A clearly guided sales process – from lead to follow-up.
The AI Sales Assistant actively guides your sales team through the sales playbook – via chat, in context and available at any time. Instead of researching for ages, sales teams instantly get the next recommended action.
All outreach, emails and arguments are automatically tailored to each customer – based on CRM data, internal documents and previous interactions.
Why sales processes are often needlessly complicated in everyday work
Too many leads, too little focus
CRM data is there – but which leads really take priority is often unclear in day-to-day work.
Conversations without clear structure
Discovery calls often start without a clean guide or without context on the lead.
Follow-up takes time
Follow-ups, notes and CRM maintenance are done manually – often late or not at all.
How a clear sales process emerges from CRM data
Start leads prepared
HubSpot leads are summarised automatically: context, signals and sensible next steps at a glance.
Discovery calls with a guide
The AI Concierge walks you through your conversation framework and asks the right questions – following your sales guideline.
Follow-ups that actually go out
Personalised follow-up emails are created automatically – including tasks, responsibilities and the next appointment.
Ready to go quickly
Define guideline, criteria and templates once – after that the process runs consistently for the whole team.
A sales assistant that knows your rules of the game
No generic template: the AI Concierge works along your sales guideline, uses HubSpot data and makes sure the process is genuinely followed in day-to-day work.
Your benefits in everyday sales
Less manual work
Preparation, conversation guides and follow-ups are created automatically – sales managers save time for real conversations.
Consistent sales quality
Every lead is handled according to the same sales guideline – regardless of who conducts the conversation.
Transparency in the CRM
Conversations, outcomes and next steps are documented automatically and cleanly in HubSpot.
Faster to close
Clear priorities, better conversations and clean follow-ups shorten decision paths in the sales process.
Customers, awards and partners
