Sales Intelligence

Sales intelligence across the full revenue cycle.

Sales intelligence across the full cycle, brief before the call, assist during the meeting, and automate follow-up after. One system, built so your team’s knowledge builds up instead of vanishing when a deal closes.

WOLM mobile companion

Live product walkthrough

Ask WOLM

Start with the AI workspace, then move through meetings, tasks, location, and account intelligence. Every control in the phone is live.

Interactive product simulation with sample data only. Nothing leaves your browser.

What it does

Everything around the conversation, handled.

Capability 01

Walk in already briefed, instead of catching up in the first five minutes.

Reps prepare from memory and a quick scan of the CRM, so the opening minutes go on recap. WOLM writes a brief before every scheduled call, pulling account history, the open deal and the live email thread into one brief: the goal for the call, where the deal stands, who is attending and where each of them stands, the products worth positioning, and the questions to ask each person. It also scores the deal against MEDDPICC and BANT so the gaps are named in advance. You start the conversation current.

The goal for the call, where the deal stands, and who is in the room
Discovery questions to ask, aimed at the person best placed to answer
Grounded in account history, deal context and the live email thread

Capability 02

It listens on the call and coaches while you can still act on it.

Taking notes costs attention, and the moment to handle an objection passes while you are typing. WOLM captures the call through a browser extension or a recorder that dials in on Meet, Zoom, Teams or Webex, transcribes it live, and reads each stretch of conversation for signal, phase and urgency, bringing in the right specialist as it moves: discovery, demo, objection, negotiation, closing, rapport, technical or product. The prompt arrives during the call, not in the write-up.

Live transcription from a browser extension or a recorder that joins the meeting
Eight specialist coaches, dispatched by the phase and the signals in the room
Product and account facts recalled mid-conversation from your own material

Capability 03

The write-up, the decisions and the next steps, ready when the call ends.

Whatever is not written down in the ten minutes after a call is lost, and CRM hygiene is the first thing to slip in a busy week. The moment a meeting ends WOLM produces the summary, takeaways, action items, sentiment and topics in a single pass, cleans the transcript into a readable report, and adds a retrospective covering what was decided, what was signalled, what was missed and where the rep can improve. The record exists before anyone has to remember to write it.

Summary, takeaways, action items, sentiment and topics generated automatically
Retrospective on decisions, buying signals, missed opportunities and coaching
Talk-time, question rate and filler analysis on every conversation
Recap sent to the team, or shared with the client through a private link

Capability 04

The conversation becomes a drafted proposal, linked to the deal.

A proposal waits on the one person with time to write it, and by the time it goes out the meeting has gone cold. The Proposal Agent drafts it from the record of the call itself, the summary and what was committed to, the stage and value of the opportunity, and the pricing and terms held in your product catalogue. The draft arrives attached to the deal, scoped to what was actually discussed, for your team to edit and send.

Drafted from the meeting record and the deal, not from a blank page
Scope, pricing and terms pulled from your product catalogue
Saved against the opportunity, so the proposal and the deal stay together
Held for review, a person edits and sends, nothing goes out on its own

Capability 05

Sell in the language the room speaks. Report in one.

Outside a handful of markets the meeting does not happen in English. The call switches language halfway through a sentence, and whoever writes it up afterwards is translating from memory, badly. WOLM transcribes across twelve languages and follows the switch as it happens, then writes the summary, the action items and the CRM record in one language for the business. Your reps talk the way their customers talk, and head office still reads a single record.

Transcription across twelve languages, including switching mid-conversation
Summary, action items and CRM record written in one language for the business
Follow-up drafts in the language the deal is actually being run in
No separate deployment per market, one system across every region you sell in

Capability 06

One question across the pipeline, the meetings and the mail.

The answer usually exists already, spread across a CRM record, a transcript from six weeks ago and an email thread nobody filed. Ask WOLM in plain language and it works out what to look up, queries your accounts, deals, tasks, meetings, documents and mail, and searches your knowledge base by keyword and by meaning at once. The reply comes back as readable prose with the tables and figures behind it, and a draft task or email when there is something to action.

Plain-language questions across CRM records, transcripts, documents and mail
Answers assembled through permission-scoped tools, so nobody sees past their access
Replies carry tables, figures and draft tasks or emails, ready to act on
Ask by voice and have the answer read back, hands free

Capability 07

Every commitment leaves the call as a draft and a tracked task.

Follow-up is where deals leak: the note said send the pricing, and it went four days later. WOLM drafts the follow-up email from the meeting itself and puts it in your queue as a pending draft, and turns each action item into a CRM task with an owner, a due date and a priority. Nothing sends on its own, and nothing waits to be remembered.

Follow-up email drafted from the meeting, held as a draft until a person sends it
Action items promoted to tasks with an owner, a due date and a priority
Approval workflow and reminders, so open items surface before they age

Connectors

Plugs into the stack your team already sells on.

WOLM isn't another silo. It connects directly into the CRM, calendar, meeting, and document tools your reps already live in, pulling context in before a call and syncing structured outputs back out after it.

Notes, action items, and CRM fields update automatically, so the system of record stays current without anyone copying and pasting between tabs. New integrations ship continuously, and anything custom is a documented REST API and webhooks away.

CRM

Salesforce

Calendar & meetings

Google CalendarOutlookZoomGoogle MeetMicrosoft Teams

Communication

GmailOutlook

What it changes

For the rep. For the organisation.

For the sales rep

A brief before every call, with the gaps in the deal already named.

Notes, tasks and CRM records written the moment the call ends.

Coaching in the conversation, not in a review three weeks later.

Every past call searchable in plain language, by anyone who joins.

For the organisation

Pipeline accuracy stops depending on what reps remember to log.

The way your best rep handles a deal becomes available to all of them.

Follow-ups are drafted and tracked, and a person still approves every send.

Account knowledge stays in the business when the person leaves.

How it works

One loop around your CRM, on one managed platform.

The CRM is the system of record. WOLM captures each customer conversation, turns it into structured records and writes them back automatically, so the account history builds up instead of depending on who remembered to type it in.

  • Google Cloud
  • Multi-tenant
  • Event-driven
  • AI-native

The intelligence loop

  1. 01

    Account context

    Relationships and stakeholders, from the record.

  2. 02

    Pre-meeting brief

    Built from the account history.

  3. 03

    The conversation

    Recorded, or captured without recording.

  4. 04

    Extraction

    Grounded in the account history.

  5. 05

    Written to the CRM

    Accounts, contacts and deals updated.

  6. 06

    Follow-through

    Tasks, reminders and shared memory.

Tenant CRM

The system of record, one database per tenant

The loop closes: follow-through becomes the account context for the next call, so the record compounds with every conversation.

Each conversation writes back Problems raisedDecisionsRisksTheir commitmentsOur commitmentsStakeholdersNext actionsDeal signals

Design principles

Isolated by database

Each tenant gets its own database, not a shared table with a tenant column.

Customer-authorised connectors

Your administrator grants, scopes and can revoke every integration. There is no direct access to any customer database.

Grounded in your records

Answers come from retrieval over your own records, and only the retrieved passage reaches a model.

Models are replaceable

A routing layer picks the model for each task, so a provider can be swapped without changing the product.

Purposive Intelligence · WOLM
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