AI Sales Assistant
Built for sales teams who spend more time updating the CRM than actually selling. Your AI sales assistant keeps the CRM current, digs up context on every lead, and flags who to call next — so your pipeline keeps moving between conversations.
From $299/mo · exact quote on a free call
Sound familiar?
- CRM data is stale because updating it after every call keeps getting pushed to "later"
- Reps spend the first ten minutes of every call figuring out who they're talking to
- Deals go cold because no one flagged the lead that needed a follow-up today
WHAT YOU GET
Built around the way you actually work.
Automatic CRM updates
Logs call notes, next steps, and deal stage after every interaction.
Lead research
Pulls together company and contact context before you pick up the phone.
Daily priority list
Surfaces which leads to call next based on activity and intent.
Follow-up reminders
Nothing sits untouched past the point it should've been actioned.
Pipeline reporting
Real-time visibility into where deals actually stand — no manual reporting.
Works inside your CRM
Connects to the CRM you already run instead of asking you to switch.
HOW IT WORKS
From first call to live.
Connect
Linked to your CRM and calling/email tools.
Configure
Set the fields, stages, and priorities that match how your team sells.
Go live
The assistant starts logging and researching from day one.
Refine
Adjusted as your sales process evolves.
THE PROBLEM
Reps spend the first ten minutes after every call updating the CRM by hand — or it gets pushed to "later" and the pipeline quietly goes stale.
A real scenario
At Northfield Software, deals were slipping through the cracks not because reps weren't selling, but because follow-ups weren't getting logged in time. Once calls started feeding straight into the CRM automatically, the sales manager could see — for the first time — exactly who needed a call today, without chasing anyone for an update.
Try it yourself further down this page, with a real call summary.
MOCKUP — CONCEPT ONLY
From call to CRM, before you've hung up.
Exactly what the AI Sales Assistant does — transcribes and summarizes the call, researches the lead, and tells you who to call next.
Call wraps up
A sales call ends — no one touches the CRM.
Call recorded & transcribed
Captured automatically — no one hits record or types anything.
AI writes the summary
Turns the transcript into a clean summary and CRM fields — contact, stage, next step.
CRM updated
Deal stage and contact details filed — no manual entry.
Lead research runs
Pulls company & contact context before the next call.
Flagged by priority
Surfaces today's hottest leads to call first.
Follow-up reminder set
Nothing sits untouched past when it should be actioned.
Why it helps you
Your CRM updates itself after every call, and your reps always know exactly who to call next — no more stale pipeline data.
QUESTIONS
What people ask before starting.
Which CRMs does it work with?
Most mainstream CRMs — HubSpot, Pipedrive, Salesforce, and others. We confirm compatibility on the first call.
Will it replace my sales team?
No — it removes the admin so reps spend their time selling, not typing notes.
Is my data secure?
Data stays inside your existing CRM and tools — we don't hold a separate copy.
How long does setup take?
Typically two to three weeks, depending on CRM complexity.
What does it cost?
From $299/month, based on your CRM, team size, and process — a free call gives you an exact quote.
SET A COURSE
Let's talk about ai sales assistant.
A free 20-minute call is enough to tell whether we're the right fit — no slideshows, no sales pitch.
Get in touch