PRODUCT
Accounts, deals, email context, and AI risk signals in one sales workspace.
LeadWise helps SMB teams see what changed, what is risky, and what to do next without turning the CRM into admin work.
CAPABILITIES
Everything you need to run a high-signal sales cycle.
Deal inspection
Qualify pipeline health and spot pricing, stakeholder, timeline, and competitor risks.
Buyer context
Bring account, contact, deal, activity, notes, and email timeline into one view.
Risk tags
Use tags for inactivity, pricing concern, competitor mention, support issue, and implementation questions.
Grounded summaries
Summaries use CRM activity, email context, and company knowledge instead of generic guesses.
Next-best-actions
Recommend follow-up timing, talking points, and practical next steps.
Task workflow
Create, complete, and track follow-ups from account, contact, and deal pages.
Approval queue
Review proposed tasks, deal changes, and follow-up drafts before applying supported actions.
CRM updates
Edit accounts, contacts, deals, stages, owners, notes, and activities.
Pipeline board
Move deals across stages with filters, owners, health, and risk context.
Contact and account pages
See relationship context, linked deals, activity history, and email timeline.
Company knowledge
Store pricing, FAQs, objections, differentiators, competitors, and case context.
Admin controls
Manage users, permissions, email sync, company knowledge, and workspace settings.
THE WORKFLOW
From inbox signal to next action
Capture
Bring in relevant context through supported email connections.
Match
Link senders to contacts, accounts, and deals.
Analyze
Classify relevance, sentiment, and risk tags.
Recommend
Generate next actions from CRM and company context.
Act
Create tasks, update deals, and follow up.
TRUST & SAFETY
Designed for reliability and safety.
Approval-controlled deal context
Use safe activity sync, relevance filtering, and custom matching rules to keep your CRM timelines useful and accurate.
Human-verified intelligence
Review AI suggestions before they are applied, ensuring your CRM records remain dependable and trustworthy.
Ready to see your pipeline with context?
Bring your pipeline and email context together, and turn sales activity into reviewable AI insights and suggested next steps.