Revenue

Beta

Meet Sameer, your Sales Manager.

A full CRM that doesn't need feeding. Pipelines, deals, contacts, activity — and AI that drafts your next email for you.

Forecast at a glance, no spreadsheet
Auto-history without manual logging
Never drop a deal because you forgot

Talk to us about Sameer

Added to your one Draftr invoice

A CRM that doesn't need feeding

Sameer is a full agent, not a feature. A real personality with deep domain expertise as your Sales Manager. Chat to Sameer like a colleague, directly or through Alex, and get answers grounded in your company's own knowledge.

What Sameer actually does

The work that used to be yours.

The CRM that feeds itself

Every call, email and meeting logged — without anyone logging it

The reason CRMs fail is that salespeople hate feeding them. Sameer logs activity against companies and deals automatically, so the record is complete even in the weeks nobody 'did their admin'. Walk into any call with the full history in front of you.

Auto-logged emails, calls and meetings
Full context on every deal page before you dial
History shared with Alex and the whole Company Brain

Forecasts leadership trusts

A weighted pipeline that answers 'what's landing this quarter?'

Deals by stage, weighted by likelihood, forecast at a glance — no Friday spreadsheet ritual, no optimistic guesswork. When the board asks, the number is live and defensible.

Kanban pipeline weighted by stage
Sales metrics, forecasts and win/loss reports
One company record across CRM and finance

No deal left behind

Follow-ups that fire themselves

Most deals die of silence, not rejection. Sameer sets the follow-up tasks, chases the reminders and even drafts the next email — so the deal that would have slipped through in week three gets the nudge that closes it in week five.

Follow-up tasks and reminders on every deal
AI-drafted next emails, ready to send
Commission tracked and paid right, on time

Under the hood

What makes Sameer an agent, not a prompt.

Sameer starts with everything your company already knows.

Your services, tone, policies, clients and approval boundaries live in one shared Company Brain. Sameer reads from it on day one and writes back to it as the work gets done, so every lesson is shared with the whole team, instantly.

Explore the Company Brain

Soul file & identity

A written character with standards, tone and judgement, not a blank chatbot.

Knowledge

Reads and writes the shared Company Brain, so context never lives in one head and never leaves when people do.

Short-term memory

Holds the thread of live work: what was said, promised and pending.

Learning

Every correction you make sticks. The agent works more like you each week.

Self-evaluation

Scores its own output and flags anything below standard before you see it.

Tools

Purpose-built tools for the job, not generic AI guessing at your workflow.

Everything included

Every capability, mapped to where you find it.

Pipeline

Forecast at a glance, no spreadsheet

Kanban deal pipeline by stage, weighted.

Companies

One company, one record — not two systems

Unified company directory (CRM + finance view).

Contacts

Always the right name for the next call

People in the companies you sell to.

Deals

Full context before you pick up the phone

Per-deal page: value, stage, contacts, history.

Reports

Numbers leadership trusts

Sales metrics, forecasts, win/loss.

Activities

Auto-history without manual logging

Logged emails, calls, meetings against companies and deals.

Tasks

Never drop a deal because you forgot

Follow-up tasks and reminders.

Commission

Sales team paid right, on time

Commission claims and payouts.

Settings

Match Sameer to how you actually sell

Pipeline stages, custom fields, integrations.

Same brain, same bill

Sameer works alongside the rest of the team.

See all fourteen

SteveStart hereCredit Control Manager

SophieRecruitment Manager

PeterLead Generation Manager

AlexPersonal Assistant

RachelOffice Manager

Ready?

Put your feet up. Let Steve chase.

Thirty days free, nothing charged until day 31, cancel any time. Connect your ledger and Steve drafts your first chasers before you finish your coffee.

Start your free 30-day trial

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The whole team