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Sales.
Pipeline and performance, summarised for you.
An assistant that reads your CRM and order data and writes the summaries, comparisons, and forecasts your team actually opens.
What we build
✓Quarterly and weekly sales summaries
✓Pipeline review with at-risk deal flags
✓Conversion rate analysis by segment
✓Forecast vs. actual variance reports
✓Top performers / underperformers ranking
Real conversations
You
“Give me a Q1 sales analysis with notes on the biggest shifts.”
OT
Excel + 1-page summary with totals, segment splits, and three commentary bullets.
You
“Which deals are slipping out of this quarter?”
OT
Lists at-risk opportunities with last-touch date, owner, and a suggested follow-up.
Integrations
CRMERPBI toolsSheets
Get started
Want a sales agent tailored to your business?
We start with a free audit of your current setup, then propose a 2-week pilot scoped to your operations.