AI ASSISTANT
An AI assistant that knows your pipeline
Ask about your pipeline, summarise a long account history, or draft the follow-up — with a credit allowance included in the seat price.
Summarise an account in a sentence
Long relationships accumulate hundreds of emails, calls, and notes. Ask for the state of an account and get the version a colleague would give you walking into the meeting, instead of scrolling a timeline for ten minutes.
Draft the email you were going to write anyway
Follow-ups, recaps, and check-ins drafted from the actual context on the record — the last call, the stage, the objection raised. You edit and send; the blank page problem goes away.
Ask questions of your data
Which deals have gone quiet? What's stuck in proposal? Ask in plain language rather than building a report to answer a question you'll ask once.
Credits in the seat price
Each paid plan carries a monthly AI credit allowance as part of what you already pay. Using the assistant isn't a mid-month purchasing decision, and it isn't an add-on with its own invoice line.
WORKS WITH
Connect your existing inbox and every thread lands on the right record automatically, both directions, with no copy-paste.
Deals
Every deal carries its value, stage, owner, close date, and complete history — so a review is a reading, not a negotiation.
Reporting
Pipeline value, conversion by stage, velocity, and who's actually closing — from live data, not last week's export.
Questions about ai assistant
Which plans include the AI assistant?
It starts at Professional. Each plan carries a different monthly credit allowance — the pricing page lists them alongside the other limits.
What happens if I run out of credits?
The assistant pauses until the allowance resets; the rest of the CRM is unaffected. Allowances are sized for normal daily use rather than as a trickle designed to force an upgrade.
Is my CRM data used to train models?
Your records are used to answer your prompts — that's what makes the answers about your pipeline rather than generic. For specifics on data handling and subprocessors, contact us before you commit; we'd rather answer precisely than wave at it here.
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