Embedded In and Fully Integrated With Your CRM
Have a complete arsenal of every possible info-gathering widget in a single panel, right from your CRM. All information and documents gathered enter your CRM in real time, with audit trail
A Sales Action for Every Interaction
No matter what your sales process is, SalesAssist has a Sales Action to streamline your customer facing interactions, from e-Signatures to document collection to e-Forms.
Collect documents in real-time
Allow customers to upload documents on the spot with their mobile device. Stop chasing customers to scan and upload documents and increase the speed and completion rate.
Complete Sales Faster with Automated Workflows
Info-gathering tools are scattered and don’t play nice together, we’re here to fix that. Connect all your info-gathering tools and create perfect custom-made workflows. Automate your sales team's work so they can crush sales goals.
Let Us Assist and Guide Your Info-Gathering Process
Gathering information and documents from customers is often the most time consuming part of the business. We’ll assist your team with smart suggestions based on real time signals, so they know who, when, how and what to focus on to complete more sales.
Companies That Turn to SalesAssist See 3 Instant Changes
+23%
Closing Rate
by completing sales faster15hrs+
Saved Per Person/Mo
to do more value-added work+15%
Positive Reviews
by streamlining the sales completion process
Built for Every Sales Process
Automotive
Medical Equipment
SaaS
Insurance
Real Estate
Machinery
Advertising
Financial Services
