CRM, up to date.No typing required.
After your meetings, Dream updates HubSpot or Attio with notes and next steps. Connect Granola and it picks up the follow-ups too. It can even build prospect lists straight into your pipeline.
30-day free trial · £30 a month
Your PA
Your Dream assistant
Personal AssistantHow it works
Ask once.It gets done.
You meet
Take your notes, or let Granola take them.
It updates the CRM
Notes, stages and next steps added to the right records in HubSpot or Attio.
It follows up
Commitments from the meeting tracked and chased, so nothing is dropped.
Personal AssistantThe details
What it handles
- HubSpot and Attio updates
- Follow-ups picked up from Granola
- Next steps and reminders
- Prospect lists built into HubSpot, Attio or Monday
- Morning briefings with deal context
Good to know
- Works with HubSpot, Attio, Monday and Granola
- You choose what to connect
Personal AssistantRelated
More things to hand over.
Personal AssistantFAQs
Questions, answered.
Which CRMs does it work with?
HubSpot and Attio, plus Monday boards for prospect lists.
Does it work with Granola?
Yes. Connect Granola and it picks up follow-ups and commitments from your meeting notes.
Can it find new prospects?
Yes. It can build prospect lists and push them into HubSpot, Attio or Monday.
More time forwhat matters.
Start with your own PA today. Bring your team, and your company, whenever you’re ready.