AI for Sales and Customer Success Teams

Shorter sales cycles.
Higher win rates.

Deliver more value to customers faster with AI-driven insights and automation. Lead every conversation with confidence using AI meeting prep, call summaries, and real-time sales insights. Go further with workflow automation that takes care of quotes, CRM updates, and follow-ups. Free up your team to focus on building relationships, not chasing tasks.

Sales and customer success pain points

15%

revenue loss caused by manual data entry errors

70%

of time spent on tasks rather than actually selling

5.0

hours per week per rep lost to making CRM updates

How Unframe helps sales teams succeed

Unframe powers AI knowledge management across sectors, with tailored solutions for:

End-to-End Sales Ecosystem

Connect your CRM, communications, and content tools into a unified AI workspace for sales.

Unified hub: Integrate Salesforce, Slack, email, and LMS platforms for seamless information flow.

Closed-loop learning: Capture rep feedback to continuously improve AI recommendations.

Compliance & control: Role-based access (RBAC), citation tracking, and governance built for enterprise standards.

AI-powered Sales Intelligence

Meeting prep, summaries, predictive insights, and search give your team the context to sell smarter.

Meeting prep: Get AI-generated briefings with account history, competitor data, and talking points.

Predictive insights: Surface risks and opportunities across your pipeline to prioritize the right accounts.

Contextual search: Find what you need instantly across Salesforce, Slack, email, and product docs.

Workflow Automation

Automated quote generation, CRM automation, and follow-up workflows help you close deals faster and eliminate manual tasks.

Quotes: Instantly generate accurate proposals and pricing from customer and inventory data.

CRM updates: Update Salesforce records, notes, and opportunities automatically after every interaction.

Follow-ups: AI drafts next steps and nudges owners to be sure no deal slips through the cracks.

Life Sciences

Powering customer service log queries and root-cause discovery across tickets and outage reports

Discover more

Are we duplicating research spend anywhere?

I found overlapping R&D trials from two divisions working on similar immunotherapy targets. The duplication totals $85M annually. Consolidating efforts could accelerate FDA submission by 6 months.

What would you like to discover

Built for sales priorities

Automated CRM & quoting

Salesforce updates, proposals, and quotes handled instantly

AI-powered meeting prep

Push-button call briefings, summaries, and citations

Secure, compliant insights

Predictive account prioritization with role-based access controls

Fits your stack

Runs on anything. Integrates with everything.

Unlimited integrations. Choose your LLMs. Choose your infrastructure. Deploy on-prem, on private cloud, or wherever your policies require. We adapt to you, not the other way around.

See popular integrations