LEADWISE · AI-NATIVE SALES CRM
Your pipeline, conversations, and next steps. Connected.
LeadWise brings your pipeline and email context together, uncovers deal risks with AI insights, and helps your team turn customer conversations into clear next steps.
Up to 10 users · No credit card required · AI subject to system usage limits
CONNECTED INTELLIGENCE
Three capabilities. One connected sales workflow.
AI insights that explain deal risk
Review deal health, stalled follow-ups, missing stakeholders, and suggested next steps grounded in available CRM context.
Email conversations in CRM context
Bring relevant email context from supported connections into customer and deal workflows, so your team can understand the conversation behind each opportunity.
Clear next steps for your team
Turn insights into suggested tasks, deal updates, and follow-up drafts. Review the evidence and proposed changes before acting.
WORKFLOW
From customer conversation to a clear next step.
Bring in email context
Use supported email connections to bring relevant customer conversations into your sales workflow.
Bring the context together
Connect conversations with accounts, contacts, stakeholders, and deals.
Understand what needs attention
Review AI deal insights to understand risks, missing context, and where a follow-up could help.
Review the next step
Review proposed tasks, deal changes, and follow-up drafts in the AI Queue. LeadWise does not send email automatically.
EXAMPLE AI INSIGHT
AtlasField Services
Next action
Prepare a draft explaining implementation fees for review before Friday.
CONNECTED AI ASSISTANTS
Bring your preferred AI assistant to your CRM.
Connect compatible AI assistants to work with authorized customer context, analyze deals, and propose next steps.
Work with customer context
Search CRM records and retrieve deal details, stakeholders, tasks, and timeline activity through an authorized connection.
Analyze your deals
Use the models available through your chosen assistant to analyze authorized deal context and refresh supported CRM insights.
Propose next steps
Create supported task and deal-change proposals for review in the AI Queue, with workspace permissions enforced.
Assistant compatibility and model availability depend on your chosen service. Any required assistant subscription is managed separately.
YOUR SALES WORKSPACE
A complete CRM behind every insight.
Leads to pipeline
Capture leads, convert them explicitly, and manage accounts, contacts, deals, and stakeholders.
Today’s Focus
Bring tasks, meetings, and deal priorities together so your team knows where to start.
Calendar & Meeting Intelligence
Connect calendar context, organize linked meetings, and review suggested tasks and email drafts.
Team email context
Use Email Review and Team Inbox to connect relevant conversations to shared CRM history.
Custom fields
Adapt accounts, contacts, deals, and leads to the information your team needs.
Import, export & data health
Preview CSV/Excel imports, export supported CRM data, and identify relationship and data-quality gaps.
SIMPLE PRICING
Start with 30 days to explore LeadWise.
30-Day Free Trial
₹0
Up to 10 users. No credit card required. Explore the CRM and AI features within system usage limits.
Standard
₹1,000 / seat / month
1–10 purchased seats. Contact us to activate or renew your plan after payment verification.
Custom
Contact us
11+ seats with an agreed seat allowance and custom pricing.
AI features are subject to reasonable system usage limits. After expiry, existing data remains readable and exportable according to your permissions.
TRUST & ADOPTION
AI assistance with clear controls
Your team controls who can access customer context and which suggested actions are approved.
Team collaboration
Invite your sales team and manage pipeline visibility in one shared workspace.
Review before action
Review AI Queue suggestions before applying them. Optional Deal Autopilot requires admin authorization for supported safe changes.
Pipeline visibility
Get a clear view of accounts, contacts, and deals to keep your sales process moving.
CRM context
See relevant email context and deal history together in your sales workspace.
Approval-safe workflows
Review proposed changes and their evidence, with audit history for supported actions.
Safe activity sync
Keep your data secure with relevance filtering and ignore rules for private threads.