AI sales assistant for small business teamsSales.
The whole account, before every call.
Turns your CRM into answers: pipeline, risk and call prep. It joins the CRM with billing and support, so reps see everything before they dial.
For
Prep me for my 2pm with Harbor & Co.
Harbor & Co. · 2:00 PM today2 open deals · $48,000
Billing1 invoice 12 days overdue
Support1 open ticket · shipping
Suggested agenda3 points · in your brief
HubSpot · QuickBooks · Zendesk · Calendarexample output
What it can do
Twelve things it can look up across your pipeline.
Your team asks in plain English, the way they'd ask a colleague. Your assistant looks it up in your own apps and answers in seconds. Nothing new to learn.
You ask“Which deals might slip this month?”
Your assistant checksYour CRMActivity history
You get4 deals with no activity in 14+ days, from HubSpot
What your team can ask for
Deals by stage, owner and value
What's expected to close this period
Deals going quiet, or close dates slipping
Contacts, open deals, billing, open tickets, last touch
A person and their history
Calls, emails and meetings on a deal or contact
Weighted forecast with your stage probabilities
Rep results by period and metric
Why deals were won or lost
Which lead sources produce closed revenue
Leads nobody has followed up with
Log notes, add tasks and move deals, each confirmed by the rep
Set up your way
What your assistant learns · about your business
Call prepA fixed brief: who, history, open deals, risks, suggested agenda.
Follow-up styleBuilt from your best real follow-up emails.
Pipeline definitionsYour stages, probabilities and qualification rules.
Pipeline reviewThe format for your weekly sales meeting.
Shortcuts · for weekly jobs
Call prepBuilds the brief for the next meeting on the calendar
Follow-up emailDrafts a follow-up email after a call
Pipeline reviewRuns the weekly review
ForecastShows the weighted forecast for the period
Forgotten leadsLists untouched leads with suggested next steps
Guardrails
Right deals, right people
Reps see their own deals; managers see the team.
Changes need a yes
Nothing changes in the CRM unless a rep confirms. No mass edits, no deletes.
Your price book
Prices and discounts only from it.
Getting started
What we need from you
A login for your CRM
Stage definitions and probabilities
Rep roster with roles
Three or four follow-up emails you consider great
Add-ons
Replied-but-unanswered alertsProspects who wrote back and got no reply.
Call recording summariesGong or Fathom.
Lead scoringRanks new leads by fit and intent.
Monday digestThe pipeline review, delivered every week without asking.