AI-enabled CRM
Your sales data, turned into your team's next move.
An AI-enabled CRM that shows every seller which customers need attention this week, why, and what to do about it. Configured to your business, carrying your brand, and yours to own.
Sales intelligence on desktop and phone: The full picture for managers, and each seller's week on their phone. Screens show sample data.
The problem it solves
Most companies already have the data they need to grow: every order, customer and product sits in their ERP or sales system. What they don't have is time to read it. Reports arrive late, dashboards show what happened rather than what to do, and good customers drift away quietly before anyone notices.
This CRM reads the data for your team and turns it into a short, ranked list of actions.
What it does
See the whole business at a glance
Revenue, customers, orders and trends, each compared with last year and the previous period. Filter by team, region, segment, product line or salesperson, and every view updates instantly.
Spot customers at risk before they're lost
It flags customers who have stopped buying or are buying less than usual, and ranks them by the revenue at stake. Your team can record the reason, such as price, competition or service, so patterns become visible.
A focused follow-up list every week
Each salesperson gets a short list of the customers most worth contacting, with a plain-language reason and a suggested next step. Outcomes are logged, so managers can see what's being done.
A complete picture of every customer
Buying history, preferred categories, the last purchase and who has managed the account over time, all in one place. Everything a seller needs before a call.
An AI assistant that knows your numbers
Ask questions in everyday language, such as “Which accounts grew most this quarter?” or “Who should I call first?”, and get answers built from your own data. It only uses figures it looked up, never guesses, and follows the same access rules as the rest of the system.
Built for how sales teams really work
It works fully on a phone and runs in the browser, with nothing to install.
Inside the tool
See how it works.
Screens show sample data. Click any screen to enlarge it.
Right information, right people
- Leadership sees the full picture, including sensitive financials.
- Managers see their teams and can steer follow-ups.
- Salespeople see only their own accounts.
Access is enforced on the server, not just hidden on screen. Account ownership, teams and territories can be kept in step with your ERP, including handovers when people change roles or leave.
Your data, without an IT project
Start from the exports you already produce. Administrators upload them, and the system checks them, repairs common spreadsheet damage and publishes the update in minutes. It handles daily or monthly updates without duplicating anything.
Enterprise-grade by design
- White-labelled: your brand, your domain, your logins.
- Secure: role-based access, a full audit trail of changes, and protection against shared or misused accounts.
- Cost-controlled AI: usage limits per person and a monthly budget you set.
Who it's for
Any business that sells repeatedly to a known base of customers: distribution, wholesale, manufacturing, B2B services, retail networks and more. If your team manages accounts and your data lives in an ERP or sales system, it fits.
Getting started
Configured to your business. Yours to own.
- 01
Discovery
We look at how you work today and the data you have.
- 02
Configure and prove it
We set it up on your data and measure it against how you work today.
- 03
Roll out and hand over
Your team is trained, and what we deploy is yours.
Request a demo
See it working on your own data.
Book a demo, and we'll show you what your customers are telling you already.