The all-in-one AI plugin for Sales managers

Skills for sales managers 17

• sales process optimizerRedesigns pipeline stages and lead scoring; for example, cut a 7-stage funnel to 5 and rank 400 leads by fit.
• sales performance metrics analystTurns raw sales data into KPI, funnel and pipeline health reports; for example, shows where Q2 deals stall.
• revenue strategy navigatorAdvises on pricing, positioning, territories and segmentation; for example, reprices a mid-market tier after win-loss review.
• sales data coachCleans sales data and builds benchmarks, incentive checks and coaching plans; for example, flags reps missing demo targets.
• sales forecasting assistantBuilds forecasts, targets and scenarios from history; for example, models best, likely and worst cases for next quarter.
• sales forecast review copilotReviews forecast versus actuals and rep performance; for example, explains a 12 percent gap in the enterprise segment.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 281

• Sales Forecasting15 prompts, like Analyze Historical Sales Trends
• Market Trend Analysis10 prompts, like Competitor Strategy and Positioning Analysis
• Lead Scoring22 prompts, like Automated Lead Scoring System
• Product Knowledge Base15 prompts, like Competitive Intelligence Analysis
• Competitive Analysis27 prompts, like Competitor Identification
• Sales Training Content Creation22 prompts, like Build Comprehensive Sales Training Modules
• Performance Analysis19 prompts, like Sales Data Collection and Consolidation

Apps you can build with AI 7

• Evidence-backed sales call and pipeline workbenchBuild this to tie deal reviews to recorded buyer evidence, cutting prep time while keeping coaching honest. Demo included.
• Sales practice and content analysis workbenchBuild this to measure which talk tracks and content actually move deals, so coaching stops guessing. Demo included.
• Sales data and pipeline coordination portalBuild this to keep one traceable record from question to outreach to pipeline, ending manual re-entry. Demo included.
• Sales call coaching platformBuild this when you need observable call feedback plus manager calibration, backed by real conversation evidence. Demo included.
• Presentation design serviceBuild this for editable sales slides where every number traces back to source and narratives get reused. Demo included.
• Sales meeting admin coordination portalBuild this to cut sales admin time while keeping CRM records and follow-ups accurate after every meeting. Demo included.
• Competitor watchlist and briefing workbenchBuild this to turn public competitor activity into reviewed briefings your team can act on weekly. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Sales Competitive Response Review Agent". Each one also has a guided set-up with sample data on its page.

• Sales Competitive Response Review AgentFair, sourced competitive responses.
• Technical Win-Loss Review AgentLearn from every closed deal which technical points decide the outcome
• Broker Agent Productivity Review AgentThe broker knows which agents need coaching this week and why, with data that has been checked
• Partner Pipeline Revenue Forecast AgentA partner revenue forecast built only from live deals and tied to the CRM
• Sales Pipeline Coverage Gap AgentPipeline coverage gaps are found and addressed while there is still time to fix them
• Sales Compensation Plan Simulation AgentA compensation plan whose cost and incentives have been tested before it launches
• Sales Process Stage Audit AgentEvery open deal sits in a stage it has earned, so forecasts are honest
• Regional Performance Review Prep AgentA regional review pack with checked numbers and clear drivers for each miss
• New Product Training AgentEvery associate can answer the common questions about a new product before it goes on the floor
• Sales Rep Quota Attainment Coaching AgentEach rep who is off the quota path has a specific, tracked coaching plan
• Sales Script Test AgentScripts change only when a tested version beats the current one
• Lead Source Quality Review AgentThe lead budget goes to sources that produce revenue

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Odoo Pulse MCP serverAsk your AI for a plain-English business report from your Odoo data, with a verdict on how things are going.
• Bitrix24 MCP serverConnect Claude to your Bitrix24 portal so it can read and change CRM records, tasks, files and more.
• Linked API MCP serverLets your AI search LinkedIn, read profiles and conversations, and send messages for you. Official.
• Inbox Zero AI email assistantLet your AI tidy your Gmail, draft replies, track follow-ups, and give you meeting briefs.
• Pipedrive MCP serverLet your AI look up, create, and update your Pipedrive deals, contacts, and activities for you.
• Vruum MCP serverLets your AI research prospects, draft outreach, track deals, and check revenue inside your Vruum account. Official. No install needed.
• Capsule CRM MCP serverConnect your AI to Capsule CRM so it can look up contacts, deals, projects and tasks for you.
• Odoo 19 MCP serverLet your AI look up, add, and update records in your Odoo 19 company system for you.
• Temporal Cortex MCP serverLet your AI check calendars, find free slots, and book meetings without double-booking. No install needed.
• MCP Emails serverLet your AI read, search, send and organize email in your own mailbox. No install needed.
• ChatterBox MCP serverSend a ChatterBox bot to your Zoom or Google Meet call and get the transcript, recording, and a summary.
• S.C.A.L.A. MCP serverLet your AI search 250M+ companies and run your CRM, invoices, bookings and business reports.

Your Grok Bot team 9

• Outbound SalesOwns the full outbound prospecting pipeline so AEs can focus on closing.
• Sales EnablementCreate sales collateral that reps actually use to close deals.
• RevopsDesign and optimize revenue operations, lead lifecycle, scoring, routing, and CRM automation.
• Forecast Accuracy ReviewEvaluate demand-forecast quality with WMAPE, bias, and Forecast Value Added vs. naive.
• Market ScoutWatches a named set of competitors and reports only what actually changed since last week.
• Communication Excellence CoachReview drafts, calibrate tone, roleplay conversations, and improve presentations using proven frameworks.
• Google Ads Performance AnalyzerAnalyzes Google Ads exports, builds pivot tables, and delivers prioritized optimization recommendations.
• Sales Forecast Review CopilotTurns sales data and market signals into forecasts, targets, and variance reviews for the sales manager.
• Lead Generation StrategistTurns market research, content, and outreach into a steady flow of qualified leads for your sales team.