Turn every sales rep into your best-prepared one.

Help your team research accounts, prepare for calls, follow up faster and keep sales activity moving without losing time to manual admin.

cognipeer Sales AI Peer
AI Sales Assistant
Connected context CRM + Lead Signals
Next best actions AI-generated sales suggestions
Prioritise lead Draft follow-up Update CRM Book next step
cognipeer cognipeer connects the context
Scattered signals

Lead context

Sales teams need the right context before the next conversation, not another dashboard to check.

Webinar CRM notes Pricing page Call history
Manual CRM work

Why sales teams lose momentum

More tools do not automatically create better pipeline. Sales teams need connected context, clear priorities and faster execution.

Scattered context
Sales information is everywhere.

CRM notes, website activity, webinar engagement, email history and product content often live in separate places. Reps lose time collecting the basics before they can sell.

Slow follow-up
Timing matters in sales.

When follow-up depends on manual drafting, reminders and task creation, valuable opportunities can lose momentum quickly.

Manual CRM admin
Admin work quietly slows the pipeline.

Updating records, logging notes and creating tasks take time away from conversations that actually move deals forward.

Missed buying signals
Intent signals can be easy to miss.

Without a connected layer, teams may overlook high-value signals from product pages, forms, webinars or previous conversations.

How cognipeer helps

Give your sales team an AI peer that understands your stack.

cognipeer connects sales knowledge, customer context and operational workflows so your team can move from question to action faster.

Prepare every call

Summarise account history, lead activity, pain points and recommended talking points before each conversation.

Qualify leads faster

Use connected data to identify high-intent prospects, route them to the right owner and suggest next steps.

Reduce sales admin

Draft notes, update CRM fields, create tasks and prepare follow-up emails from one conversational interface.

Follow up on time

Keep opportunities moving with timely reminders, personalised drafts and automated workflow triggers.

Want to see how this fits your sales workflow?

Talk to the cognipeer team about your CRM, sales process and the AI peer your team needs first.

Sales workflow

From scattered signals to the next best action.

cognipeer can turn activity, notes and account context into a structured workflow that helps sales teams move faster.

Find context

Collect lead, account and engagement data from connected systems.

Prioritise

Identify which accounts deserve attention based on signals and fit.

Draft

Create tailored follow-up, call notes or proposal outlines.

Update

Support CRM updates, task creation and opportunity movement.

Sales intelligence in action

Ask once. Get context from every source.

A sales peer can bring together CRM notes, website activity, webinar attendance, product content and competitive context, then turn it into a practical recommendation.

CRM notes Pricing sheets Product docs Webinar data Call notes Campaign engagement
cognipeer Sales Peer
AI agent
Which accounts should I prioritise today?
Connected sources checked: CRM notes, campaign engagement and call history.
Prioritise Acme, Northline and Vertex. All three showed new buying signals in the last 48 hours.
What should I do next?
Send Acme the CRM integration case study, book a technical follow-up with Northline and ask Vertex about procurement timeline.
Sales use cases

Build practical AI workflows across your sales motion.

Start with one high-friction sales task, then expand into connected workflows as your team gains confidence.

Lead research

Summarise account background, buyer profile, engagement history and likely pain points before outreach.

Follow-up drafts

Create personalised follow-up emails based on the call, account context and next-best action.

Proposal support

Generate proposal outlines using approved messaging, customer requirements and relevant product details.

How to start

Start with one sales workflow, then expand across the team.

You do not need to automate everything at once. Start with a focused sales use case and scale as your team gains confidence.

01

Connect your sales knowledge

Bring together the documents, CRM fields, campaign data and product information your team already uses.

02

Define the sales peer

Shape the assistant around your sales motion, tone of voice, qualification criteria and approved messaging.

03

Automate the next action

Move from answers to workflows, including follow-ups, CRM updates, task creation and lead routing.

Help your sales team spend more time actually selling.

Build sales AI peers that prepare reps, support follow-up, connect your sales stack and keep opportunities moving.