Your Accounts' Full-Picture View, Instantly
Daemo unifies all your customer data—from CRM entries and call transcripts to support tickets and product usage—into a single, actionable view, right in your CRM.
Stop guessing, start winning.
Key Issue Detected
"it takes our team... three hours just to process one order, right? And when we have eight orders to handle... that's our whole day gone."
Source: Zoom Call - "Platform Demo"
New Champion Identified
"If there's one thing I have to say, I want to praise you folks for building a solution that actually makes sense."
Source: Gong Call - Marcus (Operations Manager)
Past Software Trauma
"we've been disappointed so many times before... from the legacy system to even the new vendor who over-promised from day one"
Source: Phone Call - Sarah (Director)
Upsell Opportunity
Customer's concerns about their current vendor's increasing fees creates an opportunity to position our Premium package.
Source: Daemo Upsell Engine
Budget Constraint Flagged
"The most I can budget for this would be around 2,200? That's already pushing it from our current spend."
Source: Zoom Call - Sarah (Director)
Key Issue Detected
"it takes our team... three hours just to process one order, right? And when we have eight orders to handle... that's our whole day gone."
Source: Zoom Call - "Platform Demo"
New Champion Identified
"If there's one thing I have to say, I want to praise you folks for building a solution that actually makes sense."
Source: Gong Call - Marcus (Operations Manager)
Past Software Trauma
"we've been disappointed so many times before... from the legacy system to even the new vendor who over-promised from day one"
Source: Phone Call - Sarah (Director)
Upsell Opportunity
Customer's concerns about their current vendor's increasing fees creates an opportunity to position our Premium package.
Source: Daemo Upsell Engine
Budget Constraint Flagged
"The most I can budget for this would be around 2,200? That's already pushing it from our current spend."
Source: Zoom Call - Sarah (Director)
Customer Lifecycle Timeline
Key events gathered from multiple sources.
Key Issues & Frustrations
Detected by analyzing all emails, support tickets, Zoom/Phone calls, etc.
Upsell
Based on behavior patterns and usage data.
Stop Digging, Start Selling:
Your Customer Data, Finally in One Place
Tired of scattered data? Daemo unifies information from all your GTM tools, giving you a 360-degree customer view to prevent churn and close more deals.
We work with you to connect all your disparate customer data sources—from your CRM to call transcripts and product usage data.
Use natural language to get answers to your most pressing questions about your accounts.
Daemo's AI synthesizes everything into a comprehensive, full-picture view of each account, surfacing insights you'd normally miss.
Key insights and summaries are automatically pushed to your CRM, keeping records up-to-date and saving your team hours.
Never Manually Update Your CRM Again.
Daemo automatically populates your CRM with rich, detailed information after every customer interaction, so your team can focus on what they do best: selling.
1. Daemo Synthesizes Customer InteractionData From All Your Sources
Gong Zoom Call Recording - August 15
Sarah (Manager): "...paying a monthly subscription of over 3000 dollars is not feasible..."
Mike (Operations): "...the most reliable system I've seen so far..."
Alex (Coordinator): "...over 18 months of development with TechFlow and we almost got nowhere..."
From: sarah@techcorp.com
To: sales@yourcompany.com
Re: Pricing Inquiry - August 15
...and thanks for the demo. We've reviewed the proposal and discussed internally.
The max I'll approve is $2,000/month... we need this done by end of Q3.
Please send over the final...
Zendesk Tickets
Mike (Operations): ...manual order processing is a real pain point...
Support: Followed up with Mike, provided documentation for API integration.
2. And Automatically Populates Your CRM After Every Customer Interaction
TechCorp Solutions
About this company
Note
Daemo AI Dossier
Tired of incomplete or inconsistent CRM data? Daemo's AI-powered automation ensures every field is populated with the right information, every time. No more guesswork, no more manual data entry.
Give your team the gift of time and the power of data. With Daemo, your CRM becomes a single source of truth, enabling better forecasting, richer insights, and more effective coaching.
The Full-Picture View Your Team Needs
Daemo doesn't just collect data; it synthesizes it into a comprehensive dossier for every account. Get a 360-degree view of your customers, with key insights surfaced automatically.
No more digging through multiple systems. Just clear, actionable intelligence that helps your team stay ahead of churn and close more expansion deals.
Finally, a single source of truth for your GTM team.
VP of Sales
Series B SaaS Company
"Daemo is helping us get a much clearer picture of our accounts. Instead of piecing together information from different systems, we're starting to see everything in one place. The customer lifecycle timeline looks promising for helping us spot potential issues before they become problems."
Customer Lifecycle Timeline
Key events gathered from multiple sources.
