Solution

Sales Analytics & Insights

You shouldn't need an analyst to know which campaigns bring buyers or which deals are slipping. A custom insights agent connects your CRM, ads and sales data and answers questions in plain language.

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What it does

Built around your process

  • Plain-language questions over your CRM and ads data
  • Weekly pipeline and campaign summaries by email or WhatsApp
  • Alerts for stalled deals and falling conversion rates
  • Lead source to revenue attribution
  • Salesperson activity and response-time tracking
  • Dashboards built for your actual metrics

Where businesses use it

Common use cases

  • Founder and sales head weekly reviews
  • Finding which ad campaigns produce paying customers
  • Spotting slow follow-up before it costs deals
  • Preparing board and investor updates

Typical integrations

  • HubSpot
  • Salesforce
  • Zoho CRM
  • Google Ads
  • Meta Ads
  • Google Looker Studio

How we build it

Live in weeks, improving every month

  1. 01 Discover

    Map your funnel

    We study how leads reach you, where they drop off and what your best salespeople say.

  2. 02 Design

    Blueprint the agent

    A written plan of conversations, hand-offs, integrations and success metrics that you approve.

  3. 03 Build

    Build & integrate

    We connect it to your CRM, WhatsApp, email and calendar, then test it on real scenarios.

  4. 04 Evolve

    Improve every month

    We review conversations, tune prompts and move you to newer AI models as they launch.

FAQ

Sales Analytics & Insights questions

Do we need a data warehouse?

Not usually. For most small and mid-sized teams we connect directly to your CRM and ad accounts.

How accurate are the answers?

They are only as good as your data, which is why we often pair this with CRM clean-up. Every answer links back to the underlying records.

Who can see the data?

Only the people you authorise, with the same permissions as your CRM.

Combine with other agents

AI SDR & Lead Qualification

Engages every inbound lead within minutes, asks your qualifying questions and routes hot prospects to sales.

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WhatsApp & Chat Sales Agent

Answers product questions, shares brochures and price lists, and takes simple orders 24/7 on WhatsApp and website chat.

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AI Voice Calling Agent

Calls new leads within seconds, follows up on quotes and books appointments with a natural-sounding voice.

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See a Sales Analytics & Insights built for your business

Book a free demo. We'll walk through how it would work with your leads, channels and CRM.

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