Tools · HubSpot, Pipedrive and Attio

DAGNY + YOUR CRM.

A customer list that stays up to date by itself. Works with HubSpot, Pipedrive and Attio.

Try it in Dagny →See all tools

What Dagny does with it

01
Keeps records updated
From your email and calls.
02
Tracks open quotes
And the next step for each one.
03
Flags deals going quiet
Before they're lost.
04
Prepares you for meetings
History, open questions and a short agenda.
05
Reports won and lost
And the reasons behind them.

Things to ask Dagny

“Which deals haven't moved in two weeks?”
“Update [customer] with today's call.”
“Prepare me for the meeting with [customer].”
“Why did we lose jobs last month?”

How it works

Step 1: Connect
Connect your CRM from Dagny in a few clicks.
Step 2: Choose what Dagny may do
Read only, or also update records you can review.
Step 3: Ask, approve, done
In chat, Slack, WhatsApp or iMessage. Nothing is published before you approve.

Questions

Does Dagny edit records?

With your permission, and you see every change.

Can I stop it?

Yes. Disconnect or change permissions at any time.

I use a spreadsheet, not a CRM. Does that work?

Yes. Dagny can keep a simple customer list for you too.