Sales Intelligence
You already have the data. What's missing is someone to read it every day.
Sales Intelligence reads what your CRM has already recorded and tells you what to do now: what is stalled, what is due today, what the pipeline projects. And it answers in plain language, with figures from your own database.
Included in plans with CRM. No separate charge.
- AI agent in plain language
- Automatic pipeline alerts
- Only your data
The problem it solves
Nobody opens reports. An alert at the right moment, they do.
Every CRM piles up information, and almost none of it becomes a decision. The deal stalled two weeks ago, the task was due yesterday, the lead came in and nobody replied — it is all recorded, spread across screens nobody has time to open. Sales Intelligence sweeps that on its own and hands you the conclusion: what deserves attention today, in one list, with the figure behind each alert.
Start with 7 free days-
Ask the way you would speak "What should I prioritise this week?", "how much should I close this month?", "which customers are worth a call?". The answer comes in plain language, with your figures.
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The pipeline warns you before it becomes a problem A deal with no movement, a quote with no reply, a forgotten lead. The scan runs in the background and disappears on its own when the reason stops being true.
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No figure is made up Every calculation happens on the server, straight from your database. The AI writes up the result — it does not estimate, round or fill in what isn't there.
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Your data is yours alone The agent only sees this account's data. No other company in the system appears, in any answer.
This is what you see once you log in.
The screen is the real one. The numbers and names are for demonstration — no real account appears here.
Demonstration. The data shown is fictional.
From the first setting to everyday work running.
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It reads what is already there Nothing to configure or import: the deals, tasks and customers already in your CRM are the raw material.
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It points at what needs action The overview opens with what weighs today — overdue, stalled, with no next step — each with the figure behind it.
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You ask whatever you want The agent builds the query on the spot and answers with the list, the total or the average, as the question asked.
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It suggests, and you decide A suggestion only becomes a CRM task after someone accepts it. The layer proposes; it does not touch your operation on its own.
What comes with it
All of this is already included from day one.
No separate module, no integration to set up and no second subscription.
AI agent, in conversation
Each topic in its own conversation, with history. Ask, refine, come back later — and remove what you don't want to keep.
The day's overview
What needs attention now, the month's result and six pipeline charts: won, lost, stages, source and where it gets stuck.
Pipeline alerts
Stalled deal, overdue task, uncontacted lead and lapsed customer. With severity, and dismissible one by one.
Follow-ups in four lists
What is overdue, what has no next step, who got no reply and who stopped buying — on a single screen.
Suggestions to decide on
Next-step proposals born from notes and from reading the pipeline. Accepting creates the task; dismissing leaves nothing behind.
Knowledge base
Record price, lead time, discount policy and objections. It is what the agent reads before suggesting anything — and it stays in your account only.
Who gets the most out of this feature.
It is not exclusive to any trade — these are simply the businesses where the difference shows in the first week.
Frequently asked questions
What people ask before they start.
If your question is not here, create an account and talk to support — the trial needs no card.
Still have a question?
Create your account and talk to us through support, with no commitment.
Create a free accountNo. The calculations happen on the server, straight from your database, and the AI only writes up the result. When a figure doesn't exist, the answer says so instead of estimating — and every answer can be checked on the matching CRM screen.
The agent answers with an analysis that runs inside AgendaZ itself, over this account's data. No other company in the system appears in any answer, and there is no path for that to happen.
No. It reads the CRM you already use. Filling in the knowledge base is optional and serves to make answers more specific to your business.
Never. The layer proposes; you decide. A suggestion only becomes a task after someone accepts it, and alerts disappear on their own when the reason stops being true.
No. It is part of the same platform, on the same CRM. There is no integration to configure and no second subscription.
Start today
Stop opening fifty screens to find out the obvious.
Open Sales Intelligence and see, on the first screen, what your operation is asking for today. It's 7 days free, with your real data.