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AI that works alongside your team — directly within your CRM
Salesbook is a CRM platform where artificial intelligence is embedded into the everyday work of sales and customer service teams.
AI helps analyze data, find information, work with documents, evaluate sales opportunities, and identify situations that require attention. All directly within the system your team already uses.
AI built into the process,
not another tool
Artificial intelligence exactly where you need it
You don’t need to move data to separate applications or use yet another AI tool.
Salesbook uses artificial intelligence directly within CRM processes — where customer data, sales opportunities, documents, and team activities are already created and managed.
Salesbook AI can help you:
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prepare for customer interactions faster,
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analyze the health of sales opportunities,
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search for information in company documents,
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automatically read and process documents,
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identify inactivity and at-risk processes,
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reduce manual work with data.
Less searching, copying, and analyzing. More time for the actions that matter.
Discover Salesbook AI
Five solutions powered by artificial intelligence for working with knowledge, data, documents, and sales processes.
AI Assistant
Your company knowledge, instantly accessible
AI Assistant allows users to ask questions directly about documents stored in the Salesbook Library. The system analyzes files including PDFs, DOCs, DOCX files, XLS spreadsheets, and presentations, finds the relevant information, and prepares an answer based on the organization’s actual materials. Instead of browsing through multiple documents, policies, instructions, or product materials, users can simply ask a question in natural language.
AI Assistant helps you:
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quickly find information in documents,
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access knowledge scattered across multiple files,
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reduce the time needed to find answers,
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make company knowledge easier for the entire team to use.
In short: you ask — Salesbook finds the answer in your documents.
Pulse AI
Know which opportunities need your attention
Pulse AI analyzes the health of a sales opportunity and indicates whether the process is progressing properly, beginning to lose momentum, or requires action from the sales rep. The assessment is not based solely on CRM statuses. AI also considers the interaction history, customer activity, pace of the process, communication style, and emotional tone.
The analysis covers five key areas:
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opportunity temperature — the customer’s level of engagement,
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process momentum — pace and potential delays,
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decision-making authority — access to the right decision-maker,
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customer trust — quality of the relationship and communication,
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sentiment — the emotional tone of the customer’s communication.
This means sales reps not only see what is happening with an opportunity, but also understand where risks are emerging and what requires their attention.
OCR AI
Upload a document. The data is captured automatically.
OCR AI automatically reads documents and extracts the data required for business processes. The user uploads a PDF, photo, or scan, and the system recognizes the document type, extracts the required information, and maps it to the appropriate fields. The data can then be transferred directly to the CRM, a form, a business process, or an external integration.
OCR AI can process documents such as:
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invoices,
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contracts,
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forms and orders,
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energy industry documents,
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insurance documents,
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logistics and warehouse documents.
Models can also be tailored to specific processes and document types used by your organization.
The result? Less manual data entry, fewer errors, and faster processes.
Discovery AI
Know your customer before the conversation starts
Discovery AI automates research on potential B2B customers and gathers the most important company information directly within Salesbook CRM. The system analyzes available sources, organizes the data, and prepares a report that helps sales reps quickly understand who they are dealing with, what potential the company has, and how to prepare for contact.
Discovery AI can analyze, among other things:
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company registration data and business information,
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VAT White List status,
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company reviews and reputation,
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recent news and events related to the company,
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decision-makers and available contact details,
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how well the organization matches your ICP,
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the customer’s potential and credibility.
Based on this information, AI creates a prospect score, suggests potential business needs, and recommends directions for the sales conversation. It can also prepare a suggested first personalized message to the customer.
From research to a ready-to-use starting point for the conversation.
Echo AI
Salesbook also notices what didn’t happen
Most CRM systems analyze completed activities. Echo AI also looks at what is missing. The system identifies interrupted processes, missing next steps, communication silence, and unfinished activities — signals that may lead to losing a customer or sales opportunity.
Echo AI can identify situations such as:
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no activity on an open opportunity,
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a process that has stalled without a resolution,
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no customer response after an offer was sent,
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no next sales step,
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a document that was sent but not signed,
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a relationship that has gone inactive without formally being closed.
This allows managers and sales reps to respond to problems that could easily remain unnoticed in a traditional CRM report.
Echo AI doesn’t just look for activity. It also looks for what is missing.
One platform, many ways to use AI
Salesbook AI supports the entire sales process
Before contacting the customer
Discovery AI gathers information about the potential customer and helps prepare for the conversation.
While working with the customer
AI Assistant provides fast access to company knowledge, while OCR AI automates work with documents and data.
During the sales process
Pulse AI analyzes the health of the opportunity and helps identify potential risks.
When the process begins
to stall
Echo AI identifies missing actions, responses, or next steps.
AI that turns data into action
Less manual work
Automate research, document analysis, information retrieval, and data processing.
Faster decisions
Receive structured information and signals that help you decide where action should be prioritized.
More customer insight
Combine CRM data with additional information and AI-powered analysis.
Lower risk of losing opportunities
Identify delays, lack of contact, and other warning signs before the process goes completely cold.
AI in one environment
Use artificial intelligence without moving data between multiple applications.
One system.
More ways to use
your data.
That is why Salesbook AI solutions are part of a platform that combines CRM, sales, customer service, process automation, and work with documents and data.
This allows artificial intelligence to work with the information already stored in the system and support users exactly where they are making decisions or completing their next task.
This is not another AI application. It is a smarter way to work with CRM.
See how Salesbook AI can work within your sales process
We’ll show you Salesbook AI using examples of processes, data, and challenges similar to those your team deals with every day.