For the CMO & business development leaders

Spend less time on the CRM.
More on the pipeline.

Caddi automates the CRM enrichment, proposal and pitch assembly, RFP intake, and pipeline reporting that slows your BD team down, so they spend their time building relationships and winning work, not maintaining data.

Trusted by leading firms
The BD case

Pipeline is built on relationships, not data entry.

Your BD team's value is in front of prospects and referral sources, but too much of their week goes to CRM upkeep, proposal assembly, and reporting. Caddi takes that work off their plate and gives you a pipeline you can trust.

  • 01

    A CRM your forecast can trust

    Caddi keeps contacts, opportunities, and activity current from the work your team already does, so pipeline reporting reflects reality instead of whatever got entered last.

  • 02

    Proposals out the door faster

    Assemble pitches, proposals, and RFP responses from your templates and prior content with the right merged data, so turnaround drops and your team stops rebuilding the same deck.

  • 03

    Reporting partners actually believe

    Pipeline, activity, and win-rate reporting assembled automatically from source data: defensible numbers for the partners and the executive committee, without a Friday spent in spreadsheets.

Use Cases

The pipeline back office, on autopilot.

Caddi learns the workflows behind your pipeline, from CRM hygiene and proposals to RFPs, reporting, and follow-up, then runs them so BD stays in front of prospects.
  • 01/ 06Use case

    CRM enrichment & hygiene

    Caddi keeps contacts, accounts, and opportunities current, capturing activity from email and meetings, filling gaps, and deduping, so your pipeline data is clean enough to forecast on.

    Typical stack
    • Salesforce
    • Hubspot
    • Outlook
    • Microsoft 365
Integrations & Apps

Connects to the BD and marketing stack you run.

  • Salesforce
  • HubSpot
  • Microsoft 365
  • Google Workspace
  • DocuSign
  • Outlook
See all integrations
Benefits

AI for business development, built to your bar.

  • 01

    Built by your BD & marketing ops team

    Your BD ops lead records a workflow once. No engineers, no CRM-admin queue, no waiting on IT.

  • 02

    No guesswork on CRM data

    Verified code calls your CRM and marketing systems via API. Clean, deterministic updates, not AI guesses.

  • 03

    Pipeline you can measure

    Activity logged, proposals shipped, response time, all reportable to the partners who own growth.

  • 04

    Inherits your team's permissions

    Runs with the access your BD team already has. No new privileged service accounts to govern.

Security & Controls

Built to pass your IT and risk review.

SOC 2

Attested controls. An audit trail you can defend.

Every workflow, every input, every output is logged and reviewable. Your IT and risk team can walk through any run end-to-end: who built it, what it touched, and what it produced, all on the record.

AI at design time, code at runtime

No autonomous AI acting on your data.

AI helps build the automation once. What ships and runs every day is deterministic code calling your systems via API, with no model improvising over your records at runtime. LLM calls used during a run execute under enterprise zero-data-retention agreements and are never used for training.

Put your pipeline on autopilot..

See how BD teams use Caddi to keep the CRM clean and ship proposals faster, in a 30-minute walkthrough on your own workflows.