Automatically summarizes sales calls and extracts key action items.

Distributes notes to CRM, Slack, and relevant stakeholders.

Ensures no important insights or follow-ups are lost.

And more...

Analyzes business data to provide strategic insights for decision-making.

Transforms raw data into actionable intelligence.

Democratizes data analysis across the organization.

And more...

Generates comprehensive sales reports on demand.

Pulls data from your CRM and presents clear performance summaries.

Saves time on manual report creation.

And more...

Combines takeoff data with historical cost data and current pricing to generate accurate estimates.

Applies markup rules and identifies margin opportunities.

Accelerates bid turnaround while improving accuracy.

And more...

Extracts contact information and conversation details from sales emails and calls.

Automatically creates and updates CRM records.

Eliminates manual data entry work.

And more...

Manages B2B sales processes including outreach, follow-up, and pipeline management.

Automates routine sales tasks and workflows.

Keeps B2B sales process moving efficiently.

And more...

Monitors compliance obligations and tracks due dates for audits and requirements.

Alerts stakeholders of upcoming deadlines.

Ensures compliance activities stay on track.

And more...

Parse CIMs and surface risks in minutes.

Pulls key financial metrics, identifies red flags, and highlights market positioning.

Benchmarks against past deals to avoid repeated mistakes.

Produces investment-ready summaries for faster evaluation.

And more...

Automatically enriches new leads with company information and contact details.

Finds technographics, social profiles, and firmographic data.

Ensures complete lead profiles without manual research.

And more...

Maps and analyzes customer journeys across touchpoints.

Visualizes customer paths through your product and processes.

Identifies optimization opportunities in the customer experience.

And more...

Provides on-demand sales support across your entire sales process.

Answers questions about methodology, products, and deal strategy.

Functions as an always-available sales resource.

And more...

Provides conversational interface for HubSpot data management.

Push and pull CRM data through natural language commands.

Simplifies HubSpot operations for all team members.

And more...

Map relationships and optimize deal outreach.

Analyzes emails, meetings, and notes for relationship health.

Suggests optimal follow-up timing and warm introductions.

Automatically updates CRM records.

And more...

Monitors market rates and competitor pricing to suggest optimal rate offerings.

Alerts when borrowers should lock rates.

Ensures competitive positioning during rate shopping.

And more...

Provides on-demand guidance on sales methodology and deal strategies.

Draws from your comprehensive playbook for objection handling and best practices.

Accelerates new rep onboarding and ensures consistent methodology.

And more...

Provides conversational interface for managing Salesforce data and operations.

Push and pull data seamlessly through natural language commands.

Simplifies CRM management for non-technical users.

And more...

Automates prospecting activities including lead identification and outreach.

Maintains consistent prospecting workflows.

Helps sales teams build pipeline efficiently.

And more...

Pulls from past successful proposals case studies and firm expertise to auto-generate customized client proposals.

Maintains brand voice and incorporates specific client context.

Reduces proposal creation time by 70% while improving quality.

And more...

Surface pre-market targets from broad signals.

Analyzes hiring trends, filings, funding activity, and competitive moves.

Scores targets using models trained on historical wins.

Surfaces pre-market opportunities before they enter auction.

And more...

Assists with specification-driven discovery process for client projects.

Guides teams through structured discovery frameworks.

Ensures comprehensive requirements gathering and documentation.

And more...

Creates compelling sales presentations and pitch decks quickly.

Pulls from approved content library and customizes for specific prospects.

Maintains brand consistency while personalizing messaging.

And more...

Automatically routes quote approvals to correct stakeholders based on discount levels and deal parameters.

Follows approval hierarchies and escalation rules.

Reduces quote turnaround time significantly.

And more...

Automates demo scheduling and coordination between prospects and sales team.

Finds mutually available times and sends calendar invites.

Eliminates scheduling back-and-forth.

And more...

Auto-generates customized decks after discovery calls.

Collects key goals, department needs, and use cases through structured questionnaire.

Delivers tailored proposal materials ready for client presentation.

And more...

Manages end-to-end outbound sales campaigns and activities.

Coordinates multi-touch sequences across channels.

Tracks engagement and optimizes campaign performance.

And more...

Analyzes purchase patterns and engagement to identify loyalty-building moments.

Triggers personalized post-purchase communications and incentives.

Increases repeat purchase rate through systematic relationship building.

And more...

Translates complex quotes into plain-language explanations for customers.

Breaks down pricing components and value propositions clearly.

Helps customers understand and accept proposals.

And more...

Analyzes guest profiles booking patterns and preferences to identify upsell opportunities.

Suggests room upgrades dining packages and amenities at optimal moments.

Increases revenue per guest without pushy sales.

And more...

Researches prospects and prepares customized discovery call guides.

Generates relevant questions based on prospect's industry and business model.

Ensures productive discovery conversations.

And more...

Pulls comparable sales data analyzes market positioning and generates professional comp reports automatically.

Adjusts for property features location factors and market trends.

Delivers analysis that used to take hours in under a minute.

And more...

Helps sales teams handle customer objections with proven response strategies.

Provides frameworks for addressing hesitations around price, timing, and fit.

Trains reps to confidently navigate challenging conversations.

And more...

Triages email inbox and drafts appropriate responses.

Categorizes messages by priority and type.

Helps manage high-volume email efficiently.

And more...

Provides AI-powered role-play for practicing sales skills and scenarios.

Offers feedback on technique and messaging.

Functions as always-available sales coach for skill development.

And more...

Generates multiple ad copy variations and analyzes performance.

Tests different messaging approaches and surfaces winners.

Optimizes advertising creative through systematic testing.

And more...

Scores incoming leads based on buyer signals financial capacity and timeline urgency.

Prioritizes your pipeline so you focus on serious buyers.

Increases conversion by focusing time where it matters.

And more...

Pulls from past successful proposals case studies and firm expertise to auto-generate customized client proposals.

Maintains brand voice and incorporates specific client context.

Reduces proposal creation time by 70% while improving quality.

And more...

Makes proactive calls for sales outreach, surveys, and appointment setting.

Initiates contact with leads following configured scripts and workflows.

Handles high-volume calling at scale.

And more...

Analyzes construction plans to extract material quantities and measurements automatically.

Generates detailed takeoff reports with line-item breakdowns.

Reduces estimating time from days to hours.

And more...

Identifies expansion opportunities in existing customer accounts.

Surfaces relevant products based on usage patterns and needs.

Helps account teams grow customer relationships.

And more...

Analyzes checkout behavior to identify friction points causing abandonment.

Suggests improvements to forms shipping options and payment flows.

Tests variations to maximize completion rate.

And more...

Generates personalized email content based on customer segments behavior and lifecycle stage.

Optimizes send timing and subject lines for each recipient.

Increases email revenue through relevance.

And more...

Generates personalized cold email campaigns for sales outreach.

Creates targeted messaging for specific prospect segments.

Helps sales teams reach prospects effectively.

And more...

Gathers and analyzes information from multiple sources for prospect and market research.

Provides comprehensive research summaries on specified topics.

Delivers actionable insights for sales and strategy teams.

And more...