Lead enrichment, meeting summary, follow-up drafting, deal scoring, forecast — embedded inside HubSpot, Salesforce, Zoho, or Odoo CRM.
5x faster follow-up. 20–35% win-rate lift. Rep adoption 85–95%. Embedded where reps already work — no extra tab to remember.
From inbound lead to closed deal — AI in every step of your funnel.
Inbound leads automatically enriched (company, role, signals) and scored — only the qualified ones hit reps' calendars.
Auto-record sales calls (Zoom/Meet/Teams), transcribe, summarise, extract action items and BANT signals — into the deal record.
Personalised follow-up emails drafted from meeting context, account intel, and stage. Rep edits and sends — 5x faster than from scratch.
AI scores every deal — win probability, days-to-close, risk signals — and surfaces at-risk deals before the close date slips.
Forecasting that doesn't depend on reps' opinions — AI computes pipeline health from real engagement signals, not deal-stage hopes.
Before every call — AI compiles a one-page brief: company news, persona insights, prior interactions, talking points, suggested questions.
AI handles back-and-forth scheduling, books meetings on behalf of reps, sends prep emails, and follows up on no-shows.
AI listens to every call, scores empathy / discovery / objection handling, and surfaces personalised coaching moments for each rep.
One feature (e.g., meeting summary OR lead enrichment OR follow-up drafting) live in 3 weeks.
Lead enrichment + meeting AI + follow-up drafting + deal scoring + coaching — embedded in your CRM.
We run the AI — KB updates, prompt tuning, monthly forecast review, coaching dashboard refresh.
Map your sales motion, CRM data quality, current rep time-spend, top objections, win-loss patterns. Output: prioritised AI feature list with ROI projection.
Per feature: data sources, prompts, integration points, success metric. Build evaluation harness on real CRM data before development.
Native CRM integration — features show up where reps already work (HubSpot sidebar, Salesforce Lightning, Zoho card, Odoo CRM widget). No tab-switching.
Soft launch with a pilot rep cohort. Measure time saved, follow-up speed, win-rate impact. Tune prompts and integration UX.
Full team rollout + training. Monthly retainer: tuning, model upgrades, new features quarterly, monthly revenue-impact reports.
Features show up inside your CRM (HubSpot sidebar, Salesforce Lightning, Zoho card, Odoo CRM widget) — not yet another tab to remember to open.
We measure win-rate, follow-up speed, forecast accuracy — and report monthly. Typical clients see 20–35% lift in win-rate after 90 days.
AI removes the grunt work reps hate (follow-up drafting, CRM updates, meeting notes) so they spend time on the high-leverage parts of selling.
AI follow-ups sound like your team, not ChatGPT. We tune prompts on top performers' emails and your sales playbook.
AI forecast based on engagement signals, not rep optimism. Boards trust the number because it's grounded in conversations, not opinion.
Source, prompts, recordings — all in your account. We don't lock you into our SaaS. Switch vendors? Source comes with you.
Gong / Chorus / Outreach Kaia are great point solutions for call intelligence — but you're locked into their platform and pricing. Our AI assistant: (1) embeds inside the CRM you already use, (2) covers meeting + enrichment + follow-up + scoring + forecast in one stack, (3) you own the source and prompts, (4) typically 30–60% cheaper at scale.
Yes, when it's embedded in their existing CRM and removes grunt work. Adoption rates we see: 85–95% after week 2 because the AI saves 30–60 minutes per rep per day on follow-ups and CRM updates. Reps stop asking 'do I have to' and start asking 'when can we add the next feature'.
HubSpot, Salesforce, Zoho CRM, Odoo CRM, Pipedrive, Close, Salesforce Lightning, and custom CRMs. Features show up natively — sidebars, custom objects, Lightning components — not as a separate dashboard.
Yes. Native integrations with Zoom, Google Meet, and Microsoft Teams. Auto-record (with consent), transcribe via Whisper / Deepgram / AssemblyAI, AI summary into the CRM record. Optional Gong-style replay with timeline notes.
After 60–90 days of CRM data, our deal-scoring models hit 75–85% accuracy on win-probability (calibrated). For the first 30 days, we use general-purpose scoring on engagement signals. Models retrain monthly on your closed-deal outcomes.
Pilot single feature: ₹2L–₹5L ($2.5K–$6K) setup. Full sales co-pilot: ₹8L–₹25L ($10K–$30K) setup + ₹50K–₹3L/month ($600–$3.5K) managed retainer (AI usage, tuning, model upgrades, monthly reports).
Yes. We integrate bidirectionally — pull sequence engagement into the AI signals, push AI-generated follow-ups into the sequence, surface AI insights inside Outreach / Salesloft / Apollo dashboards.
We deploy on Azure OpenAI, AWS Bedrock, or Vertex AI where customer data does NOT train foundation models. Recordings stored in your cloud (your S3, your Azure Blob). DPAs in place. For EU clients, EU-region deployment.
Odoo 20 AI runs on IAP credits at €1 each. See which AI features use credits, what OCR, SMS and contact enrichment cost, and a sample monthly budget.
Free 30-minute sales audit. We'll baseline win-rate, follow-up speed, and forecast accuracy — and project the lift. Fixed-price proposal within 48 hours.
