Say goodbye to manual notes and messy data.
Focus on selling while AI does the busy work. Your AI Sales Assistant automatically updates your CRM after every activity, and gives you instant answers using your CRM data.
Automate CRM updates so you focus on selling
Most sales reps spend hours every week on admin. The AI Sales Assistant changes that by automatically extracting data from meeting outcomes and sales activities to update contact and company records in real-time.
It ensures your data is always up-to-date, allowing your team to move faster and close more deals without getting bogged down in data entry.
Find customer details and opportunities via AI Chat
Use the AI Sales Assistant to find gaps in your pipeline that would otherwise go unnoticed. Use your CRM data to answer questions like, "Show me all opportunities closing this month that are over $5,000?" or "Which leads haven’t I followed up with in more than three days?".
The AI Sales Assistant helps you identify the next best steps to unlock revenue, ensuring you’re always focused on the opportunities with the highest potential.
Enrich lead and account details with AI search
Stop digging for information across tabs. Whether you need to know more about a contact or want to research a prospect’s latest company news, just ask.
The AI Sales Assistant uses your CRM data and researches the web simultaneously to provide you with the full context you need to have a winning sales conversation.
See what AI Employees are doing for real businesses
From finding hidden revenue to booking inbound leads on autopilot, see how businesses are putting the AI Workforce to work.
$100k+ in qualified pipeline
Three inbound channels (chat, forms, visual visitor data) flow into auto-created CRM opportunities, generating $29k in closed-won and another $100k in qualified pipeline automatically.
$25k monthly revenue lift
An AI agent captured high-intent leads and handled complex safety questions 24/7, driving a 10% total revenue increase during the slowest time of the year for a rafting company.
30% Shopify sales increase
An AI embedded directly in a Shopify store recommends products, adds items to cart, and guides shoppers through checkout — around the clock, without any staff involvement.
Works alongside the entire AI Workforce
When a question spans more than your CRM, the AI Data Analyst steps in to pull reviews and social engagement into the same answer. And for top-of-funnel work, the AI Inside Salesperson qualifies and books inbound leads before a rep ever opens a tab.
Expert Setup Services
Get your AI Sales Assistant customized to your unique sales process. We can help you define custom fields, set up automation workflows, and ensure your team is trained to get the most out of conversational CRM intelligence.
Discuss Setup OptionsFrequently Asked Questions
Ready to automate your sales admin?
Hire the AI Sales Assistant today to clean up your data, find hidden pipeline opportunities, and give your reps their time back to actually sell.