Website leads
Each website inquiry is scored and assigned to the right rep within minutes.
AI technology built in Canada
Artificial intelligence for sales and CRM
Your sales team loses hours updating the CRM and chasing prospects who won’t buy. AI scores, logs and reminds, so your reps spend their time closing.
More sales from the same team
In many companies the CRM is incomplete because filling it in is tedious, and follow-up depends on each rep’s memory. Interested prospects slip through the cracks.
With AI, every conversation, email or call is summarized and logged automatically. AI flags the prospects most likely to buy and drafts the next message so the rep only has to review and send it.
What’s included
AI for sales and CRM: what we do for your business
Lead scoring
AI ranks your prospects by interest and likelihood to buy.
Automatic follow-up
Follow-up emails and messages at the right moment, in your voice.
An up-to-date CRM
Notes, summaries and next steps logged without manual entry.
Customer briefs
A summary of the customer’s history before every meeting.
Sales reporting
Pipeline, progress and forecast kept current for leadership.
CRM integration
We work with the CRM you already use or help you choose one.
How it works
Three steps, measurable results
- STEP 1
Review your pipeline
We learn how leads arrive, get handled and close today.
- STEP 2
Automate follow-up
We connect AI to your CRM, email and messaging.
- STEP 3
Measure results
We compare response times and close rates before and after.
Use cases
What it looks like in different industries
Common use cases for this service. In your assessment we identify the ones that fit your business.
Prospect follow-up
Prospects receive information and reminders until they book a viewing.
Repeat customers
AI spots customers who stopped ordering and suggests a message to win them back.
FAQ
Questions about AI for sales and CRM
Which CRMs do you work with?
The most common ones on the market, and spreadsheets too if you don’t have a CRM yet. We confirm it during the assessment.
Does the AI send messages without my review?
You decide. It can draft messages for a rep to approve, or send the simplest ones automatically.
Is it useful for small sales teams?
Yes. The impact is even bigger on small teams, because every hour recovered is selling time.
How are results measured?
With metrics such as response time, leads handled and close rate, compared before and after the pilot.
Start with a free AI assessment for your business
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