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BetaPearl
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Know every account before the call.

BetaPearl brings together your CRM, email, calendar and documents for each customer. It prepares meeting briefs, flags renewal risk and drafts the follow-up after each call.

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Meeting briefs

A daily workflow checks your calendar for customer meetings. For each one, BetaPearl reads the Copper account, recent email threads and shared documents. It prepares a one-page brief: who is attending, what is still open and what changed since you last spoke.

Where you decide. The brief comes to you. Preparing it changes nothing in your tools.

Meeting brief

Meridian quarterly review

  • Attending3 from Meridian
  • Still openSSO rollout needs an owner
  • Since last callUsage review shared

Sources cited

Renewal risk review

Ask “Which renewals this quarter show risk?” BetaPearl compares each opportunity's close date in Copper with recent email, meeting notes and usage reviews. It lists the accounts that need attention and cites the evidence behind each one, so you can check it before you act.

Where you decide. You choose which accounts to act on. Reading your records changes nothing in Copper.

Answer

2 renewals need attention

  • MeridianUsage falling · Drive
  • Harbor LabsNo reply in 3 weeks · Gmail

Sources linked

Follow-ups after each call

After a customer call, tell BetaPearl what was agreed. It drafts the follow-up email with the next steps and dates. It also prepares a Copper activity, so the account record reflects the call.

Where you decide. By default, the email and the Copper activity each wait for your approval.

Draft email

Next steps from today's review

  • ToMeridian project team
  • NextTraining session on March 12
  • CopperActivity ready to log

Awaiting your approval

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