Sales Velocity Tracker
Measures real days-to-close and flags deals sitting far longer than the winning average
Deal Coach
Monitors your sales pipeline for stalled deals, suggests next best actions, and flags deals at risk of being lost based on time-in-stage and engagement patterns.
Quotation
Process-aware agent tracking quotation lifecycle and proposing timely follow-up or conversion actions
Sales Order
Process-aware agent tracking sales order lifecycle and proposing timely fulfillment or escalation actions
Pricing Optimizer
Monthly analysis of quote win/loss rates by product, price point, and discount level. Identifies pricing patterns that lead to wins and recommends adjustments to improve close rates.
Quotation Pipeline Intelligence
Daily monitoring of quotation funnel health: stale drafts, unanswered sent quotes, stuck approvals, and expiring quotes. AI-grades overall pipeline health and recommends actions.
Sales Order Health Monitor
Daily scan for operational order issues: confirmed orders stuck without processing start, orders in-progress too long, overdue delivery dates, and high-value open orders needing attention.
Product Analysis
Comprehensive per-product assistant: sales performance, pricing & discounting, won/lost price sensitivity, bundle & cross-sell, subscription & renewal, and catalog quality.
Upsell Opportunity Detector
Analyzes each customer's purchase history and compares it against the full product catalog to uncover upsell and cross-sell opportunities. Ranks opportunities by estimated revenue potential.
Segment Suggester
Analyzes a sample of your contacts to discover meaningful customer segments with ready-to-use filter criteria. Runs weekly and stores suggestions in the agent run report.
Campaign Attribution Analyst
Weekly analysis of marketing campaign effectiveness through quotation and order revenue attribution. Identifies top-performing campaigns, low-conversion campaigns, and expiring campaign-sourced quotes.
Customer Return
Process-aware agent tracking customer return lifecycle, flagging returns stuck awaiting processing
Commission Calculator
Weekly audit of commission coverage: fulfilled orders missing commission entries, commission runs stuck in draft status, and per-rep performance analysis with AI anomaly detection.
Follow-up Email Drafter
Drafts thank-you / follow-up emails after meetings for the salesperson to review and send
Pipeline Review
Runs the weekly pipeline inspection: age-weighted commit vs best-case forecast, plus the next-step, engagement and date-slip findings for every slipping deal
Lost Deal Analyst
Analyzes closed-lost deals by reason, value and competitor to find the patterns worth changing
Forecast Accuracy Monitor
Measures how often deals close by their forecast date and lists open deals already past theirs
