One CRM.
Perfect Recall.
AI remembers every client interaction, relationship, and opportunity—so you never have to
Visual Pipeline. Instant Clarity.
Drag deals through stages and watch your revenue forecast update in real-time
Prospecting
Initial outreach and discovery
Qualification
Verify fit and budget
Proposal
Presenting solution
Negotiation
Final terms discussion
Closed Won
Deal successfully closed
Drag & Drop
Effortlessly move deals between stages with intuitive drag-and-drop
Revenue Tracking
See total pipeline value and expected revenue by stage in real-time
Probability Scoring
AI automatically assigns win probability based on deal characteristics
Stage Analytics
Track conversion rates, average time, and bottlenecks for each stage
AI That Knows Your Clients Better Than You Do
Every email, call, meeting, and note—automatically captured and intelligently surfaced when you need it
Auto Data Enrichment
AI automatically fills in company details, social profiles, and contact information
Relationship Strength
Score relationships based on interaction frequency, recency, and sentiment
Next Best Action
AI suggests the optimal next step based on interaction history and patterns
Engagement Trends
Visualize communication patterns and identify when relationships cool off
John Doe
VP of Sales @ Tech Solutions Inc.
Relationship Strength
Last Contact
2 days ago
Total Interactions
47
Never Lose Context. Ever.
Complete timeline of every call, email, meeting, and note—searchable and intelligently organized
Phone Call
2 hours agoDiscussed Q4 pricing and contract renewal
Email Sent
1 day agoProposal document for enterprise plan
Demo Meeting
3 days agoProduct walkthrough with decision makers
Note Added
5 days agoKey stakeholder identified: CFO Sarah Johnson
Smart Search
Find any conversation instantly with AI-powered semantic search
Auto Tagging
AI automatically categorizes and tags communications by topic
Context Linking
Connects related conversations across different channels automatically
AI Insights That Actually Help You Close
Predictive alerts, risk warnings, and opportunity detection—powered by machine learning on your entire CRM history
Deal Risk Alert
highABC Corp deal shows 68% churn risk. Last contact: 12 days ago
Upsell Opportunity
mediumTech Solutions is ready for enterprise upgrade based on usage patterns
Best Time to Contact
lowSarah Johnson most responsive Tuesdays 2-4pm EST
Close Probability
mediumGlobal Industries deal: 87% likely to close this quarter
Pattern Recognition
AI learns from your win/loss history to predict deal outcomes
Proactive Alerts
Get notified of risks and opportunities before they become urgent
Action Recommendations
AI suggests specific actions to advance deals and reduce churn
Know Your Numbers. Before They Happen.
Pipeline-based revenue forecasting with confidence intervals and scenario planning
This Month
$125,000
Next Month
$156,000
This Quarter
$450,000
Next Quarter
$520,000
Pipeline-Based
Forecast calculated from real deal data, not guesses
Confidence Scoring
See how likely each forecast is to materialize
Scenario Planning
Model best case, worst case, and realistic scenarios
Time-Based Views
Monthly, quarterly, and annual forecasts updated in real-time
Automation That Feels Like Magic
AI handles the busywork—logging calls, scheduling follow-ups, and creating tasks—so you can focus on selling
Smart Triggers
Workflows activate based on time, activity, or deal changes
Multi-Step Flows
Chain actions together for complex automation sequences
Calendar Sync
Automatically create tasks and reminders in your calendar
Performance Metrics That Drive Results
Real-time visibility into conversion rates, deal velocity, and rep performance
Conversion Rates
Track stage-to-stage conversion and identify drop-off points
Win/Loss Analysis
Understand why deals close or fall through with AI pattern analysis
Deal Velocity
Average time to close by stage, rep, and deal size
Rep Performance
Compare quota attainment, activity levels, and close rates
Revenue by Source
See which lead sources drive the most closed revenue
Goal Tracking
Visual progress toward monthly, quarterly, and annual targets
Win Rate
68.5%
↑ 12% from last month
Avg Deal Size
$12.5K
↑ 8% from last month
Sales Cycle
32 days
↓ 5 days faster
Your CRM. Voice Controlled.
Ask Sage anything about your contacts, deals, or pipeline—get instant answers without opening the dashboard
Contact Lookup
Get full contact details instantly
'Sage, who should I call today?'
Pipeline Status
Check deal progress hands-free
'Sage, update Global Industries to proposal'
Revenue Query
Ask about pipeline value anytime
'Sage, what's my total pipeline value?'
Activity Summary
Review recent interactions
'Sage, summarize my calls this week'
Ask Sage Anything
Hands-free CRM control powered by voice AI. Just speak naturally, and Sage handles the rest.
"Your pipeline value for this quarter is $450,000 with an 85% confidence rating. You have 3 deals in negotiation stage that need attention."
What Sage Can Do
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