Sales Admin Is Killing Your Quota
Top reps spend only 28% of their time actually selling. The rest? CRM updates, email follow-ups, prospect research, and scheduling.
- 01
Reps spend 5+ hours/week manually updating CRM records after calls and meetings
- 02
Follow-up emails fall through the cracks — 44% of reps give up after one attempt
- 03
Prospect research before calls takes 30-45 minutes per lead
- 04
Scheduling back-and-forth with prospects wastes 4+ hours weekly
- 05
Pipeline reviews require manual data gathering from 3-5 different tools
Sell More, Admin Less
Auto-Update CRM
Personal AI Assistant logs calls, emails, and meeting notes to your CRM automatically — HubSpot, Salesforce, Pipedrive, and more.
Smart Follow-ups
Never miss a follow-up. Personal AI Assistant drafts personalized emails based on conversation context and sends at optimal times.
Prospect Research
Get a briefing on any prospect in seconds — company news, LinkedIn activity, mutual connections, and deal history.
Pipeline Alerts
Get proactive alerts when deals stall, contracts expire, or champions go silent so you can act before it's too late.
Results Sales Teams See
Per rep per week on CRM updates and follow-ups
More consistent follow-ups with automated sequences
To new leads with AI-drafted replies
How It Works for Sales
- 01
Connect Your Tools
Link your CRM, email, calendar, and sales tools. Personal AI Assistant supports HubSpot, Salesforce, Pipedrive, Gmail, Outlook, and 1,500+ more.
- 02
Set Your Preferences
Tell Personal AI Assistant your follow-up rules, CRM logging preferences, and which deals to prioritize. Use plain English — no code required.
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Start Selling
Personal AI Assistant handles the admin while you focus on building relationships and closing deals. Review AI-drafted messages before sending, or let them fly.
Built for Revenue Teams
CRM Auto-Logging
Every call, email, and meeting automatically logged with notes and next steps.
Meeting Prep Briefs
Get a one-page brief before every call — deal history, stakeholders, open items.
Email Sequences
AI-drafted multi-touch follow-up sequences personalized to each prospect.
Deal Alerts
Proactive notifications when deals go cold, contracts are up, or next steps are overdue.
Competitive Intel
Automatic alerts when prospects engage with competitor content or mention alternatives.
Pipeline Reports
Weekly pipeline summaries with win/loss trends delivered to your inbox.
Frequently Asked Questions
Personal AI Assistant integrates with HubSpot, Salesforce, Pipedrive, Close, Freshsales, Zoho CRM, and more. CRM data is synced in real-time so your records are always up to date.
Yes. Personal AI Assistant uses context from previous conversations, deal stage, and your communication style to draft follow-ups that sound like you wrote them. You can review and edit before sending, or set rules to auto-send.
Personal AI Assistant monitors deal activity across your CRM, email, and calendar. When a deal goes silent, a contract expiration approaches, or a champion changes roles, you get a proactive alert with suggested next steps.
Absolutely. SDRs and BDRs benefit from automated prospect research, follow-up sequences, and CRM logging — freeing them to focus on outreach and qualification.
Yes. Team plans include a dashboard with activity metrics, follow-up rates, and pipeline health across the entire sales organization.
Ready to Get Started?
Join the waitlist and be the first to try your Personal AI Assistant.
Power your workflows with 1,500+ app integrations. Connect your email, calendar, CRM, and more — no code required.
Explore More
See how Personal AI Assistant helps with related roles, industries, and workflows
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