Sales OS AI
Don't just manage work.
Let AI move it forward.
An assistant that works inside your CRM. It reads your leads, tasks, visits and inventory, proposes the next step, and waits for your yes.
Three promises the AI keeps.
An AI that changes your data without asking isn't help, it's risk. Sales OS AI is built the other way round.
It proposes. You approve.
Follow-ups, stage changes, assignments and messages come to you as a proposal. Nothing changes in your CRM until you say yes.
It asks when it isn't sure.
"Remind me to call Priya" without a time? It asks which day and time, instead of guessing.
It stays within permissions.
The AI sees and does only what the person using it is allowed to. Personal details are masked before text reaches the AI model.
Proposals
A plan, not a surprise.
Ask for follow-ups for everyone who visited last week, and you get a list: who, when, which owner. Change any time, then approve all of it in one go.
- Bulk follow-ups, assignments and stage changes
- Every proposal reviewable and editable
- Applied only on approval
Calls
Every call, turned into a next step.
The AI listens to call recordings and writes a short debrief: what the buyer wants, the outcome, and the follow-up to schedule.
- Summary, outcome and next step
- Works with your calling provider
- Saved on the lead
What you can ask it to do.
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Daily briefing and plan
What needs you today, in the order that matters.
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Lead summaries
Any lead’s whole story in one paragraph.
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Follow-up plans
Bulk follow-ups, spaced across owners’ days.
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Buyer and unit matching
The right buyers for a unit, the right units for a buyer.
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Price quotes
A quote from the current price list, on the spot.
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WhatsApp and email drafts
Including payment reminders, in the buyer’s language.
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Call debriefs
Recordings turned into outcomes and next steps.
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Automation rules
Describe a rule; the AI drafts it for review.
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Answers from your documents
Brochures and price lists, searchable by question.
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Explain a number
Why bookings dipped, where leads came from.
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Team digest
How the team is doing, without chasing anyone.
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Scheduled reports
Ask once, receive every week.
Keep exploring
- Lead managementCapture, de-duplicate and assign every enquiry
- Follow-ups and site visitsA clear day for every salesperson
- Projects and inventoryTowers, floors, units, prices and holds
- Channel partnersRegistration, attribution and claims
- CampaignsSpend, leads and bookings by campaign
- AutomationRules that run your process on every lead
See Sales OS AI
on your own projects.
We'll run it on scenarios from your business in a personal demo.
Prefer to set it up yourself? Create a workspace
- Enquiry
- Qualified
- Site visit
- Negotiation
- Booking