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01 · Forecast visibility

See the whole forecast before it slips.

Manager workspace Team forecast · Q3 2026
Live
Team target $740K
Total coverage $723K
Coverage 97.7%
SM
Sofia Mendes$400K target
91.5%
$78K$118K$170K
ER
Elena Rossi$140K target
115.7%
$60K$38K$64K
MW
Marc Weber$200K target
97.5%
$65K$45K$85K
65%

of sales time is spent on non-selling work.

Source: Salesforce State of Sales survey, 3,100 sales professionals.

One place to start: sales.

Busy teams lose the context that moves deals.

02 · A CRM built for today

Intelligent pages and automation that put what matters first.

Open any CRM record and immediately see a clear header, live status, key metrics, and information that is already up to date.

PushAI CRMAccounts / A7F4K2Q9
Up to date
Account

Acme Corp

Owner
Sofia Mendes
Segment
Strategic
Region
DACH
Edit
Open pipeline
€420K
Opportunities
4
Account health
87%
Last activity
Today
Automation activeAccount health and next action refreshed today
3 updates
03 · Account intelligence

Know the account before the next conversation.

Bring needs, stakeholders, risks, and next steps into one current workspace.

04 · Team coaching

Coach the team from consistent evidence.

Compare meeting behaviors against one framework and find the next coaching priority.

Coaching radarLast 30 days · Team average
3 scored meetings
Listening 84 Next steps 85 Alignment 78 Value 79 Discovery 44
Coaching priority Deepen discovery before presenting value.

Two qualifying meetings still need review.

05 · Meeting intelligence

Improve every conversation with precise next actions.

Turn the transcript into an explainable score, visible strengths, and specific improvement work.

Meeting performanceAquila consultative pump sale
Reviewed
Acme Corp · 38 min

Hygienic-pump recovery and validation review

Mutual next step 77
Discovery & context 75
Reliability & service 71
Value articulation 67
StrengthDated mutual next step agreed. ImproveQuantify the value case.
06 · Enterprise knowledge

Answer complex questions with sources.

Give sales teams clear answers from company documents, with every source cited.

Enterprise knowledgeGrounded answer · 5 sources
Internal only
Question Which pump configuration fits an ATEX zero-leak chemical-transfer line?
Answer

Use a sealless magnetic-drive chemical pump with dry-run and minimum-flow protection. Confirm wetted materials against the exact chemistry before selection.

EvidenceRelevance
  1. PDFFictional Aquila product catalog78%
  2. PDFFictional application case studies73%
  3. PDFMaterials & corrosion compatibility72%
  4. PDFElastomer selection · EPDM, FKM, PTFE69%
  5. CSVMaterials compatibility68%
07 · Capture and enrich

Record the conversation. Enrich the CRM automatically.

Turn live audio and trusted web research into reviewable Salesforce updates.

Field conversationAcme Corp · Salesforce Account
Processing
  1. 1Record
  2. 2Transcribe
  3. 3Research
  4. 4Update CRM
Recording

Diarized transcript

Customer · 12:31 “The low-emission line upgrade is now our priority for Q4.”
Automatic web research

3 fields ready

Validated
Company websiteRecent news
Industry
Industrial manufacturing
Employee band
1,000–5,000
Strategic initiative
Low-emission process upgrade
SFSalesforce update prepared3

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