All Solutions

Solution

AI Sales Assistant for Your CRM

Ask your CRM in plain language; answers in seconds, read-only and tenant-safe

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The challenge

Salespeople and managers wait on reports or click through screens to answer simple questions: which leads went cold this week, which units are still open, who has not been followed up. The data is in the CRM, but getting it out takes time nobody has.

What we deliver

  • A conversational assistant inside your CRM
  • Read-only, natural-language queries over your CRM data
  • Answers scoped to each user's role and tenant
  • Escalation to a person when the assistant is not sure

Measured impact

73%

of daily CRM queries handled without human escalation

Read the case study

Where it already runs

Services behind it

Generative AI & RAG

Assistants that answer from your data and documents, with sources

AI Governance & Guardrails

PII redaction, compliance gates, grounding checks and budget limits

Let's Find Your Starting Point

Book a complimentary 30-minute session with a senior data or AI architect. Bring your challenge, your stack, or an open question, and leave with a clear, honest assessment of where to begin.

No pitch. No obligation. Just a useful conversation.

Schedule Your Free Strategy Session

Typically responds within 1 business day · Available globally