Supercharge CRM productivity with AI-driven automation

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September 9, 2024

Bloobirds

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Supercharge CRM productivity with AI-driven automation

Overview

Overview Releases Pricing Reviews Prompts Pros & Cons Q&A Alternatives Recommendations

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Activity Tracking Automated Reporting Call Transcription Conversational Intelligence Crm Enhancement Dynamics Crm

Most popular alternative: Chatsimple AI Sales Chatbot (527 saves)

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Bloobirds is an application designed to enhance productivity for Salesforce and Dynamics CRM users. It aims to seamlessly integrate and automate activity recording and tracking for effortless reporting.

Providing a unified platform, it enables users to perform activities and communicate without leaving the CRM environment. This includes making calls, sending emails, and managing conversations on WhatsApp and LinkedIn.

The key features include automated reporting, task suggestions based on conversations, and conversational intelligence which generates valuable insights.

Bloobirds also offers guidance workflows to simplify user interaction with Salesforce. It has a feature for transcription and summarization of calls and meetings, providing an efficient way for users to revisit key details from their discussions.

The system also offers cadences and automation to augment task generation and pipeline activation. Additionally, Bloobirds is equipped with tools for digital adoption, automatic emails which spare users the manual effort for certain repetitive messages and it allows users to access their CRM from anywhere.

It is ideal for a variety of sales scenarios, including Inside Sales B2B & B2C, Full Cycle Sales B2B, and Service and Customer Support.

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Initial release

February 27, 2024

Initial release of Bloobirds.

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Mar 10, 2025

This is the first AI marketing tool I’ve used that actually helps me get things done, not just suggest generic ideas. The mix of AI-powered strategy and real experts executing the work makes it feel like having a high-performance marketing team without the overhead

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This team took the time to understand the industry, problem and its users and designed a perfectly engineered solution. Kudos.

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Pros and Cons

Pros

Improves productivity for Salesforce

Improves productivity for Dynamics CRM

Effortless activity recording

Activity tracking automation

Effortless reporting automation

Unified platform for CRM

Integrated communication within CRM

Call making within CRM

Email sending within CRM

WhatsApp integration

LinkedIn integration

Automated reporting feature

Task suggestions based on conversations

Conversational intelligence for insights

Workflow guidance for Salesforce

Call transcription feature

Meeting summarization feature

Cadences functionality

Task generation automation

Pipeline activation automation

Digital adoption tools

Automatic emails for repetitive messages

Access to CRM from anywhere

Ideal for Inside Sales B2B & B2C

Ideal for Full Cycle Sales B2B

Ideal for Service and Customer Support

CRM into productivity powerhouse

Unified Inbox for incoming activities

Automatic task generation with Cadences

Activates forgotten pipeline

Automates administrative tasks

Guided workflows simplifying Salesforce interaction

Whatsapp and LinkedIn directly from CRM

Ideal for Staffing and Recruitment

Ideal for Prospecting

Ideal for Closing

Automated activity logging

Boosts productivity by up to 60%

Increased in Salesforce and Dynamics activity

ROI increase after three months

Increased cases management by agents

Improved agents response time

Increased data in Salesforce

Directly works on Salesforce, Dynamics, LinkedIn, and Whatsapp

GDPR and CCPA-Compliant

View 40 more pros

Cons

No multi-language support

Limited CRM integration

No social media integration

No reporting customization

No offline access capability

No mobile application

Lacks third-party integration

May overlook important tasks

No chatbot functionality

Questions about data safety

View 5 more cons

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Q&A

What is Bloobirds?

Bloobirds is an application designed with the aim of enhancing productivity for Salesforce and Dynamics CRM users. The application seamlessly integrates and automates activity recording and tracking for streamlined reporting. Bloobirds provides a unified platform for users to make calls, send emails, and manage conversations on WhatsApp and LinkedIn, all from within the CRM environment. Key features of Bloobirds include automated reporting, task suggestions based on conversations, and conversational intelligence providing valuable insights. It also offers the transcription and summarization of calls and meetings, guidance workflows, and tools for digital adoption.

How does Bloobirds integrate with Salesforce?

Bloobirds integrates with Salesforce by offering a unified platform that enables users to perform activities and communicate without exiting the CRM environment. It automates activity recording and tracking, permitting effortless reporting. Bloobirds also provides guidance workflows which simplify user interaction with Salesforce. This could involve activities such as making calls, managing WhatsApp or LinkedIn conversations, and sending emails.

Can Bloobirds automate activity recording and tracking?

