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Your reps should be selling. Not updating the CRM.

Give your sales team an AI assistant that qualifies leads, surfaces the right content at the right moment, and keeps CRM data accurate — without adding headcount.

See it in action

The problem

Reps spend more time on admin than closing deals

  • Reps spend more time on admin than selling

    CRM updates, follow-up emails, proposal prep — the non-selling work crowds out the actual selling.

  • Leads go cold between touchpoints

    No system to detect intent signals or trigger the right follow-up at the right time. Timing is guesswork.

  • Inconsistent pitch quality

    Top performers have a playbook in their head. Everyone else improvises. There's no scalable way to replicate what works.

  • Pipeline data nobody trusts

    Reps skip CRM updates when admin work piles up. Forecasts, handoffs and coaching break because the system of record is never current.

How it works

Pipeline hygiene and next-best actions—without another tab to hate

Step 1

Enrich the deal

CRM, email, and call notes are summarised into stage, blockers, and stakeholder map.

Step 2

Recommend moves

Talk tracks, content, and pricing guardrails are suggested based on similar won deals.

Step 3

Log automatically

Updates draft to CRM fields for rep approval—keeping forecasts honest with less grunt work.

Plays respect your sales methodology and regional discount policy.

Your reps should be selling. Not updating the CRM.

What's included

What you get when you run this with Thinkia

A governed layer across data, workflows, and handoffs—so teams ship safely and scale with metrics.

Lead qualification automation

Scores and routes inbound leads based on fit and intent signals before a human touches them.

AI-generated follow-ups

Drafts personalised outreach based on conversation history, company context and product fit.

Content recommendation

Surfaces the right case study, whitepaper or demo at the right stage of the deal.

CRM auto-update

Logs calls, meetings and next steps directly into your CRM without manual entry.

Deal coaching

Flags at-risk deals, missing next steps and stalled pipeline in real time.

Sales playbook enforcement

Ensures consistent messaging and objection handling across the entire team.

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Results

What changes when this runs in production

Results vary by sales motion, CRM maturity and deal complexity.

30%

Share of selling time recovered after AI handles non-revenue tasks

–70%

Reduction in time from inbound to first qualified touchpoint

+20%

Improvement in lead-to-opportunity conversion with AI-assisted follow-up

How we work

From CRM hygiene dreams to prep and follow-up reps actually finish

Play design

Week 1–2

Segments, methodologies, and must-have fields are defined so coaching stays consistent.

CRM & content

Week 3–5

Opportunities, emails, and call recordings (where allowed) feed grounded summaries and next steps.

Rep pilot

Week 6–9

A region or pod tests copilots; pipeline velocity and forecast accuracy are compared.

RevOps scale

Week 10+

Playbooks, approvals, and analytics spread; managers get visibility without extra shadow IT.

Recording policies and CRM messiness affect lift; we start with highest-value plays.

Get started

Ready to scope this for your context?

We start with a focused session—no commitment—to map constraints and a sensible path.

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