Teams
Your sales team asks the CRM from the road
A furniture factory in Mexico City: sales reps ask for prices, the status of a quote or an order, and what's in production, by text or voice note. Nobody has to open the CRM or call the office.
For teams and communities on WhatsApp
Your team and your customers ask by text or voice note. PolarMind answers from your CRM (Odoo, HubSpot, Salesforce…), your spreadsheets and your documents, and each person sees only what you allow.
Or email us at [email protected]
How it works
Your tools
Polar Mind
A super agent picks which agents to ask
Text or voice note
Your team
Sales, operations, support
Your customers and community
Each sees only what you allow
In the web dashboard you connect your documents, your CRM, your Google Sheets, your email and more. You decide which numbers can ask each agent.
Your team or your customers text or send a voice note to a WhatsApp number. They install nothing and need no AI account.
A super agent calls the agents it needs, combines what they find and sends one answer in the same chat.
Use cases
Teams
A furniture factory in Mexico City: sales reps ask for prices, the status of a quote or an order, and what's in production, by text or voice note. Nobody has to open the CRM or call the office.
Communities
A neighbourhood guide in Madrid: residents ask about local businesses and events, and PolarMind answers from your website, your documents and your spreadsheets. You see what people ask and what went unanswered.
Why PolarMind
They help one person in their own account. There's no shared number and no rules for who can see what.
PolarMind
Answers many people on WhatsApp, each with the access you give them.
They answer from what you publish: your catalogue, your opening hours, your FAQ.
PolarMind
Answers from your systems: your CRM, your spreadsheets, your email and your documents.
They work inside one system and usually need an integrator.
PolarMind
Combines several systems in one answer and is set up from a web dashboard.
Integrations
Each source is an agent you create in the dashboard. The super agent uses the ones each question needs.
Odoo, HubSpot, Salesforce and others: contacts, opportunities, quotes, orders and invoices.
Answers from the sheets you choose and calculates with their own formulas.
Searches the files you upload and says which file each fact comes from.
Answers from the pages of one website you choose and cites the page.
Searches and reads your email and prepares drafts. It never sends: that's up to you.
Checks your calendar, suggests free times and creates or moves events.
Searches the web for current information and cites its sources.
Searches and reads pages and databases, and can create or update pages.
Also: GitHub (questions about a code repository) and Todoist (tasks).
Insights
The dashboard shows which topics your team or community asks about, in which languages, and which questions went unanswered. So you know what information is missing.
Security and privacy
Each agent is private, public or open only to the numbers you choose. The super agent only uses the agents that person may access.
You connect your accounts once in the dashboard. Your team and your customers need none of your passwords and no AI account.
PolarMind doesn't create or change anything in your CRM. In Gmail it only prepares drafts: it never sends an email.
FAQ
Claude works for you in your own chat. PolarMind lets your team and your customers ask your CRM and your documents on WhatsApp. They need no AI account and none of your passwords, each person sees only what they're allowed to, and you see what they asked that nobody could answer.
No. They message a WhatsApp number like any other contact. The web dashboard is only for whoever sets up the agents.
Yes. Voice notes are transcribed and answered in writing in the same chat.
Write to us and we'll tell you which plan fits your company.
Contact
Tell us which systems you use and who will be asking, and we'll walk through it together in a 20-minute demo.
Or email us at [email protected]