Meet the Live Dossier
Every deal now keeps a Live Dossier—an AI-maintained brief that reads from your Outlook inbox, so the record stays current without you feeding it.
A CRM that maintains itself
A traditional CRM only knows what someone remembered to type in—so it rots. Dopia keeps every record enriched and current on its own, so the table is always up to date and your team spends its time on the deals that move revenue, not on data entry.
- →Records enrich and update themselves—no manual data entry
- →Companies, contacts, and deals in one fast, readable workspace
- →Your team focuses on selling while the CRM keeps itself current
Every deal gets a Live Dossier
Open a deal and the brief is already written: how it started, where it stands, who matters, and what's at risk—synthesized from the deal's emails and timeline, with every claim grounded in the signal it came from. Not a record you keep up to date; one that keeps itself.
- →A structured read on each deal—progress, next step, risks, health
- →Every line traces back to the email or event behind it
- →Updates incrementally as new activity lands, not a stale snapshot
Your Outlook inbox, wired into the right deal
Connect Outlook and every incoming email is read, matched to the deal it belongs to, and linked there automatically—so the dossier works from your actual inbox, not from what you remembered to log. No forwarding, no copy-paste.
- →New mail is attributed to the deal it belongs to and linked for you
- →See every linked message under the deal's Emails tab
- →Gmail support is next, landing in an upcoming release