Parma
app.parma.aiParma helps teams automatically capture new customer relationships from conversations and convert them into structured, CRM-ready records. It focuses on turning messy, unorganized inputs into clean relationship data and contextual notes, so sales and support teams always have an up-to-date picture of who they’re working with and why.
With Parma connected, BOBs can listen for signals that a new prospect or customer relationship has emerged, then handle the work of finding the right contact, creating the missing relationship record, and adding a clear note with the conversation context—so your CRM stays accurate without manual cleanup.
This unlocks higher-leverage customer operations use cases like always-on lead capture, keeping sales and support aligned with the same relationship timeline, and reducing time spent re-entering information. BOBs can also standardize how relationship notes are written so handoffs and follow-ups are easier and more consistent across teams.
Available actions and events include: Find Relationship, Create Relationship, Create Note; and the event “New Relationship Created.”
What can BOBs do with Parma?
Perform actions
- Create Note
- Create Relationship
- Find Relationship
- List Group Ids Options
- List Relationship ID Options
Listen to real-time events
- New Relationship Created