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The AI Sales Assistant acts like a digital team member inside your CRM. It handles routine admin work, keeps records up to date, answers questions about your sales data, and can even pull in relevant information about prospects to support your team.
It automatically updates contact and company records by capturing key details from your sales activities. After calls or meetings, it extracts important information like participants and outcomes, ensuring your CRM stays accurate without manual input.
The AI Sales Assistant connects directly to your CRM data, including contacts, deals, and activity history. It uses this information to keep records updated and provide real-time insights, making your CRM more useful and easier to manage.
Yes. You can ask simple, conversational questions like “What deals did we open with this client?” or “What happened in my last meeting?” and get instant, accurate answers without digging through reports.
Yes. The AI can pull in relevant information about companies, industries, or trends to help your team prepare for calls and make more informed decisions.
Yes. It uses insights from recorded calls and meetings to update your CRM automatically, capturing key takeaways and ensuring nothing is missed.
Absolutely. The AI adapts to your business by working with your custom fields, services, and data structure, so it can provide insights that are relevant to your industry.
Yes. The AI Sales Assistant can trigger workflows, create tasks, set reminders, and help automate parts of your sales process, reducing manual work and improving consistency.
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