Sales Agent

Combines documents, news, and conversations and makes them available with one click before the meeting with the client.

Key Features

Everything you need to know about your client before the meeting starts

Client dossier generation

Automatically compiles comprehensive client profiles from multiple sources including past interactions, company data, and market intelligence.

Meeting preparation summaries

Creates concise briefings with key talking points, potential objections, and tailored opportunities for each meeting.

CRM integration

Connects with your CRM to pull historical data.

Real-time updates

Monitors news, social media, and industry reports to provide the latest trends.

Use Cases

Where the Sales Agent makes the biggest impact

Enterprise sales teams

Equip large sales teams with consistent, up-to-date client intelligence to improve conversion rates and deal sizes.

Account management

Help account managers stay on top of client developments and identify upselling or cross-selling opportunities.

Consulting

Prepare consultants with deep client insights to deliver more relevant solutions and build stronger relationships.

Get ready for your best meeting yet

Request a demo and see how the Sales Agent can transform your client meetings.