AI-Ready Conversation Capture
AI-Ready Conversation Capture
Goldie offers the most advanced email/calendar sync solution on the market which also includes meeting transcripts.
Compile Email + Calendar Events + Meeting Summaries into a unified, and AI-ready format.
Capture all conversations - even from team members that don't have a Salesforce license.
Benefit from our unmatched security architecture and eliminate the 3rd party risks.
100% Salesforce Native
100% Salesforce Native
Consolidate
Consolidate
Simplify your cluttered and expensive sales tech stack with one native solution.
Simplify your cluttered and expensive sales tech stack with one native solution.
Protect
Protect
Have a peace of mind regarding security, privacy, SOC2, HIPAA, etc.
Unify
Unify
Avoid siloed data and build accurate reports and automations directly in Salesforce.
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