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Every opportunity, with its whole story and its next step.

CRM AI is being designed to keep each sales opportunity readable: what has happened, what was promised to the customer, who does what next and by when.

Ask About CRM AI Move the opportunity on

Coming soon In development. No launch date yet.

Example Offices Ltd

Quarterly AC maintenance for two buildings · owner: account manager

Illustrative example: fictional opportunity

Team estimate: early

History, newest first

    Next action

    Promises to the customer

    The estimate is your team’s judgement at this stage, not a prediction. The planned product would show how estimates compare with what actually happened.

    Deals are rarely lost in one moment. They drift.

    A follow-up is forgotten, a promise to send something is not kept, or the person who knew the history goes on leave. The context has to survive every handover: from prospecting into sales, and from sales into delivery.

    • I thought you were sending the revised quote.Nobody owned the next step.
    • The forecast said 90%.It was a guess entered six weeks earlier.

    Handover to the service team

    Illustrative example
    Contract
    Twelve months from 1 July, 38 indoor units, two buildings
    Before the first visit
    Two older units need repair first; priced separately, as promised at the site visit
    Who is who
    Facilities team for access and scheduling; finance team for invoices
    What matters to them
    Faults found before tenants notice; one fixed price per unit
    Open promises
    None. Every promise in the history was kept.
    Written from the opportunity’s own history, then checked by the account manager before it is sent.

    Where do your deals drift?

    Tell us how you track opportunities today. We’ll reply personally about CRM AI and where it is in development.

    Coming soon In development. No launch date yet.

    Is CRM AI available now?

    No. It is in development and has no launch date. SEO AI is the only MarketAlong product available today, as a private pilot.

    Does it replace my CRM?

    That is still being decided. It may work alongside a CRM you already use, with your permission.

    Will it predict which deals we win?

    Not with certainty. Forecasts would show their assumptions and uncertainty, and be compared with outcomes over time so they can improve.

    Is the opportunity real?

    No. Example Offices Ltd, its people and its history are fictional.

    Prefer to write directly? harsh@marketalong.com

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