An AI-powered CRM with built-in incentives and rewards to motivate sales teams to hit their targets.
AI Powered CRM
The essentials powered by AI
Sailsy keeps it simple with the core CRM features you actually need—powered by AI, so you spend less time clicking and more time closing.
Incentives & Rewards
Motivate sales reps to close!
With built-in incentives and rewards, you'll be able to drive the right behaviors, spark friendly competition, and reward results.
Message & chat
Chat with your CRM anywhere
Your CRM—now accessible through Slack and WhatsApp—chat, interact, and stay motivated with help from your sales assistant.
Less tinkering, more selling.
Just the essential features to keep your sales moving.
Hit the ground running daily
Start your day with a simple sales question — check in on your deals, or progress toward your targets.
- Get instant, AI-powered answers that dive straight into your sales pipeline.
- Visualize your performance, track your targets, and see how you rank against your peers.
- Review your daily tasks and start every day focused, organized, and ready to sell.
Visualize your deals, end to end
Dive into your funnels and track deal progress at every stage — all in one clear, actionable view.
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Easily set up and customize sales funnels
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Drag and drop deals across funnel stages
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Filter and manage deals in a streamlined table view
Keep deals up to date
Everything you need to keep deal information accurate, organized, and always moving forward.
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Automatically sync emails to each deal
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Add notes, tasks, and updates to capture every sales interaction
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View a complete timeline of deal activity
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Stay on top of deals with task tracking
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Collaborate with your team directly in the deal workspace
Organize your customers
Tools to manage accurate records of your customer organizations and contacts — all in one place.
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Easily import existing customer data to get started fast
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Segment contacts and accounts for targeted outreach and personalization
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Quickly update customer details as relationships evolve
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Maintain a clean, organized database that grows with your business
AI-Powered CRM
Ask about deals, targets, or tasks — and let AI bring the answers to you in seconds.
Get more done with fewer clicks
Slide open the AI assistant panel and start asking. No digging, no clicking — just fast answers from your CRM.
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Dive into your funnel and ask about any deal
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Check performance, sales targets, or quota progress
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Can’t find a customer? Just ask — your assistant will track it down
Get specific on deals
Ask questions directly from the deal page — and get instant, AI-powered answers tied to that deal.
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Pull insights from past Zoom calls and meeting transcripts
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Find comments or notes you made weeks (or months) ago
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Can’t remember what was said in an email? Just ask — your assistant’s on it!
Data entry, all done for you
Hate filling out forms? Just tell your AI assistant what you want to record — it’ll handle the rest and log the right info in the right place.
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Create new deals in seconds, just by saying the details
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Add new contacts without ever opening a form
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Capture company info while you're mid-convo or on the go
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Log tasks and to-dos with a simple ask — no clicking around
Reporting, simplified by AI
No more interpreting complex dashboards or spreadsheets — get clear, natural-language summaries of sales performance, delivered straight to your inbox.
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Schedule updates for individual or team performance
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Receive AI-written insights that are easy to understand
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Reply to emails and get instant, data-backed answers
Incentivize Action
Turn momentum into motivation—recognize reps for high-impact sales actions.
From cash to points, you choose.
With Sailsy, you can reward key behaviors and milestones like closing a deal or hitting a target, using either commission or points.
- Choose a recognition plan to get started faster
- Set up custom rules to define how payouts are calculated
- Calculate commissions in any currency and deposit them directly into a digital wallet.
Turn targets into growth
Set clear targets for both individuals and teams — then show them how they progress towards them, for example:
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Number of deals registered or closed each month
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Quarterly growth percentage targets
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Absolute sales targets
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Product-specific upsell targets
Let leaderboards do the talking
Create friendly competition across individuals, teams, or entire sales regions by showing reps where they stand — and who’s climbing to the top.
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Always-on leaderboards that rank by cumulative sales
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Recognition-based boards for achievements like "Deals Closed This Month"
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Use anonymous mode to keep rankings fair and focused
Level-up and earn
Create custom levels for reps and teams to climb—Rookie, Rep, Senior Rep, Closer, and beyond.
