Walk Into Every Call Fully Prepared
Search any contact and get an AI-generated call briefing in seconds, deal stage, recent history, open items, and tailored talking points.
Contact & Deal Overview
Recent Activity
Last call (18 Apr): Priya requested a revised proposal with a 12-month payment option. Positive tone, expressed concern about onboarding timeline.
AI Talking Points
- Last call ended with interest in the Enterprise tier, revisit pricing conversation
- Contract objection around implementation timeline, come prepared with onboarding data
- Competitor shortlist includes two others; emphasise integrations advantage
How it works
From search to briefing in under 30 seconds, no prep work, no scrambling through notes.
Search your contact
Type a name, company, or email address into the search bar. SentraSales instantly finds the matching contact across your entire CRM.
AI builds the briefing
In seconds, SentraSales pulls their full interaction history, calls, emails, notes, follow-ups, and uses AI to generate a structured briefing you can scan in under a minute.
Go into your call with confidence
You'll know exactly where the deal stands, what was last discussed, what's still outstanding, and what angles are most likely to move the conversation forward.
Inside every call briefing
Four structured sections, so you can scan the full picture in under a minute.
Contact & deal overview
Name, company, current deal stage, deal value, last contact date, and assigned rep, everything at a glance before the call starts.
Recent activity
A plain-English summary of the last call, email, or note, so you know exactly where the conversation left off without reading through logs.
Open action items
Outstanding tasks that haven't been closed, promises made, documents requested, questions left unanswered, surfaced automatically.
AI talking points
3–5 bullet points generated specifically for this contact based on their stage, history, deal size, and any recorded objections. Never go blank mid-call again.
Everything that makes it work
Built for reps who are always on the move and don't have time to dig through a CRM before every call.
Search by name, company, or email
Find anyone instantly across your entire CRM.
Full interaction history
Calls, notes, emails, and follow-ups in one view.
AI talking points
Never go blank mid-call again.
Open items surfaced
Outstanding tasks highlighted automatically.
Works on mobile
Look up a briefing between meetings from your phone.
No preparation needed
The AI does the research for you.
"I pull up the briefing on my phone in the car before a client visit. It takes 30 seconds and I walk in knowing exactly what to say."
Account Executive, B2B services