AI Sales Assistant
Built for sales teams who spend more time updating the CRM than actually selling. Your AI sales assistant keeps the CRM current, digs up context on every lead, and flags who to call next — so your pipeline keeps moving between conversations.
Sound familiar?
- CRM data is stale because updating it after every call keeps getting pushed to "later"
- Reps spend the first ten minutes of every call figuring out who they're talking to
- Deals go cold because no one flagged the lead that needed a follow-up today
WHAT YOU GET
Built around the way you actually work.
Automatic CRM updates
Logs call notes, next steps, and deal stage after every interaction.
Lead research
Pulls together company and contact context before you pick up the phone.
Daily priority list
Surfaces which leads to call next based on activity and intent.
Follow-up reminders
Nothing sits untouched past the point it should've been actioned.
Pipeline reporting
Real-time visibility into where deals actually stand — no manual reporting.
Works inside your CRM
Connects to the CRM you already run instead of asking you to switch.
HOW IT WORKS
From first call to live.
01
Connect
Linked to your CRM and calling/email tools.
02
Configure
Set the fields, stages, and priorities that match how your team sells.
03
Go live
The assistant starts logging and researching from day one.
04
Refine
Adjusted as your sales process evolves.
QUESTIONS
What people ask before starting.
Which CRMs does it work with?
Most mainstream CRMs — HubSpot, Pipedrive, Salesforce, and others. We confirm compatibility on the scoping call.
Will it replace my sales team?
No — it removes the admin so reps spend their time selling, not typing notes.
Is my data secure?
Data stays inside your existing CRM and tools — we don't hold a separate copy.
How long does setup take?
Typically two to three weeks, depending on CRM complexity.
What does it cost?
Scoped to your CRM, team size, and process — a short call tells us what's involved.
SET A COURSE
Let's talk about ai sales assistant.
A short call is enough to tell whether we're the right fit — no decks, no sales process.
hello@northpointedigital.com