01 · CRM
The deal’s structure.
Bring the account, people, stage and close date into the same picture as the conversation.
Map the fields your team uses. Keep the source of each field visible.Monzo · Demo
Monzo · Proposal · Dana Price
Sources · The Doris Ontology
Connect once.
The call has the question. The CRM has the stage. Bring the sources together around the deal they belong to.
Book a demoIntegration scope is confirmed with your team
CRMCallsEmailCalendarDocuments
The Doris OntologyMonzoThe people. The question. The evidence.
One connected recordReady for the next question.Illustrative demo data
What each source contributesOne deal.
One deal.
Every part of the story.
The useful question is what a source adds to the deal. Start with the record your team needs.
02 · Calls
What was actually said.
Meetings supply the commitments, questions and objections that a stage alone cannot explain.
Review the passage behind a concern, then follow it back to the meeting.Monzo · Demo
“Can you send the volume tiers?”
03 · Email
The conversation between calls.
Emails add people and context to the deal’s record, alongside the meetings that came before.
Source context and an automatic email-triggered workflow are separate capabilities.Monzo · Demo
Procurement joins Monzo’s thread
04 · Calendar
The next meeting, in context.
The invite gives the meeting its time and participants. The deal supplies what happened before it.
Bring the attendee list and the account history together before the call.Monzo · Demo
Monzo · Proposal review
05 · Documents
The material behind the deal.
Keep the proposal and the supporting documents beside the questions they help answer.
A document remains a source to inspect, alongside calls and messages.Monzo · Demo
Monzo proposal · Volume tiers
From sources to meaningThe question stays
The question stays
with the deal.
Dana asks about volume tiers on a call. The proposal sits in a document. The CRM says Monzo is at proposal stage.
The ontology links those records, so a Sidekick can start with the open question and the evidence behind it.
Follow Monzo through the ontologySet up with contextYour sources.
Your sources.
Your permissions.
Discuss coverage and access before deciding what to connect.
Name the systems
and the fields.
Start with your CRM, meeting tools and the places your team keeps deal context. Confirm provider support and required scopes.
Check the access
each source needs.
Review the data, connection permissions and security requirements with the people who own your systems.
Inspect a deal
end to end.
Check the linked record against its original sources. Use a familiar deal to see whether the picture is useful.
Before you connect.
Which providers can I connect?
Bring your current stack to the demo. We will confirm supported providers, available scopes and any setup work for your environment. This preview does not present a verified provider-by-provider availability list.
Does this replace our CRM?
The CRM keeps its role in your process. The ontology connects its fields to the calls, emails and documents that explain the deal.
Does connecting email turn on automated follow-ups?
No. Connecting a source and enabling a workflow are separate choices. Email-triggered Sidekick follow-ups are not claimed in this preview.
Where can our security team start?
Read the security overview and review the published privacy policy and subprocessors as part of your assessment.
See your sources, connected.
Bring one deal and the tools behind it. Start with the questions your team needs to answer.
Book a demo