Sales teams use Bi369 AI to manage pipeline, prioritize leads, draft outreach, and track deals — with AI that handles the CRM data entry so your reps can spend more time selling.
See how Bi369 AI transforms your most time-consuming tasks into quick, AI-powered actions.
Task
Update CRM with notes from yesterday's calls and demos
With Bi369 AI
AI Copilot transcribes call notes and auto-updates contact records — just review and approve changes
Task
Prioritize which leads to follow up with today
With Bi369 AI
AI lead scoring ranks your pipeline by deal probability, deal size, and engagement recency — focus on the right deals first
Task
Draft personalized follow-up emails for prospects at different pipeline stages
With Bi369 AI
AI Copilot writes personalized emails based on deal context, prospect role, and your previous conversation history
Task
Prepare a proposal for a new enterprise prospect
With Bi369 AI
AI Copilot generates a proposal draft from the deal's context — pricing, pain points, and scope — that you edit and send
Task
Prepare weekly pipeline report for sales manager
With Bi369 AI
CRM generates automated pipeline snapshots with deal velocity, stage distribution, and weekly movement summary
The modules built for how Sales Teams work — fully integrated, no juggling tabs.
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