Product · For sales leaders
Run the number from data you can trust.
Because Ambi fills the CRM in from email and meetings, the forecast, team view, response speed and win/loss numbers reflect what actually happened, not what someone remembered to type.
A forecast reps sign off
Target, won, commit and best case by rep for the quarter. Each rep places their deals and signs off; you see who has and who hasn't.
- Commit vs target by rep
- Deals with data problems flagged first
- Quarter-by-quarter view
What needs your attention today
Customers waiting on your team, follow-ups overdue by rep, promises broken and approvals waiting on you, in one list.
- Prioritised P1–P3
- Reassign or message from the list
- Snooze what can wait
Response speed
Median first reply, the share answered within 2 and 24 hours, and the customer threads waiting right now, by rep.
- Median first reply by rep
- Waiting-now list with hours
- 7, 30 and 90 day views
Win / loss that explains itself
Why you lose, how long deals sit in each stage, and which reps and customers convert, from closed deals with duplicates and non-deals left out.
- Loss reasons with examples
- Days per stage, won vs lost
- Reps and customers who convert
Questions
Do reps still need to update the CRM?
Much less. Ambi reads their email and meetings and updates deals; reps approve stage moves and sign off their forecast.
Can managers read their reps' email?
No. Each person connects their own mailbox, and nobody, including admins, can read anyone else's mail. Managers see the deal updates, not the mailbox.
Can I see my team only?
Yes. Views are scoped by team, and leads see their own team's deals and follow-ups.
See your own pipeline fill itself in.
Thirty minutes. We connect a test mailbox, run Ambi on real threads and show you what it would have done this week.