Claude · Sales
Claude, embedded in your CRM.
Deal summarisation, call debriefs, next-step drafting, and AI-assisted forecasting, powered by Claude and wired into HubSpot the way your reps actually work.
- Claude + HubSpot native
- Rep-tested workflows
- Guarded for accuracy
- Hours/rep/week
- Typical time returned
- In HubSpot
- No new tool to learn
- Cited
- Every summary linked to source
- Coached
- Feedback loop for accuracy
The problem
Your reps spend more time updating HubSpot than selling.
Notes never make it in
Post-call updates get skipped. Deals rot with stale next steps and empty notes.
Forecasts built on vibes
Managers ask 'what's the deal look like?', the CRM can't answer, so it's Slack messages instead.
Coaching doesn't scale
Managers can't listen to every call. Reps don't get feedback where it matters.
Generic AI won't cut it
Off-the-shelf AI doesn't know your ICP, product, or playbook, so reps ignore it.
The solution
Claude that knows your playbook.
Deal summarisation
One-click summary of every deal, grounded in emails, notes, calls, and CRM history.
Call-to-CRM automation
Post-call debrief drafts notes, next steps, and stage updates for one-click acceptance.
AI-assisted forecasting
Deal risk scoring and coaching prompts against your exit criteria and historic close data.
Playbook-grounded
Fine-tuned on your ICP, product positioning, and win/loss patterns.
What's included
What we ship.
PILLAR 01
Deal & pipeline AI
The CRM finally answers questions.
- One-click deal summarisation
- Risk scoring against exit criteria
- Next-best-action suggestions
- Pipeline health explanations for managers
PILLAR 02
Call & meeting AI
Notes, next steps, and coaching, for free.
- Post-call debrief drafts
- CRM updates for one-click acceptance
- Coaching flags against your playbook
- Objection handling library from real calls
PILLAR 03
Email & content AI
Reps write faster and better.
- Personalised outreach drafts
- Reply drafting from thread context
- Brand-voice and compliance guardrails
- Sequence step generation
PILLAR 04
Governance & measurement
AI adoption you can prove.
- Usage dashboards per rep and team
- Accuracy tracking against manager review
- Data handling and PII controls
- Quarterly impact review
Process
Four stages. Live in weeks.
- 01
Discover
Shadow real deals and calls. Find where AI actually saves time.
- 02
Build
Prompts, retrieval, and HubSpot integration built against your playbook.
- 03
Pilot
Rollout to a small rep pod with weekly feedback and prompt iteration.
- 04
Scale
Team-wide rollout with training, dashboards, and ongoing tuning.
READY WHEN YOU ARE
Give your reps a co-pilot they'll actually use.
Tell us where reps are losing hours. We'll come back with a Claude-for-Sales plan within one business day.