SAM
The AI sales agent inside your CRM
SAM listens to every sales call in your CRM, grades it, tells each rep exactly what they missed and sharpens the script from what actually works. Step by step, it grows into a salesperson that researches the lead, makes the call and has the proposal ready before you hang up.
Focus for the next call
Ask which services and vendors they use and what they pay. The call ended with "anything else?" while two required topics were still open.
Required topics
Example scorecard. Rep, call and grades are illustrative.
Our AI voice assistant makes the first call and introduces you.
Researches the lead, coaches the rep, follows up and pushes toward a demo or proposal.
Your team closes with a ready, tailored proposal.
Every call analyzed, graded and coached
SAM runs on the call recordings already stored in your CRM. Nothing for the rep to fill in.
Call analysis
- Transcript, summary and duration for every recorded call, plus call counts per rep.
- Grade from 1 to 5 with a rolling average per rep.
- Checklist coverage: each required topic marked covered, partial or missed, and why it was missed.
- Right yardstick per call: a first sales call and a follow-up are scored against different criteria.
- Batch view first, detail second: what share of required questions were asked across all calls, which were skipped and where a step ran too long.
Rep coaching
- Feedback right after the call: the questions missed and what to say next time.
- Gaps follow the rep into every next call until they're fixed.
- Trends over time: recurring gaps across the last 30 calls and one clear focus for the next period.
- Script that improves itself: the best-performing calls feed concrete revisions back into the script.
- Market intel: what prospects say they use and pay today, aggregated across reps and regions.
All inside the CRM
SAM writes to its own CRM fields in a compact grid, not into the lead description. Reps always know where to look, and nobody has to leave the CRM.
Where SAM is going
SAM is delivered in stages. Each one builds on the last, on the way to an AI that moves a lead all the way to the point of sale.
- Stage1
Lead intelligence
- Starts the moment a lead comes in, often from an AVA call
- Reverse lookup by phone, email and website
- Website audit: platform, provider and what they pay
- SEO, AEO and GEO snapshot with plain-language gaps
- Inventory mix and listing presence
- Likelihood the lead will close, written to the CRM
- Stage2
Follow-up and engagement
- Replies to the lead by email or SMS to prepare the next call
- Alerts the assigned rep the moment a lead arrives
- Daily checks on each rep's call count, call quality and leads with no recent activity
- A friendly reminder call to the rep when something slips
- Stage3
AI salesperson on the phone
- Takes inbound calls and makes outbound calls
- Speaks 41 languages
- Researches the prospect's website live, mid-conversation
- Sends a tailored proposal while the prospect is still on the line
- Hands over to a human whenever asked, stays on to take notes and prompt open questions
- Also chat, voice-in-browser, avatar and call-me-back channels
- Add-on+
Instant demos
- Builds a tailored 15, 30, 45 or 60-minute demo from your recorded demos
- Available any time, in any time zone
- Cuts the same material into short clips for social media
- Separate demo sets per market
- Stages4–5
Together with Bob
- Works alongside BOB, the AI auctioneer
- Calls dealers before a sale with the cars going through
- Handles after-sale questions: shipping and inspections
- Stage6
Retail
- Follows the dealer's retail sales activity
- Suggests matching vehicles from upcoming auctions
A sales team that gets better every call
Every call reviewed
Not a sample. Every recorded call is summarized, graded and checked against the script.
Coaching that sticks
Gaps are raised right after the call and again on the next one, until the rep gets it right.
A script that learns
What works on your best calls becomes the script for everyone, validated on real calls first.
New reps up to speed fast
Reps without SaaS sales experience get guidance on every call instead of learning by trial and error.
Real market data
See which vendors prospects use and what they pay, across every rep and region, and price against it.
No extra tools
Everything lives in the CRM your team already uses, in fields built for it.
Put every sales call to work
Talk to our team about running SAM on your CRM calls today, and what's coming next.