Works with the tools you already use.

Connect your CRM and your calendar. Deals come into Almanac, call results go back to your CRM, and your meetings show up on Home, matched to the right deal.

  • HubSpot and Salesforce, two-way sync
  • Google Calendar and Outlook calendar
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Two-way sync. One record, both places.

Keep your CRM as the system of record. Almanac imports your open deals, keeps them current from every call, and sends the changes back. Each company connects one CRM, and you can switch later.

Your open deals come in.

Almanac brings in open deals with their company, contacts and owner. Each deal stays linked to its CRM record, so the next sync updates it instead of adding a copy.

Edits go back to the CRM.

When a deal’s stage, amount or close date changes in Almanac, the change goes back to HubSpot or Salesforce. Stages match by name, so your own pipeline stages still work.

Every graded call is logged.

After Almanac grades a call, it adds a note to the CRM deal with the call title, date, grade, summary and next steps.

A failed send never loses work.

If the CRM does not answer, your Almanac save still goes through. Anything that did not send waits and goes out on the next Sync now.

Your week, already
matched to your deals.

Connect your work calendar and your meetings with buyers show up on Home for the next seven days. Almanac matches each one to a deal by the contact’s email or the company’s domain.

  • Start a Live call or join the meeting from the same card
  • A new buyer with no deal yet? Add the deal in one click

Connected with care.

An admin connects the CRM for the company. Each rep connects their own calendar.

You connect with your own account.

Each connection uses the provider’s own sign-in screen. Almanac never sees your password.

Each rep connects their own calendar.

Every rep links their own Google or Outlook calendar, and their meetings show up on their own Home.

Already have a pipeline in Almanac? See how the record updates itself after every call.