AI Assistant for Sales Professionals
Close more deals, update less CRM
Sales is about relationships, not data entry. An AI assistant handles the admin so you can focus on what actually closes deals — talking to people.
Get Started FreeSound familiar?
These are the daily frustrations that drain your energy and steal your time.
CRM updates eat your selling time
Every call needs logging. Every email needs tracking. Every deal stage needs updating. You spend 30% of your day on admin that doesn't close deals. That's time you're not prospecting, not presenting, not closing.
Forgetting follow-ups kills deals
You promised to send the proposal Tuesday. You said you'd check in after their board meeting. You were supposed to call back after the holiday. One forgotten follow-up and a warm lead goes cold. Multiply that across 50 prospects.
Prospect research takes forever
Before every call, you should know their company, their role, recent news, past conversations. But who has 20 minutes to research before each call? You wing it, and the prospect notices.
Can't remember details across deals
What did the VP mention about their budget cycle? Which competitor are they currently using? What objections did they raise last time? You have 40 active opportunities and they're blurring together.
Pipeline visibility requires digging
Your manager wants to know what's closing this month. You want to know which deals need attention. But getting that view means clicking through CRM records one by one.
Evenings and weekends catch up on admin
You spend your days selling. Then you spend your evenings updating Salesforce. The admin backlog never clears, and your work-life balance suffers.
With an AI assistant, you can...
Transform how you work. Here's what becomes possible.
Update CRM through conversation
After a call, just tell your AI what happened. It updates the CRM, logs the activity, and moves the deal stage. No clicking through forms, no forgetting to log calls.
Example:
'Just finished call with Acme Corp. Good meeting. They're interested but need board approval. Move to negotiation stage, follow up in two weeks.' AI: 'Updated Acme Corp: stage → Negotiation, next follow-up Jan 30, notes added.'
Never miss a follow-up again
Your AI tracks every commitment you make. It reminds you before follow-ups are due, drafts the emails, and makes sure nothing falls through the cracks.
Example:
Monday morning: 'You have 5 follow-ups due this week: Acme (send proposal), Beta Inc (check on pilot), Gamma Ltd (reconnect after vacation), Delta Co (pricing follow-up), Epsilon (demo scheduling).'
Instant prospect research before calls
Five minutes before a call, get a briefing: company overview, recent news, your conversation history, their objections, and where the deal stands. Walk in prepared every time.
Example:
'Brief me on the Acme call.' AI: 'Acme Corp: $50M ARR, 200 employees. You've had 3 calls. They're comparing you to Competitor X on price. Key contact is Sarah (VP Sales) who mentioned budget approval in Q1. Last call: demo went well, asked for customer references.'
Pipeline visibility on demand
Ask your AI about your pipeline anytime. What's closing this month? Which deals are stuck? What's the total value? No spreadsheets, no CRM clicking.
Example:
'What's my pipeline looking like?' AI: 'Total: $450K. Closing this month: 3 deals worth $180K. Stalled deals needing attention: 2. Hottest opportunity: Acme ($80K, 70% probability). You have 12 deals in negotiation stage.'
Competitive intel at your fingertips
When a prospect mentions a competitor, get instant battle card info. Strengths, weaknesses, differentiators, talk tracks. No scrambling for the sales deck.
Example:
'Prospect mentioned they're also talking to Competitor X.' AI: 'Competitor X: Strong in enterprise, weak in SMB. They're 40% more expensive. Our advantages: faster implementation, better support, modern UI. Common objection: their brand recognition. Talk track: focus on total cost of ownership and implementation timeline.'
Reclaim your evenings
When CRM updates happen in real-time through conversation, there's no admin backlog. Your selling day ends when your last call ends.
Real use cases
Practical ways to put your AI assistant to work right away.
Post-Call CRM Updates
Log activities without touching the CRM
- →Finish a call or meeting
- →Tell your AI what happened in plain language
- →AI logs the activity with proper details
- →Updates deal stage if needed
- →Sets follow-up reminders automatically
Pre-Call Prep
Walk into every call fully prepared
- →AI sends briefing 15 minutes before scheduled calls
- →Includes prospect background and company info
- →Shows your conversation history
- →Lists their objections and interests
- →Suggests talking points based on deal stage
Pipeline Management
Know where your deals stand without the CRM dive
- →Ask about your pipeline anytime
- →Get deals by stage, value, or close date
- →Identify stalled deals that need attention
- →Prepare for forecast calls in seconds
- →Track progress toward quota
A day in the life
Here's how an AI assistant transforms a salesperson's typical day:
Morning brief: 'You have 4 calls today. 3 follow-ups due. Pipeline at $450K, 80% to quota. Acme deal moving — Sarah replied to your email, sounds positive.'
Before first call, AI sends: 'Beta Inc briefing: Last call discussed pricing concerns. They're comparing to Competitor Y. CEO is the decision maker. Their contract with current vendor ends in March.'
After call: 'Beta call went well, they want a pilot program. Schedule follow-up for next Thursday.' AI updates CRM, creates pilot task, and sets reminder.
'Can you draft a follow-up email to the prospects I met at the conference last week?' AI drafts personalized emails for each, ready for your review.
On a call, prospect asks about competitor. You message AI: 'Quick competitor intel on Vendor Z.' Get instant differentiators without putting prospect on hold.
'Summarize today for my manager.' AI: '4 calls completed, 2 deals advanced, 1 new opportunity added. Pipeline up $30K. Follow-ups scheduled through next week.'
“I used to spend an hour every night updating Salesforce. Now I just talk to my AI after each call and it's done. My CRM has never been cleaner, and I got 10 hours of my life back each week.”
Marcus Johnson
Enterprise Account Executive
Frequently asked questions
Common questions from sales professionals like you.
Does it actually integrate with Salesforce/HubSpot?
Yes, through APIs. Your AI can read and write to major CRMs. Updates you make through conversation sync to your CRM in real-time.
Will my manager see that I'm using this?
They'll see better CRM data and more logged activities. The AI works behind the scenes — your CRM looks like you updated it manually, just more consistently.
What about on the road between meetings?
That's the point. Message your AI from your phone via WhatsApp or Telegram. Update deals from your car (safely parked), from the airport, from anywhere.
Can it help with cold outreach?
Yes. Ask it to research prospects, draft personalized emails, or suggest talking points based on their company and role. It's like having a sales development rep doing prep work.
Getting started is easy
You can have your AI assistant running in about 30 minutes.
Get the guide
Free, step-by-step instructions to set everything up
Set it up
Follow along at your own pace, no coding required
Start chatting
Message your AI via WhatsApp, Telegram, or Discord
Ready to get your time back?
Set up your own AI assistant in about 30 minutes. Free guide, no fluff.
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