Colby — Voice-powered AI Sales Assistant
Colby is a browser-integrated AI assistant (Chrome extension) designed to automate Salesforce data entry, perform market research via web search, and enable voice-controlled CRM updates. Key features include voice-to-Salesforce updates, bulk data updates, web research for lead generation, meeting prep, and native support for custom Salesforce objects. Colby emphasizes speed, security (data deleted after sessions and encrypted in transit and at rest), and seamless setup — install the extension and start using it without extensive configuration. Target users are sales reps, RevOps teams, and revenue operations leaders who need real-time data updates and scalable automation within their existing workflows.
Key features:
- Voice-driven CRM updates: dictate to Colby and push opportunity updates, contacts, and notes directly into Salesforce.
- Bulk updates: make large-scale changes quickly, reducing hours typically spent on manual updates.
- Web search and market research: gather prospect info and add leads automatically.
- Scheduled data quality jobs: automate recurring jobs to maintain CRM health.
- Native Salesforce compatibility: supports custom objects and respects permissions with manual review options for large edits.
- Security-first approach: uses Google Cloud infrastructure, encryption at rest and in transit, and deletes session data from servers.
Use cases:
- Field sales teams needing quick CRM updates via voice.
- RevOps teams automating data hygiene and bulk corrections.
- Sales leaders running market research and prep before meetings.
- Organizations wanting to reduce manual CRM admin overhead.