Key Issues & Frustrations
Detected by analyzing all emails, support tickets, Zoom/Phone calls, etc.
Upsell
Based on behavior patterns and usage data.
Ask Anything About Your Accounts
Daemo's AI assistant understands your customer data across all channels. Get instant answers to complex questions about your accounts, no matter where the information lives.
Try an objective query:
Answering: "Have they ever mentioned CompetitorX?"
Yes, 'CompetitorX' has been mentioned 3 times in the last 60 days across multiple channels.
On December 15
Operations Manager Sarah Johnson mentioned CompetitorX has offered 'premium support package and dedicated account manager' during partnership discussion.
[Source: Zoom Call]
On December 10
Team Lead Mike Rodriguez admitted to using 'CompetitorX for urgent requests' because they respond faster.
[Source: RingCentral Call]
On November 20, 2024
Mike Rodriguez opened a support ticket stating, 'We had to use CompetitorX to get this resolved.' This was the first documented mention.
[Source: Zendesk Ticket]
Natural Language Queries Across Your Client Accounts
Stop digging through multiple systems. AskDaemo understands your customer data across emails, calls, support tickets, product usage, and more. Get instant answers to complex questions about your accounts.
AI-Powered Search
Ask questions in natural language and get intelligent answers from across all your customer data.
Cross-Channel Intelligence
Find mentions, patterns, and insights across emails, calls, support tickets, and meetings.
Context-Rich Answers
Get detailed responses with source attribution and chronological context.
Pro Tip: Use AskDaemo to identify competitive mentions, track feature requests, and monitor customer sentiment across all touchpoints.
See Every Customer Interaction
Daemo automatically builds a comprehensive timeline of every customer interaction, helping you understand the full customer journey and identify key moments.
(Note: Additional timeline events available in full account history.)
From Fragmented Data to Clear Customer Stories
Traditional CRM systems leave you with scattered information across multiple platforms. Daemo automatically synthesizes every interaction into a chronological timeline that tells the complete story of your customer relationship.
Automatic Timeline Building
Every email, call, meeting, and interaction is automatically captured and organized chronologically.
Key Event Detection
AI identifies critical moments like escalations, milestones, and risk indicators.
Context-Rich Insights
Understand not just what happened, but why it matters for your relationship.
Pro Tip: Use the timeline to identify patterns in customer behavior and predict future needs before they become urgent requests.
• YOUR GTM TEAM'S NEW SUPERPOWER •
Finally, a single source of truth for your entire GTM team.
Get the Full-Picture View
Daemo connects all your customer data sources to give you a complete, 360-degree view of every account.
Prevent Churn & Close More Deals
Proactively identify at-risk accounts and spot expansion opportunities with AI-powered insights.
Automate CRM Updates
Never manually update your CRM again. Daemo automatically populates your CRM with rich, detailed information after every customer interaction.
For the Whole GTM Team
Daemo is built for AEs, CSMs, and AMs. Everyone on your GTM team can get the insights they need, when they need them.
Guided Onboarding
Our team works with you to connect your data sources and tailor Daemo to your specific GTM strategy.
AI-Powered Dossiers
Get a comprehensive, AI-generated dossier for every account, with key insights and action items surfaced automatically.
Secure & Reliable
Daemo is built with enterprise-grade security and reliability, so you can trust your data is safe.
Stop Flying Blind. Start Winning More.
Your GTM team is your biggest asset. But are you giving them the tools they need to succeed? See how Daemo stacks up against the status quo.
| CHALLENGE | THE OLD WAY | THE DAEMO WAY |
|---|---|---|
| Account Visibility | Fragmented data across a dozen tools | Unified 360-degree view of every account |
| Data Accuracy | Inconsistent, incomplete, and untrustworthy CRM data | Automated, accurate, and always up-to-date |
| Proactive Insights | Reactive; digging for information when it's too late | Proactive alerts for churn risks and expansion opportunities |
| Team Productivity | Hours wasted on manual data entry and research | Time saved for selling, strategy, and relationship building |
| Forecasting | Based on gut feelings and incomplete data | Data-driven forecasting based on a complete picture |
| Onboarding & Handoffs | Information gets lost between reps and teams | Seamless handoffs with a single source of truth |
| Implementation | Months of complex, in-house engineering work | White-glove setup and onboarding with our expert team |
Empower Your Team.
Crush Your Numbers.
Give your GTM team the superpower of unified customer data. With Daemo, they'll have everything they need to prevent churn, expand accounts, and hit their targets.
Built for Every Member of Your GTM Team
Account Executives
Account Managers
Customer Success Managers
Sales Leadership
Stop Guessing. Start Winning.