Your Automated Sales Command Center
Weekly sales summary email
Receive a perfectly crafted, data-rich summary of your team’s sales performance delivered to your inbox every Monday morning. Stay informed without ever having to build a report again.
See it in action
Auto-create leads
Data Fragmentation Problem
As a sales leader, you spend hours every week manually pulling data from your CRM, wrestling with spreadsheets, and trying to build reports to understand what’s happening. The data is often outdated by the time you present it, and you don’t have a consistent, clear view of team performance.
AI sales summary
Key Features
Automated Data Aggregation
The agent automatically pulls key metrics from your CRM, such as leads created, calls made, meetings booked, deals won, and pipeline generated.
AI-Powered Insights & Trend Analysis
The agent doesn’t just report numbers; it highlights key trends (e.g., “Team A’s call volume is down 15% week-over-week”) and surfaces noteworthy achievements.
Customizable & Deliverable Reports
You choose the metrics that matter most to you, and the agent delivers the beautiful, easy-to-read summary to your inbox on your preferred schedule (e.g., every Monday at 8 AM).
Use Cases
Use-Cases for sales summary
Fast-Growing Tech Startup
The sales VP saved 4 hours of manual work each week, using the time for one-on-one coaching, which contributed to a 10% increase in team quota attainment.
National Real Estate Firm
Distributed automated regional reports to their team leads, creating a culture of accountability and friendly competition that boosted overall listings by 15%.
Manufacturing Company
Used the weekly summary to spot a decline in outbound call activity, allowing them to address a motivation issue before it impacted the quarterly numbers.
More Agent Template
Auto-log calls & emails
Automatically logs calls and emails into CRM, linking them to the correct lead or deal.
Sentiment analysis on calls
Analyzes call transcripts to assess sentiment, urgency, and objections.
Auto-create leads from inbound
Extracts lead data from incoming emails and auto-creates CRM entries with scoring.
Multi-language support agents
Communicates with leads in their preferred language across channels.
Appointment reminders
Sends automated reminders for scheduled visits via SMS, email, or WhatsApp.
AI competitor battlecards
Builds battlecards with competitor strengths, weaknesses, and rebuttals.
Inbound Lead Capture Bot
Captures and qualifies inbound leads from web forms, chat, and email.
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
Creates customized proposals using lead data, pricing logic, and branded templates.
AI Sales
Value Proposition
Save hours of manual reporting work every week.
Get consistent, accurate, and timely insights into team performance.
Make proactive, data-driven coaching decisions.
Keep the entire leadership team aligned with a single source of truth.
FAQ
Absolutely. You can drag and drop the KPIs that are most important to your business.
Yes, you can create different reports and distribution lists for different audiences (e.g., one for reps, one for C-level).
Yes, it can automatically include week-over-week or month-over-month comparisons.
The summary is delivered as a visually rich email, with options to export to PDF.
It can pull data from any time frame available in your CRM.
Automate with AI
Start your free trial today.
Stop building reports and start driving results. Get automated, intelligent sales summaries delivered to you. Activate your Reporting Agent today.
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
