Frontline CRM with built-in voice AI and native agents. Capture field activity automatically, run daily sales rhythms, identify revenue risks and configure workflows and agents in minutes.
Sharpsell agents work from live CRM context to capture activity, prepare sellers, drive follow-through, answer questions and intervene when execution slips.
Capture calls, meetings, visits and field updates automatically or through voice in the seller’s own language. Sharpsell structures the interaction, updates CRM fields and creates the next action, without manual forms.
An agent starts the day with each seller, confirms priorities, records commitments and prepares them for the conversations ahead. Managers receive a consolidated view automatically.
Ask about any seller, lead, opportunity, branch or missed commitment in natural language. Sharpsell answers from live CRM data and takes you to the underlying activity.
Combine customer context, product fit, opportunity stage and approved product information to create the right presentation, illustration and objection response for the conversation.
Change fields, journeys, assignment rules, nudges, approvals, workflows and agent behaviour through admin configuration, instead of waiting weeks or months for a change request.
Agents continuously identify stalled opportunities, missed follow-ups, broken SLAs, weak activity and high-risk cases, then trigger the right seller or manager action.
Start with agents across preparation, activity capture, follow-through, manager action, opportunity identification, revenue risk and more.
Use Agent Builder to configure new agents from the same CRM context, business rules, workflows and authority limits, without starting an engineering project.
increase in leads generated
target achievement among RMs sharing five or more personalised collaterals a week
higher business per RM during a new product launch
Everything required to manage leads, customers, activities, teams, territories and pipeline, on the same data model used by every Sharpsell agent.
Maintain one governed view of every prospect, customer, account, stakeholder and relationship.
Manage opportunities across products, channels, stages, values, probabilities and outcomes.
Bring calls, meetings, visits, commitments, tasks and next steps into one customer timeline.
Model branches, territories, channels, partners and complex multi-level reporting structures.
Apply configurable location controls to field movement, customer visits, attendance and territory execution.
Connect CRM workflows to KYC, proposals, issuance, order management, ERP, DMS and core platforms.
Maintain approved product information, sales content, illustrations and business rules for use by sellers and agents.
Generate customer, product, opportunity and stage-specific sales material using approved content and live CRM context.
Coordinate meetings, reminders, follow-ups and team schedules from the opportunity context.
Route work using geography, capacity, hierarchy, product, channel, SLA and business rules.
Trigger the right intervention for the seller, manager or operations team at the right moment.
Configure journeys, approvals, escalations, handoffs and exception paths without rebuilding the application.
Replace legacy lead-management, SFA and DMS platforms, frontline CRM applications and internal builds without a multi-quarter transformation programme.
3weeksSAP-connected deployment for a pharma distributor.
5weeks30,000 insurance users and six million leads migrated.
6weeks500,000 users, 17 products and multiple languages deployed.
Bring Sharpsell in as the frontline AI execution layer, while your existing system of record continues as the backend.
Sharpsell as your frontline AI execution layer →Designed for large teams, regulated industries, complex hierarchies and established enterprise environments.
SOC 2 Type II, ISO 27001, SAML 2.0, SSO, role-based access controls, encryption and audit trails.
APIs, webhooks and configurable integration patterns for core systems, ERPs, DMS platforms, onboarding systems, data platforms and enterprise applications.
Single-tenant and enterprise deployment options, with availability, disaster recovery, data residency and environment controls.
Centralised logging, monitoring, alerts, incident visibility and production support for business-critical deployments.
Deterministic business controls, model-independent architecture, evaluation infrastructure, golden datasets, guardrails and auditable agent actions.
Consent, retention, access, residency and data-processing controls designed to support GDPR and India’s DPDP requirements.
See Sharpsell CRM and AI agents working together across your frontline sales team.
We stay your partner through discovery, migration, deployment and adoption.
Request a demo