Before the meeting
Account & prospect research
Company, people, and history in one view.
AI for Sales
Spend more time
selling.
Less time assembling context. We use AI to remove the research, admin, follow-up, and CRM work surrounding the conversation.
Show us your sales workflowOne deal, from lead to CRM
The callStays with the rep
01 / Prepared with AIReady before outreach
Account research
- Account
- Regional logistics firm
- Recent context
- New operations lead this quarter
- From the CRM
- Webinar attendee · two emails opened
- To confirm
- Is quoting speed a priority?
The repChooses the angle and books the meeting.
02 / Prepared with AIReady before the call
Rep briefing
- Attending
- Operations lead · Finance manager
- Last conversation
- Asked about onboarding time
- Open questions
- Budget cycle · Current tools
- Collateral
- Onboarding guide · approved
The repLeads the conversation. That part is the sale.
03 / Prepared with AIWaiting for the rep
Follow-up draft
- Recap
- Three next steps agreed on the call
- Attachment
- Onboarding guide
- Sources
- Call summary · CRM record
- Send
- Only by the rep
The repEdits and sends it. Nothing reaches the customer without them.
04 / Prepared with AIWaiting for confirmation
Proposed CRM update
- Stage
- Discovery → Evaluation · proposed
- Next step
- Pricing review, date from the call
- Notes
- Call summary attached
- History
- Earlier entries kept
The repConfirms the update. The manager sees a pipeline they can trust.
Follow the deal
Where time goes
None of this
is the sale.
Yet it fills the rep’s day. Sales teams lose time on:
- Account research
- Meeting prep
- Call notes
- CRM updates
- Follow-up drafts
- Opportunity summaries
- Pipeline hygiene
- Finding the right collateral
High-value use cases
Good candidates,
stage by stage.
Each one removes work around the conversation, not the conversation itself.
Before the meeting
Meeting briefing
Who is attending, what was said, what to ask.
After the call
Call summarization
Decisions, objections, and next steps captured.
After the call
Follow-up drafting
A first draft for the rep to edit and send.
In the CRM
CRM field updates
Proposed changes, ready for a rep to confirm.
In the CRM
Opportunity risk summaries
What is stalled, missing, or uncertain.
Across the team
Proposal preparation
Approved content assembled for review.
Across the team
Sales knowledge search
The right answer or collateral, found fast.
How it works
One meeting,
start to finish.
The rep stays in control of customer communication.
- 01Meeting bookedThe rep
- 02Account researchPrepared with AI
- 03CRM + prior conversationsPrepared with AI
- 04Rep briefingPrepared with AI
- The callThe rep, with the customerCustomer communication stays with the rep
- 05Call summaryPrepared with AI
- 06Follow-up draftThe rep edits and sends
- 07CRM updateThe rep confirms
- 08Manager visibilityAn accurate pipeline
Trust
What AI
should not do.
Useful sales AI knows where its job ends. The rep, the customer record, and your pricing stay protected.
Sales guardrails
- Invent customer factsNever −
- Auto-send sensitive messages without approvalRep approves
- Overwrite CRM history blindlyProposes only
- Make pricing commitmentsNever −
- Pretend weak opportunities are strongNever −
Guardrails are agreed with your sales leadership before anything goes live.
What to measure
Keep it tied
to the pipeline.
Possible measures. We choose the ones that fit the workflow you start with, and the numbers come from your baseline.
- Admin time saved
- CRM completeness
- Follow-up speed
- Research time
- Rep adoption
- Pipeline hygiene
- Manager visibility
Blank on purpose. Your baseline fills it in.
Your next move
Start with the step your reps complain about most.
Show us your sales workflow. We’ll help you find where AI can take the admin off their plate.
Tell us what’s slowing you down.
A few lines is enough. We’ll reply by email with what’s worth doing first.