Your Personalized Daily Sales Plan
Daily AI-generated Action List
Start every day with a prioritized, AI-generated action list that tells you exactly who to call, who to email, and what to do next to hit your quota faster Untitled-spreadsheet.xlsx.
See it in action
Auto-create leads
Prioritize What Pays, Not What’s Nearest
An undifferentiated task pile drives reps to cherry‑pick easy work or chase the latest inbound, while higher‑potential deals stall unseen. Replace guesswork with automated lead prioritization: score by intent and fit, route to the right owner, and generate a focused “today” list that surfaces the highest‑impact actions first. With real‑time alerts, SLAs, and dynamic queues, reps start on what’s most likely to convert—reducing response time and lifting win rates.
AI-generated
Key Features
AI-Powered Task Prioritization
The agent analyzes every lead and task, scoring them based on lead score, deal size, last activity date, and engagement signals to determine true priority.
"Next Best Action" Suggestions
The AI doesn’t just list tasks; it recommends the most effective next step (e.g., “Call this lead now, they just visited the pricing page” or “Email this prospect a case study”).
Personalized Daily Digest
Each morning, every rep receives their unique, prioritized action list via email or Slack, giving them a clear plan for the day Untitled-spreadsheet.xlsx.
Use Cases
Use-Cases for Daily AI-generated Action
B2B Tech Sales Team
After deploying the Daily Action List, the team saw a 25% increase in the number of high-potential deals moved to the next stage each week.
Financial Services Company
Reps reported saving an average of 45 minutes per day on planning and prioritization, which they reinvested into more client conversations.
Media Sales Team
Used the “Next Best Action” feature to focus on at-risk renewals, which helped them reduce customer churn by 10% in the first quarter.
More Agent Template
Hot Lead Notifier
Sends instant alerts for high-interest leads based on scoring and behavior.
Event Follow-up Agent
Sends follow-ups after webinars, expos, or demos with personalized messaging.
Personalized Outreach Bot
Crafts outreach messages tailored to each lead’s profile and history.
Territory-based lead routing
Assigns leads based on location, rep coverage, and regional rules.
Cross-platform lead sync
Syncs lead data across CRM, Google Sheets, marketing platforms, and support tools.
Auto-generate personalized proposals
Creates customized proposals using lead data, pricing logic, and branded templates.
Daily AI-generated
Value Proposition
Increase sales rep productivity by up to 40% .
Ensure reps are always working on the highest-value activities.
Improve pipeline velocity by preventing deals from stalling.
Remove guesswork and decision fatigue from the sales process.
FAQ
It uses a weighted model that considers dozens of signals, including deal value, engagement score, lead grade, and time since last contact.
No, it is 100% personalized for each individual user based on their specific leads, deals, and tasks.
Yes, managers have a dashboard view to see their team’s priorities and progress.
Yes, manually created tasks are automatically integrated and prioritized by the AI alongside the automated ones.
The list can be refreshed in real-time throughout the day as new information and signals come in.
Automate with AI
Start your free trial today.
Empower your team to sell smarter, not just harder. Give them a clear, prioritized plan for every day. Activate the AI Action List now.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features
