A deal closes or dies on what happens in the first few hours. The problem is that everything you know about the customer is scattered exactly then.
What hurts in sales
Leads left without an answer
An enquiry that arrived in the evening gets answered at noon the next day, after the customer already spoke to someone else.
Scattered information before a call
What they asked, what we offered, what they bought before — in three different places.
Answers that take too long
“Let me check and get back to you” is the sentence the most deals die on.
What your conversations already know
Everything you need in order to know who to call today has already been said in some conversation. The list you open at nine in the morning is not the one you had yesterday — yesterday's calls are already in it.
The customer who already told you what they were missing
They said it on a call, on WhatsApp or in an email, and there it stayed. Now it comes back as a list with the reason beside it, so the offer does not sound like a guess. More on that picture on the insights screen.
- Who is worth an offer now, not in a month
- What to offer them, and the reason as it came up on the call
- Which of you spoke to them last, and what they were told
A customer who leaves does not announce it
The replies get shorter, they ask for less, and then they stop coming back. Until now you found out when the cancellation landed. Now the name comes up while they are still a customer.
- Who is behaving like a customer on the way out
- What changed, and which conversation it came up in
- Who to call today, not at the end of the month
You know who the lead is before you call them
A lead leaves a name and a number and becomes a row in a table. The system fills in what is missing from a search on the web, so you dial already knowing who is on the other end. More on what gets filled in, and where each detail came from, in an answer that knows the customer.
- What kind of business you are calling: the size, the field, what they sell
- Which of your existing customers they most resemble
- Something to open with, other than “so what is it you do?”
The screens that matter to you
Customers and sales
An opportunity board, quotes, and the full history on every customer.
Automations
A new lead opens a task for the right person, with nobody having to remember.
AI agents
They answer the first questions immediately, even while you are on another call.
Questions you will ask the assistant
- Which leads from this week have had no answer, and who is sitting on them?
- Which of my customers is worth an offer this month, and why?
- Which of my customers stopped replying in the last month?
- What was promised to this customer last time, and who promised it?
- Which quotes have been open for more than two weeks with nobody going back?
The agent that answers your leads does not stay the same agent. Its instructions get checked against what actually happened — where a rep had to step in and answer for it, and which question it did not cover — and the system recommends what to add or change. It does not rewrite them itself, and the call is yours. Fewer enquiries get handed to a rep, and the answers get more accurate as time goes on.
Ready to see it on your own data?
Connect your customer list and see what comes in.