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Sales Assistant
AI keeps your deals and next steps in order
Deals are rarely lost to a competitor. They are lost to nobody following up. AI keeps each deal's status and next step clear, so follow-up does not rely on memory.
What it does
- Turns email threads and meeting notes into deal summaries
- Flags the deals due for follow-up and what to do next
- Full context is visible the moment someone takes over
When you need it
- Too many open deals, and some quietly go cold
- Client details are spread across email, chat, and someone's memory
- When a salesperson leaves or takes leave, deals stall
How it works
Connect the conversations
Email, meetings, and messages all file under the same deal.
Summarize automatically
Every deal carries its status, open items, and a suggested next step.
Surface what is stalling
Deals with no movement come back to your attention on their own.
Hand over cleanly
Whoever picks it up sees the whole history at once.
What changes
Every deal has a clear next step, and follow-up no longer depends on one person's memory.
Related case studies
Case studies for this service are being written up. Talk to us in the meantime.