Yes, Bloobirds can automate activity recording and tracking. It provides a unified platform where users can conduct various activities without leaving the CRM environment. The software automatically records these activities and tracks them for effortless future reporting.

What channels can I communicate through with Bloobirds?

With Bloobirds, you can communicate through multiple channels without leaving the CRM environment. These channels include making calls, sending emails, and managing conversations on WhatsApp and LinkedIn.

Do I get task suggestions based on conversations with Bloobirds?

Yes, Bloobirds provides task suggestions based on conversations. The software analyses the content of your conversations and based on this analysis, it can suggest relevant tasks to be undertaken.

Can my calls and meeting be transcribed and summarized with Bloobirds?

Yes, Bloobirds offers features for transcription and summarization of calls and meetings. This capability provides an efficient way for users to revisit key details from their discussions.

+ Show 14 more

What is conversational intelligence in Bloobirds?

Conversational intelligence in Bloobirds refers to its ability to analyze conversations and generate valuable insights. The software scrutinizes the substance and outcomes of your communications and provides feedback and suggestions to help improve future interactions.

Does Bloobirds offer guidance workflows?

Yes, Bloobirds offers guidance workflows. These workflows aim to simplify user interactions with Salesforce by providing a streamlined process for conducting various activities within the CRM environment.

How does Bloobirds help with digital adoption?

Bloobirds assists with digital adoption by providing a platform that is fully integrated with Salesforce and Dynamics CRM. The software simplifies several tasks by automating repetitive activities like emails, providing tools for digital adoption, and allowing users to access their CRM from anywhere. Thus, encouraging increased use of digital solutions for various tasks.

How does Bloobirds handle automatic emails?

Bloobirds handles automatic emails by allowing users to automate those messages that do not require manual efforts. This feature saves users the manual effort involved in sending certain repetitive messages.

Can I access my CRM from anywhere with Bloobirds?

Yes, Bloobirds allows users to access their CRM from anywhere. With this feature, users can manage their tasks, follow up on leads, and perform other CRM activities from any location.

What sales scenarios is Bloobirds ideal for?

Bloobirds is ideal for a variety of sales scenarios. These include Inside Sales B2B & B2C, Full Cycle Sales B2B, and Service and Customer Support scenarios. It is designed to cater to the needs of these diverse sales situations, ensuring efficient and effective performance.

How does Bloobirds aid in task automation?

Bloobirds aids in task automation through its feature of cadences and automation. This feature augments task generation and pipeline activation by automating the process and ensuring that no contact, company, or opportunity is forgotten.

How does Bloobirds manage conversations on WhatsApp and LinkedIn?

Bloobirds manages conversations on WhatsApp and LinkedIn through its integrated platform. The software allows for the tracking and management of these communications from within the CRM environment, thereby improving the effectiveness and efficiency of communication.

How does Bloobirds generate valuable insights?

Bloobirds generates valuable insights through its feature of conversational intelligence. This feature evaluates the content of conversations, using the findings to produce suggestions and insights that can influence future interactions and decisions.

What tools does Bloobirds have for digital adoption?

Bloobirds is equipped with tools for digital adoption, providing easy access to the CRM, automation of emails, and guidance workflows that simplify user interaction with Salesforce and Dynamics CRM. These features serve to encourage and facilitate the use and adoption of digital tools within the organization.

How does Bloobirds affect productivity?

Bloobirds enhances productivity in a number of ways. It automates activity recording and tracking, thus freeing up time for other tasks. It also provides a unified platform where various tasks can be performed without needing to leave the CRM environment. Furthermore, the software offers task suggestions based on conversations and transcribes and summarizes calls and meetings for future reference.

Can I use Bloobirds to manage pipeline activation?

Bloobirds manages pipeline activation through its feature of cadences and automation. This capability helps in ensuring that no contact, company, or opportunity is forgotten, thereby promoting effective pipeline activation and management.

Does Bloobirds support the Dynamics CRM?

Yes, Bloobirds supports the Dynamics CRM. It seamlessly integrates and enhances productivity for Dynamics CRM users, providing a unified platform for users to communicate and perform various activities within the Dynamics CRM environment.

How does Bloobirds handle automated reporting?

Bloobirds handles automated reporting through its distinct feature that enables automatic recording and tracking of CRM activities. These activities could be making calls, sending emails, managing WhatsApp or LinkedIn conversations, and others. All these activities are automatically logged in the Salesforce or Dynamics CRM for effortless future reporting.

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