Read the CRM the way a sharp chief-of-staff would. Before you need it, and kept current after.
What it actually does
- Brief me before the call. Ask who a contact is, where their deal sits, and what has happened so far. 1Presence reads the contact, the company, the deal stage and the recent activity, and gives you a plain summary before you dial.
- Pull the right context into a draft. Writing a follow-up or a proposal? It brings the deal, the people and the last few touches into what it writes, so nothing is generic.
- Log it without switching screens. Log a completed call, leave a note, set a follow-up task, or move a deal to the next stage — all from chat, and only when you ask.
- Find the record fast. Search contacts, companies and deals in plain language and get back the one that matters, with its key fields.
It understands a sales pipeline
A CRM is not a flat list — it is contacts linked to companies, deals moving through pipeline stages, and a timeline of notes, calls, emails and meetings against each one. 1Presence reads that structure, so "where is the Acme deal and what is blocking it" lands on the right record, at the right stage, with the right history.
It works with your CRM records — contacts, companies, deals, tasks and activity. It deliberately does not touch HubSpot Sequences, workflows or account settings: it reads and updates the data, it does not run your automation.
Try asking
A working pipeline, talked through instead of clicked through:
Reads the contact, their company, the open deal and recent activity into one short summary.
Searches the pipeline and lists the deals at that stage with amounts and owners.
Writes the call to the contact's timeline and offers to set the Friday follow-up.
Checks the pipeline stages, confirms the change, then advances the deal.
Read-only, or let it write
Connect through HubSpot's own login and choose your level. Read-only lets 1Presence brief you on contacts, companies, deals and activity and never change a thing. Read + Write adds logging notes and calls, creating tasks and contacts, and moving deals through your pipeline.
Because writes change a system of record, anything that edits the CRM is confirmed with you first — especially moving a deal stage. Marketing automation, sequences and account administration stay out of reach. Work across more than one HubSpot account? Connect them all and pick which one to work in. You can disconnect any time, and access ends on the next turn.
How access works
Brief on read-only. Keep it current on read + write.
Read across your CRM for an honest picture before a call, then — if you grant it — log activity and advance deals from chat. The changes always confirm first; sequences and account settings stay off-limits.
Start a conversation.
Free to try. No credit card. Just you and your agent.
Works on any device. Takes 60 seconds to start.