Switchy works on top of your CRM, without replacing it: it reads your deals, your calendar and your calls, tells you which deal to move today and gets the email, the note and the task ready. You approve; nothing goes out without you. No CRM? Its board works as your CRM.
No card and no automatic charge.
For your team? Book a slot with Nicolás →
Hi, I’m Switchy. I get this ready for you every morning; the click is always yours.
Hi, picking up where we left off on the North site. Shall I send you the adjusted proposal on Thursday?
Animated example: the click is simulated. With Executor, it goes out from your inbox when you approve.
Already have a CRM? Nothing to migrate. Don’t have one? My board works as your CRM.
No switching CRMs and nothing to migrate. Switchy reads your deals with their stage, amount and owner, and never writes anything you haven’t approved.
Today it writes to HubSpot (Executor plan) and reads Salesforce and Notion. On Pipedrive, Zoho, Monday or another? Request it in Connections and we’ll let you know as soon as it’s ready.
Its board works as your CRM: one card per account, with contact, channel and notes. Upload your list from Excel or Google Sheets and Switchy proposes the first touch and the follow-up.
You don’t need to connect anything to start.
Here’s a day with me. Under each step I tell you what I need connected.
You get what needs you today: deals quiet for more than 14 days, deals with no amount and deals past their close date.
With at least one source connected.
In one click, a one-minute prep with what your CRM has on that account.
With your calendar connected.
The call write-up: summary, each side’s commitments and the follow-up email ready. On your next meeting with that client, it checks whether what was promised got done.
With Fireflies, Read.ai, Granola or Google Meet.
The email goes out from your Gmail or Outlook, and what was said and the next step are logged on your Switchy board, or in HubSpot if you use it. If the account is on your Switchy board with its phone number, it opens your WhatsApp with the message ready and you send it.
Sending and logging: Executor plan, up to 30 sends a day. With Salesforce or Notion, Switchy reads them and the record lands on your board.
I read, connect the dots and draft. You approve, and only then does anything move.
You connect your calendar, your email, your recorder and your CRM. Or upload your list.
Switchy reads your deals, your meetings and what was said on each call.
It proposes the next step for each account: the email, the note, the task or the follow-up touch.
You approve and it runs from your inbox, and it’s logged on your board or in HubSpot. With Copilot, it gets it ready and you send it.
It’s the real app, with fictional companies: what you see is what Switchy does today. The video is in Spanish, with Spanish subtitles, and the app is shown in Spanish.
Sample data
Sample data · simulated HubSpotMy favorite part: you approve and I log it. Without your click, nothing goes out.
For you, from USD 30/mo with a 14-day free trial · For your team, a conversation
You sell and want to use it yourself.
Several reps, leadership and their CRM.
First, a few short questions in the chat.
I’ll tell you which deal is going quiet. The rest is your call.
No card and no automatic charge.