Set rules to unlock higher commissions at higher tiers or drop bonus points when someone levels up.
And don’t forget the kudos—award badges that reps can collect as they rise through the ranks.
Reward Results
Pick the right rewards. Drive the right results.
Paying commission just got easier
When it’s time to pay, Sailsy makes commission payouts fast, flexible, and stress-free.
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Let reps choose how much commission to load onto a rechargeable card — spendable anywhere, anytime
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Automate commission payouts in over 130 currencies worldwide — saving your finance team hours, even weeks of effort
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Or, keep it in-house — manage payouts through your own financial system with ease
Turn wins into rewards
Go beyond cash and make recognition fun — award sales reps with points they can redeem for gift cards, merchandise, and exclusive, money-can’t-buy rewards.
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Let reps shop from an in-CRM storefront — no switching platforms
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Browse a wide selection of rewards thanks to Sailsy’s global fulfillment partners
Make selling more rewarding — literally.
Make it fun with auctions
Turn up the excitement with auctions—where reps use their hard-earned points to bid on prizes of your choice. Think gift cards, premium products, or exclusive, money-can’t-buy experiences.
Auctions spark friendly competition and serious motivation. Getting outbid? That just raises the stakes—especially when limited-edition rewards are on the line.
Give kudos where it counts
Celebrate wins with custom-designed badges that recognize standout performance and keep motivation high.
Award badges for milestones like:
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Closing 3 deals in a week
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Top-performing rep of the month
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Highest sales volume for a specific product
Slack, Messenger, and MS Teams
Access your Sailsy CRM data — wherever you work.
Your CRM, just a message away.
Sailsy brings your CRM to life through mainstream messaging platforms like Slack — keeping you connected wherever you work.
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Ask real-time questions about your pipeline, deals, and customers
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Create new leads, notes, and contacts— just by asking
Your always-on sales coach
Sailsy keeps the momentum going by proactively reaching out to reps with motivational nudges that guide them toward their goals — like having a personal sales coach in their corner.
Your AI assistant doesn’t just motivate — it checks in with reps, asks how they’re tracking, and offers support whenever it’s needed.
Sales Enablement
Support every stage of the deal with sales content and information.
Sales toolkits, on demand
Upload and categorize your best sales resources into Sailsy so reps can easily access them anytime, on any device — ready to share with customers and close the deal. Examples include:
- Product specifications
- Pricing sheets
- Sales brochures
AI assisted support
Chat with your Sailsy assistant right inside the CRM, or through messaging apps like WhatsApp and Teams. Reps can request resources without digging around and instantly get links to download what they need.
Even better — they can ask specific questions about the content, like product specs or pricing, and get real-time answers powered by the information behind the resources you've uploaded.
Personalized to each sales rep
Give reps the tools to personalize sales materials with their name and contact details, or any other type of field — before sending them to customers.
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Using tools like Adobe Acrobat, add customizable fields to your PDF sales resources
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Upload them to your Sailsy account to make them available to reps
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Reps use a simple wizard to customize and generate polished, personalized sales assets — fast
More features you’ll love
Create products
Upload the products you sell and link them to deals, so you can break down sales reports by product SKU or category.
Email integration
Connect Sailsy to Gmail, Outlook, or Microsoft 365, so all your email conversations sync directly to the right deals automatically.
Sales hierarchies
Create team and sales hierarchies in your Sailsy account to break down sales reporting by structure, team, or hierarchy level.
Team management
Set up sales teams and track sales against team performance, making reporting and incentive programs simple and effortless.
Task management
Create tasks in your Sailsy account to help stay on top of your daily to-dos, follow-ups, meetings, and key sales activities.
Sales resources
Upload branded sales content your team can access in their flow — even personalize them by dropping in their own details.
Reporting
Access prebuilt reports across your pipeline, sales performance, lost deals, and sales by product type or category.
2FA
Secure your Sailsy account with two-factor authentication to keep logins safe and your team’s data protected.